Edward Jones - Financial Advisor: Mike Calidonna, CFP®|CEPA® - Panama City Beach (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!

Tom Macklin Trudy and her Staff are wonderful to work with. If I have a question and they cant take my call, they are always quick to return it. Trudy sat down with my wife and me and developed an investment strategy that met our immediate and future needs. Very happy.

Chase C. Smith When I was planning to start my own business, I thoroughly vetted numerous BDs & RIAs to affiliate with. Im so happy I went with IFP! They presented the best combination of personal service, technology, pricing, and industry experience. After working with them for several months now, I can confirm they are able to deliver what they promised. They provide the back-office support I need to run my operations without dictating every detail of my business.

denita kitto We have been with Charles Schwab for many years and have used several different offices as we have moved from a few different cities. First of all the service we get on the phone is always outstanding. We always are able to speak to a real person 100% of the time . In regards to the local office in St Augustine , Justin is amazing ! His personal customer service is top notch ! He is always there when we go into the office and gives us incredible attention . Minette, At the front desk is very personable and efficient.

Mathew P Theyre so great over here at amscot!! They hold a special place in my heart theyve helped me so very much. People talk about the crazy interest rate but really its like twenty to forty bucks to get some cash for a couple few weeks and really its no different than having a really good friend that knows youll pay them back so you throw a little on top. Thank you team, your greatly appreciated! Read some of the other reviews and decided to expand upon my review. These people behind the counter work extremely fast and are very efficient at what they do to be honest. Ive been using amscot and tell ya what Ive NEVER had a bad experience, the staff is friendly and if they ask something of you its because they NEED it to do their job. Theyre not being any kind of way about anything except for following protocol which is their job. To anyone I ask that had a bad experience [ I get everyones not having the best day but remember theres two sides to every story]. How did you act? These people are good right in right out, they handle the lines well, they move them through fast anyways so theres really not much of a line to speak of.

Nicoli Professionalism, Responsiveness Mr Juan Pablo Bejarano is an excellent financial advisor. I have been working with him for just over 8 years now and have been very pleased with my returns, he talks in Spanish with me and the guidance he has provided me on how to properly save for retirement. He is honest, trustworthy and makes you feel extremely secure with your finances. All necessary attributes when investing your hard earned money. Would highly recommend his services and ideas.

Valka Stormcutter They are always very nice and real people easy to communicate and I’ve always gotten what I needed done with my insurance and they were always very understandable. They’ll talk to you about other options, but it has never been that salesman approach, which I hate. Ricky was awesome!

Drew Elizabeth Unseth So pleased with Bayview! We found their staff to be responsive and available at any time, complete with thorough and comprehensive planning services! Would highly recommend Bayview!