Edward Jones - Financial Advisor: Ron Francis III, ChFC®|WMCP® - Wildwood (FL)

neal cohen This was at a satellite Charles Schwab office. It is relatively small but the people working there work as a team so if the person I usually use is not in I can get the exact information I need. Very helpful and quick. They understand what Im looking for and guide me correctly. Quick and helpful

susan doolittle Danielle has been our financial advisor for over 10 years. Finding someone who really cared about our life as we were approaching retirement was very important. We also wanted someone we could trust and had our beat interest in mind. We found that in Danielle. We have recommended her to our family and friends we now live in Alabama and still stay with her and can call and zoom call with her anytime. She is always there for us. Thanks Danielle.

Iliana Joulwan I run a small marketing agency, and when one of our major clients delayed payment, we found ourselves in a cash crunch. This Merchant Cash Advance helped us bridge the gap and avoid laying off staff. The process was very efficient from application to funding took about 48 hours. Their support team was communicative and made sure I understood the full repayment structure.

Paul Daley Rob is patient and detailed in his review of your needs. He devises a plan and explains options to you. I highly recommend Robert Dale as your financial advisor.

Chairman LOGIX College Good