Edward Jones - Financial Advisor: Kim R Boylan, CFP® - Fernandina Beach (FL)

Betty Bost We became clients of Rossi Associates when Steve Sr was there and continued when Steve Jr took over. Wouldnt consider having anyone else handle our finances. Hes never steered us wrong and we trust him explicitly. His staff is great.

Niya R Stellar service, quick notary. Troy assisted like 20 people while helping us and multitasking to get people in and out as quick as possible. Very professional and hard working!

Paul Morrison If you are looking for a holistic financial advisor that understands tax planning along with the retirement risk called IRMAA, Keith and his team are experts. Heritage Financial can prevent you from losing 60%-100% of your Social Security Net Benefit in retirement along with not having to pay $500,000 plus in Medicare Costs in retirement. Excellent Firm!

Evelyn Norris Mary Blackburn was as professional and efficient as usual. I made a call one day, and was approved and received funds into my account the next day. Thank you to the whole Normandy One main team. I always feel welcome and comfortable there. Great team

Daniel Billmeyer Bill was prepared to discuss all the new tax changes for seniors and strategies to prepare us for the future, moving funds into ROTH accounts now dependent on our previous years tax returns

Joann Ball I have been using Helen for a few years now, she very professional, always available to answer questions. I would highly recommend her to anyone needing tax services.

Adrienne Otero The staff is very friendly and helpful. I always receive the highest refund amount with JH! Highly recommend.

Usha Rayan At the time when I went to F.D.R. I was in a financial mess. F.D.R was able to make it possible for me to be financially grounded and truly understood my hardship at that time. They were supportive even through the Pandemic and. with their knowledge and experience they were able to put together a package for me to regain my financial independence for life. F.D.R. is quick to respond with any questions and they are willing to go all the way to help you find the answers. With F.D.R. you are not alone. Thank you F.D.R. for always being there for your clients in need.