Edward Jones - Financial Advisor: Melissa L Kincaid - Bartow (FL)

Trevor Payne Awesome experience with my taxes! Chris is very good and professional. He is always prompt and will answer my calls and text whenever I have any questions. Very happy with these guys and won’t be using anybody else for a long time!

Anand Desai Mark Payne and the office manager Sandy are great. Sandy is always pleasant on the phone and Mark is always a gentleman and gives me straight answers and honest suggestions about my investment options. Great people!

stephanie morale I need raymond james to give me as a beneficiary of my deceased mother dolores ensslen who died 3/14/2024 . my brother the executer /poa has no communication with me on all of moms a counts and well fargo banking savings and checking which was cl9sed i recieved nothing where did that money go?-dolores ensslen estate .. the trustee glenn her son does not inform me or give me my annual financial statements for years which is his job he also closes accounts and does not give me my share ..hes not doing his job and needs to be fired ..raymond james refuses to give me my needed finsncial reports the manager tonya tells me only glenn can give this to me ...well how do i get this when he wont talk or communicate for 4 years now with me ..something smells bad with both the executer and raymond james..i would have given you are 0 for allowing my brother to treat a beneficiary this way i want what is rightfully mine per dolores ensslen will..also moms house is going up for sale my sister vivian has let me know but thats the executer job and shoyld formally be in writing to communicate witg beneficiarys

Bailey Moore Charley & David have been a real asset for me and my clients. They are a pleasure to work with, professional and delivers on time, which is paramount in todays competitive real estate market. Charley is creative and goes above and beyond to ensure his clients receive top notch service/loan products, a seamless process and successful outcome.

Contessa Absolutely the best wealth management group we’ve had the pleasure of working with. Charisse Rivers had taken our investments to higher levels and we can’t say enough. She with her team of professionals understands the customer, their concerns and end goals. We couldn’t be happier.

Daniel Bozza Terek Wilson and the team at LSF capital made me feel like I was family. I felt they were very knowledgeable, professional, and truly dedicated to helping me achieve my financial goals. Highly recommend to anyone looking for trusted financial advisors in Fort Lauderdale!”