Edward Jones - Financial Advisor: Lindsey J Taylor, ABFP®|AAMS®|CRPC™ - St. Augustine (FL)

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!

penny mccarty Rachel did a great job! She was very friendly and helpful. Definitely would recommend going here 10/10

Big Rev Ministries Wes from Samson Financial is extremely knowledgeable and professional. He is absolutely phenomenal.

Bob Reid It was a blessing working with Jerod and Nikki. They did a great job of refinancing our church loan. May God continue to use CFR in His service.

sunshine I have been with iTax financial Group who is most accurate and follows up on all the details that benefit the client for more than 7 years and he always meets my expectations. I recommend him to everyone.