Edward Jones - Financial Advisor: Joe Tackaberry, CFP®|ChFC® - Punta Gorda (FL)

Richard Devine We are so lucky that we have had Jax Wealth Advisors guide us through the years. A couple of decades. Lee Little, Valarie Heineman and Connor Little have navigated our investments with expert knowledge providing my family with a retirement plan that makes sense. As financial planners they are the best. They have grown to know us through the years and continue to gain our confidence with their solid results in performance. We have always felt secure with the size of Jax Wealth Advisors, large enough for our needs and small enough to know what those needs are. Because of them , me and my wife were able to afford to retire. Not an automatic. ... We are so grateful for Jax Wealth Advisors. Thanks to Jax Wealth Advisors.

r Mitchell Marc Tomberg is the best advisor I have ever had. If I could give him 10 stars, I gladly would. He takes the time to listen to both my current needs as well as my future ones. His staff is outstanding and makes me feel welcome. I can definitely see why he’s been recognized nationally by Forbes magazine. I highly recommend him.

Thatgaltash This is the worst bank I have ever been to! I honestly called corporate before even walking out the door. George Wooten the branch “manager” needs to go home and never return. Seriously quit your job if you hate it so much cause you are the most miserable person to act the way you do. You don’t value your customers to give them one once of courtesy. He mocked me to my face and told me fine! I’ll help you since you were here first…Just the amount of scoffing and intentional disrespect is unacceptable!! This is the second incident with the men at Bank of America on Babcock! How do you even have a management title with that pompous arrogant nasty personality? This is enough to make me close my account and never come here again. DO NOT TAKE YOUR BUSINESS HERE!

Jamie Marcario Tom Barry is one of the most knowledgeable advisors for those of us in our 50s. We’ve seen firsthand the financial devastation that my in-laws faced because they did not plan for their long-term needs. If you’ve been through that and want someone to help you plan to avoid a similar fate for yourself and your kids, Tom is the person to help you plan a financial future that avoids the pitfalls so you can focus on living well.

Fred Palermo Logan and John great team

Lavender Grey Sky Excellent in every way. 5 stars are not enough. Banks have a long way to go to even come close to Radiant Credit Union. They put their members first and thats something banks will only do for the rich.