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

Michael Rich By donating cars, boats and other personal property such as residential contents you re-purpose these items along with receiving your tax credits. We hired The St Lucie Appraisal Company from Fort Pierce, Florida to appraise the contents of our dads condominium which were then donated to United Way. We received an excellent appraisal and IRS forms from St Lucie Appraisal and both they and United Way were very prompt in getting their respective jobs done.

Ron Zimmet I have had the opportunity to work with Chay Stewart for many years. I have always been extremely impressed with his ability to navigate the complex and ever changing financial markets. If you are looking for someone who is trustworthy, will give you personal attention and will look after your financial interests above his own, look no further than Chay Stewart.

Chucki Artis Mr.zalen was so understanding helped me out with my problems I was sos stress but in help me and was able to put the biggest smile on my face great person

Yamaha Rider My tax return was done in good time, and the staff were pleasant and accommodating. I will use JH in the future...Henry S.

Mike Meltzer I have been using Bill Sines at Senior Financial Services for 11 years. Both investments and tax preparation. Great team.

Angelstar Colon Me and my husband have been dealing with Elizabeth Lane for years and she is wonderful. She knows everything there is to know about financial planning, stocks, mutual bonds etc. We know we are in great hands when it comes to our money and Elizabeths great knowledge of how to handle it. Thank you for everything. We have been blessed having you as our financial planner. If you are on the fence about having a financial planner go see Elizabeth and you will be happy you did.

Fatih Yildirim They constantly call and want to give loans, dont believe them and dont do business with them. Im tired of talking to Indians like that.

Eric Im just going to say this, had an issue, and thanks to Tricia Moore, who contacted me right back, my issue was resolved to my satisfaction. Cant say enough about Tricia, but she rocks !!!!!, (UPDATE) This company has gotten bad, went to lease another bike less then a month ago got approved, had to cancel due to some family issues. Went today to lease another bike,nothing has changed in the past month, and was declined. When I bought my previous bike over two years ago, paid it completely off including the end payment, Dont know what happened to this company but there not how they were before

Yitzchak Khaimov I had the pleasure of speaking with Cary, and I can’t say enough good things about the experience. From the start, Cary made me feel comfortable and heard. He took the time to really understand my financial goals and concerns, and explained everything in a way that felt clear and approachable — no pressure, no jargon, just honest and thoughtful advice. What stood out most was how genuine he was. You can tell Cary truly cares about the people he works with, and that means a lot in a world where financial conversations can often feel intimidating. I walked away from our call feeling more confident, more informed, and grateful to have had the conversation. Highly recommend Cary to anyone looking for a financial advisor who’s not only knowledgeable, but truly kind and trustworthy.