Edward Jones - Financial Advisor: Seth Wilkins, CFP® - Live Oak (FL)

Genesis Gavilanes Prime finance made my whole experience when it came to my financial decisions and making my future plans easy and very informative. They were constantly attentive and supportive. Big thank you to my mentor Jordan Garcia, he made me feel secure throughout my whole journey and never failed to educate me in what was going on and what path is in my best interest. Prime finance group is a great place to choose when wanting any financial guidance, they’re trustworthy and the most generous group I’ve joined. 110% recommend, you won’t be disappointed. Everyone in the team is great but ask for Jordan and tell him Genesis sent you his way. Thank you prime finance for everything, I’m very appreciative, you guys made my whole situation so much easier.

Stephanie Crosby HIGHLY recommend this firm and their “Ask an Advisor” service! I needed some support on managing my backdoor Roth IRA so I reached out to James. He was very helpful in answering a few of my major questions regarding how to, necessary tax forms, moving some money around. As a person who doesn’t have a lot of investments yet, this one-time service made it possible for me to hire a financial advisor to make sure I’m setting myself up for success. Thank you, James, for concisely and patiently answering my questions!

B Top notch. Profesional and experienced.

Ronald Laramee Good service and very reasonable

Asheleigh Mulkey We just recently switched to this local credit union after being with a big branch bank for years. I regret that we didn’t switch sooner!! The service we have received has been phenomenal! Every time we walk in, no matter what teller is at the desk, they greet me by name before I even tell them any info. They respond to messages within minutes and are always so nice. The personal touches they provide is something a big branch bank could never provide. I’m so glad we decided to go with them and I just know we’ll be lifelong customers now!

Roberta Velazquez Allard Always kind and never a hassle, good selection of food and no bugs ever!

Letisha Gonzalez Quanita is THE BEST tax experience I’ve ever had!!! Her office was a whole vibe and she helped me get everything taken care of with like 6 different forms with no problems. So grateful for this office in Orlando, will definitely be coming back.

SNAKE MIESTER Very good service. Wonderful eggs and okra syrup pancakes. 10/10! Went back again, got some Mac and cheese. Delicious!