Edward Jones - Financial Advisor: Ron Wheeles - Brooksville (FL)

Laurie Santiago Excellent service and money was available same day

Melissa Sherk-Keech Sarasota Realtor I have had an amazing experience working with Corey Sherk in Bradenton Florida. He has taken the time to understand my financial goals and is always happy to explain in depth anything I have questions on. No confusing jargon- just solid advice and smart strategies that make me feel confident about my future. If you are looking for a financial advisor who is approachable, knowledgeable and genuinely cares about your financial future, he is the one to call.

Michele Accola John went out of his way to help me and my husband understand what we were signing, the numbers that were being presented to us and took time to explain in detail the process of things. He’s super personable and makes you feel comfortable in the decisions you’re making … while also guiding us in a way that was best for us. It didn’t matter if it was 7am, 10pm or the weekend … he was always available to talk. Thank you John for everything! We truly appreciate everything you did for us.

Karen Vallario Tyler is very knowledgeable and extremely helpful and goes above and beyond for his clients. I would refer anyone there especially my friends. I will continue to use his company for all of my financial needs in the future.

Lisay Alonso Debbie was very professional,kind knowledgeable, and went above and beyond to help me .Her dedication to ensuring a smooth and efficient process. I felt valued as a customer and confident in the decisions I was making. I highly recommend her assistance to anyone looking for outstanding customer service. Thank you for making this experience seamless and pleasant!”

Mark Thompson I was in the final stages of a business acquisition transaction that required key person life insurance coverage and accessed Michael and Susan Gray online at MEG Financial. They responded quickly and Michael and I were talking on the phone hours after my inquiry. We discussed my short timeline to secure this coverage and Michael explained the required next steps and that if we jumped into the application process quickly we could have this coverage in place to meet my timeline requirements. He found the most affordable coverage and carrier option for my coverage request and completed the initial application on the phone. Michaels wife Susan then jumped in through emails and phone calls to expedite the required physical exam and submission to the carrier underwriters and walked the application through to ultimate acceptance such that the policy could be issued in time for my transaction to close. I highly recommend Michael, Susan and their Team to anyone looking for key person life insurance coverage. They are located I believe in Florida and I am on the west coast in Washington state and their knowledge and responsiveness in this process made me feel like I was working with someone in the office building next door.

Kay Purvis I was introduced to Patrick at Landing Financial Group and then went to a dinner meeting to learn more about the firm. Its close to two years now since I made the decision to partner in investing with Landing Financial. Im a senior citizen and it was time to gather my assets under a professional directive to gain the best outcome for me. My goal was not to run out of money and to live as independently as possible. I have been more than pleased with the outcome, the availability to call and speak to Patrick reassures me of my decision. Finally retired and enjoying the fruits of my labors!

penny mccarty Rachel did a great job! She was very friendly and helpful. Definitely would recommend going here 10/10

Jacqueline Campbell We are longterm investors/clients at Safe Harbor. They are one of the finest fiduciaries there is!

Lavender Grey Sky Excellent in every way. 5 stars are not enough. Banks have a long way to go to even come close to Radiant Credit Union. They put their members first and thats something banks will only do for the rich.