Edward Jones - Financial Advisor: Matt Witherow - Inverness (FL)

JM H MWR Financial has been a blessing to my household. The leadership truly cares about the people in the organization and their families. The membership and partnership are second to none. Onward and upward we go, being the best stewards possible over the resources weve been blessed to have.

Bill Whittaker You owe it to yourself to give them a call. I tried other lending companies only to be denied, interest to high or payments to high. the borrowing club was fantastic, Daniel Ahonkhai went above and beyond to get us loan choices that we could pick from. he help us threw every step and made us feel like a valued customer and he truly cared. Ask for Daniel you wont be disappointed

Johnny Emmanus Very good

Eric Pickens I have been working with SWAG for years and they’ve done a great job. Highly recommend.

Roger Desmond What we love the most about Aaron is his availability to clients with any questions they have regarding their financial situation. His attention to detail, listening, and engaging with us to be sure we understand are out of this world. How often can you carry on an unscheduled call with someone you feel gives you their full attention and even looks up things youre asking about while on the phone? Aarons ability to explain things at a technical and granular level in such incredible detail, then turn around and make it understandable for "common folk" like us, is a trait that is sometimes overlooked in this field of work. His ability to TEACH so you understand vs. be TOLD is a complex skill to master. I felt that other advisors become frustrated with engaging questions that maybe they didnt know how to answer and just followed up with what felt like, "let me do the thinking here. Thats what youre paying me for". Unlike other advisors that post that they are simply CFP, Aarons education in accounting and Masters in Business Administration (MBA) shine through when explaining his thought process with a particular investment or question from us. After I looked up what it takes to be a Chartered Financial Analyst (CFA), I know for sure that isnt an easy accreditation to earn. You have to be an intelligent guy to get to that level. Knowing that we are working with someone who doesnt simply type into software a risk level and a clump of ETF is spit out is what separates Aaron from the rest of the pack. Keep it up.

Steven Del Nunzio Only wish I was able to give more than 5 stars. Karly Guiliano has been nothing short of amazing. Helpful, patient, intelligent, easy going, can go on and on. Michael Nieves was equally amazing at the banking center. He helped me through paperwork a local bank was requesting and actually waited for me after hours to process the deposit.....on a Friday afternoon no less. Over all experience top notch. Could not have expected more. Highly recommend both of these wonderful young people.