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

Cleophas Sanders Awesome come invest your money, for the blessings youve been thinking about...

Darren & Jennifer Schendel I’ve known Kevin McCarthy since 2002, and he has always been a trustworthy and knowledgeable financial advisor. He genuinely cares about his clients and takes the time to provide thoughtful, personalized guidance to help them reach their financial goals. Kevin is also a true family man, working alongside his spouse, Diana McCarthy. Together, they make a fantastic team that is friendly, professional, and great to work with. Their dedication to their clients is evident in everything they do. Whether you’re planning for retirement, building wealth, or looking for financial advice, Kevin and Diana are a team you can trust. Highly recommend!

Josephine Mallory I received excellent customer service at Mariner Financial. Tristan was very professional. I highly recommend Mariner Finance for your financial needs. The staff Brittney Alan and Tristan are a great team and handle your needs as quickly as possible. I rate them five-star review

Kimberly Welborn Lorri Lammie was awesome. Everything was done in no time and with out a headache. I go every year and gladly pay the fee so I have one less thing to stress over. As always very happy with my refund amount.

Rosemary Cantrell Mary and Mario are the best they were super helpful an experience great customer service will highly recommend since 10 out of 10. And the signs directing you in the front are super helpful. You’ll be able to find it with no problems.! exclamation

Michele Kaminski I have been a very happy and satisfied client of WRS since 2012. Mr. Bose and his team members are always available to discuss ones concerns. I am someone who always needs financial help, so I appreciate their assistance so very much. They are very honest and always act for the best interests of their clients. They represent the utmost integrity. I recommend them to everyone with the highest level of confidence.

Calvin Knowlton Great personal service from Diane - very knowledgable !

David Stephens I cant say enough about the incredible work that Andrew Streeter and Jodee do at Edward Jones in Vero Beach. Their commitment to each client is unmatched, going above and beyond to ensure every detail is meticulously handled, and every question is thoughtfully answered. They genuinely care about their clients’ financial success, and it shows in the quality of their work and the personalized attention they give. If youre looking for a financial advisor who truly has your best interests at heart, look no further than Andrew and Jodee. Their expertise, professionalism, and dedication set a standard that’s hard to beat. Highly recommended