Edward Jones - Financial Advisor: Ryan Iosco, CFP®|AAMS® - Stuart (FL)

Tolicia Roberts By far best credit union I have ever had . I had the pleasure of working with Alicia . She was super reliable,friendly , knowledgeable, and fast. Customer service is beyond a 10/10.

fred hernandez Robert is extremely skilled with tax paperwork I feel strongly in highly recommending his services I will be back to my taxes again and telling my family and friends.

Diane Newham Miracle has made my experience with insta loan a five star hit. Polite, kind, and gentle are the customer service reps the have on our side. She was outstanding

sara jeffords i would highly recommend new American funding they were attentive and reliable even after hours if i had questions. very informative and guided me through the entire process and made sure i was notified with all and any updates. they pulled for me through this when i was at my most stressed. Ruth Wallace is the bomb and so sweet. thank you so much

Scout Garren I was recommended Nathaniel Hudson by a friend. Do not make the same mistake. I’ve had to use him 3 times, he accidentally pulled $5k more out of my account after I already pointed out the error and he still filed. Now, he didn’t file paperwork, for over a week that was for a deposit I NEEDED. His inability to do his job is deeply impacting my finances. He doesn’t even seem to care. He’s playing with peoples money.

Dingle Berry From my first experience with Mariner via a “live” mail check, and my subsequent interaction with them - I’ve been completely satisfied. Joanna is extremely good at what she does, as she guided this dufus (me) through a loan refi over the phone. Good follow up from branch manager to ensure everything went smooth. App is convenient and fairly easy to navigate.

Jillian Ozkara Benchmark was a wonderful place to work both in terms of professional development and culture. I’ve worked for several financial planning and investment firms in the past. Honestly, I have seen so many underhanded activities, such as advisors charging high commissions or selling products clients did not need. The advisors I worked with at Benchmark had integrity. It’s a smaller firm, so advisors are able to work closely with clients and build relationships. The advisors were honest, reasonable, and genuinely cared about each client. If I weren’t a Financial Planner myself, I would consider hiring Benchmark. They look your complete financial picture—they don’t simply sell products like everyone else.

Ernie Sanchez Colleen is so incredibly sharp and savvy on portfolio design to maximize what you have as tempered by your risk comfort. Shes just a joy to work with; so personable and friendly. If youre looking for a financial advisor, go see her....now!