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

Bertonise Exaré I had an amazing experience with Simon! He was professional, knowledgeable, and made the entire tax filing process stress-free. He took the time to answer all my questions, ensured I got the best possible return, and handled everything efficiently. Their attention to detail and expertise truly set them apart. I highly recommend their services to anyone looking for a reliable and trustworthy tax preparer!

K M I have the utmost respect for this office and the wonderful people who work here they care about me and my investments! I feel like Im a member of their own family Mr. Crutchfield watches over my investments as if they were his own he keeps me informed on all of them either by a phone call or written letter. They came very highly recommended by an attorney of whom they also handle his investments. My money has grown since Ive hired them couldnt be happier!

Selena McCoy Very helpful and knowledgeable. Willing to go out of her way to get the job done. Does a great job not because we are here clients but she has a big heart. So blessed to have have the best team. Mrs. Christy Mathis and Mrs. Catriese Johnson

Mia Tramontana Working with Peter and the Keystone Financial Planning team has been an absolute pleasure! Peters expertise and professionalism are second to none, and he genuinely cares about delivering the best. Visiting the office is always such a welcoming experience—Krystal is always so kind and helpful. If youre looking for a team you can trust to prioritize your financial well-being, I highly recommend reaching out to Peter Pastman at KFP.

Ruth Limon Great service. Highly recommend you do your financial planning with these group of amazing people. Knowledgeable with teacher hearts. Great people!

Samantha Nangia This office truly cares about it’s Clients and the staff is always available to assist - I have seen amazing growth in my portfolio