Edward Jones - Financial Advisor: Robert Woodard, CFP®|AAMS® - Lake City (FL)

Debie Kirkpatrick After 7 years in retirement (DIY), I was ready for some help from a CFP.  I worked with Steven Clark on a project basis over several months to develop a comprehensive personal financial plan, and I can confidently manage my investments using this plan. Step by step, we talked through my personal circumstances, investment preferences and style, risk tolerance, cash flow analysis, fraud protection, insurance, legacy planning, and the WHY of everything. The process was comprehensive, and I am very pleased with the end result. Thank you, Steven!

kelly harcrow Very knowledgeable and helpful. Quick response and handled my request in no time.

Jermain Conner Great group of people

Jill Phenomenal financial planner in the Fernandina Beach area.

Todd Swanson Excellent level of service at a reasonable fee. Our results have been superior with this highly ethical and professional organization

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.

S. McLendon Ruth and Vicky are always so nice, polite and very helpful. I would definitely recommend this Advance America to anyone. Great, Great Customer Service!

Pippy McGuire This branch was very friendly and helpful. Cambria was so kind and helped me with all my banking needs quickly and efficiently!