Edward Jones - Financial Advisor: Nick Navetta, AAMS® - Ocala (FL)

Max Power Josh Jimmerson helped me refinance my house. He was there every step of the way, from submitting the proper forms to signing the final paperwork. During the middle of the refi we hit a snag on our loan rate and Josh fought to ensure that our rate was as low as possible. His response time for questions was quick, often on the first call. Thanks for everything Josh! We saved a few hundred dollars on our mortgage.

Melissa Anthes I have been dealing with this agency for several years. They are very attentive and have always put my needs first. I would especially like to recognize both Chrissy and Ditte, as they have always been exceptional! I highly recommend this agency and their wonderful employees.

Barry Higginbotham InVestra has been handling my familys finances for quite some time. I couldnt be happier with the results and communication. I highly recommended their services!

Trevor Wilson Mr. Eppes is absolutely fantastic to work with! He always takes the time to make sure he is understanding what your goals are and will explain how you can get there through different avenues. His website is one of the best for consolidating all of your information in one place, and it has tools for you to hypothetically plan out different scenarios. 11/10 would recommend!

David Silverman Needed a notary stamp and had a very pleasant experience. LaShaun met with me promptly and took care of my needs in a very professional and friendly manner. What more can you ask for! Will definitely use again for notary services.

Ron Ballard Terri Heckman is the best.