Edward Jones - Financial Advisor: Reagan K Potts, CFP® - Gainesville (FL)

5 /5 Karen Porter: It is quite odd that the 1 star review met with Reagan and thought she was a he. I have had her help me with my portfolio for years and SHE is great!

5 /5 Kt Jones: GO HERE! If you are looking for financial & investment advice you have to see Reagan. Consults & appointments are free of charge. No matter your financial situation Im certain Reagan can help. The office manager Lori & Nocole her assistant are fantastic. Many times I have called needing something done at that moment & no matter the difficulty Lori or Nicole have any issues resolved & my request completed. I just dont have to worry!!! Reagan & her staff are extremely proactive & prepare me for upcoming events that may effect me or my account. The Edward Jones online tools & account services provide multiple ways to manage accounts, research finances & communicate with Reagan & her wonderful office staff. They always make my appointments convenient for me via, phone, internet, in office or in person. If your considering a consult or want to transfer your accounts, write down your goals & needs & they will help you reach them!

5 /5 Pamela McLeod: Regan makes all the intricacies of the market and finances easily understood. She is there for all of our family’s needs and we are so grateful for her knowledge and her caring personality.