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

Lisa Tilley Catherine is one of the most amazing and knowledgeable women in business and financial advising. We have enjoying learning how to better invest for our future and our retirement.

Samuel nowhere near as good as Chase nowhere near.. Chase is way more efficient professional theyre both getting almost zero interest on your savings account but so does Bank of America give nothing youre basically using the account to service your everyday needs e... this place is just an aged dated location and theyre whole institution set in their ways youre bound to run into problems with them... especially since the big story on the news about 10 years ago where they used to used open accounts on the customers names who never asked for them was a huge scandal and billions of dollars in lawsuits... stay away from this place stay away go to Chase two blocks away youll be way happier or theres a Bank of America within a few feet of here

Dave & Lisa Luce John Newell was awesome - very knowledgeable and helpful to us as we navigate our future. He gave us some solid information and was quick to respond to any questions we had after we did our financial review.

Brenda Mann Sean Adams was helpful to me when I needed help filling for short term disability. He made sure he was on top of it with the agents at Nat’l Life group.

a kohn I want to extend my sincere thanks to Jenny for her exceptional work on my business plan. Not only did she capture my vision with clarity and professionalism, but her strategic guidance played a key role in helping me secure an approved license—the first of its kind. Her attention to detail, industry knowledge, and ability to communicate complex ideas in a straightforward and compelling way made all the difference. I now have a strong, investor-ready plan and a solid foundation to build on. I highly recommend her services to anyone launching or growing a business.