Edward Jones - Financial Advisor: Matthew E Lausell, AAMS® - Lakeland (FL)

Darla Ferrante Jonathan Di Rico is AMAZING! He always makes time for us, is warm & welcoming and helps us with solid investment advice. When my mother passed we had multiple transitional items to update and he walked us through everything! Thank you Jonathan!!

Ed Stephan My wife of 57 years has a degenerative disease, and it tears me apart emotionally to see her suffer. It also keeps me very busy tending to her needs. I know she will need Medicare coverage in the near future. However, getting qualified to receive available coverage can be complicated, involving critical limits on funding, accuracy and timing. The Hidden Wealth Solution referred an expert well suited to my situation almost immediately. I am very pleased with their experience and professionalism and I look forward to enjoying the solutions they offer.

Judith Oliver Betsy did a great job explaining how to switch my business checking account to earn 5% interest without any fees - my current business account with a national bank charges me $16 a month, although the business doesnt make a lot right now and I dont get any interest. iThink Financial definitely offered the best deal possible. Although I didnt switch right away, Betsy faithfully followed up and started a savings account with only $5 to be able to be a part of the credit union. I had to wait a little to see her, but thats what I have to do at my regular bank as well. No problem with this bank so far.

Luset M Jacques has been my tax preparer for the past 3 years and he never disappoints me! So professional, timely, and extremely knowledgeable. One year, I was having some issues and needed to get in contact with the irs and he got me through within minutes! I got my refund back within a week this year!! He is a gem! If you’re looking for a honestly Tax professional that will ensure you get the most money back the right way, Jacques is definitely your guy!!! Thank you Dyna Financial!

Nicole Helton I have used Amtrust bank for 10+ years and there isn’t an employee who hasn’t been friendly and helpful. Indira Ali is one of the most pleasant people to work with! She is knowledgeable, kind and probably the reason I have stuck with Amtrust for as long as I have.

Dean Schreiner Vertich & Uhler are a full service investment and advisory firm. They personally, Corey and Tom, are there for you and your family. I have been a client of theirs since 2014 and have never looked back. Their advice and interaction has been spot on. They have navigated myself and my family through some very interesting challenges and have always been up front, honest and dependable. They are progressive thinkers and are always looking to the future as to what is best for your situation. The team and the staff have always been responsive and seem to be able to handle any situation thrown their way. I highly recommend their firm and I am looking forward to many more satisfied years as one of their clients.

Tammy Peterson I would highly recommend Murrel Winters. I finally feel like I have someone looking out for my best interest

James Williams The staff is friendly, and take the time to remember you. They took the time to even help me fill out a credit card application. The best thing is if you lose your debit card you can just go to the bank and ask for a new one. It only takes about 10 minutes not the 5 - 10 business days that most banks make you wait.