Edward Jones - Financial Advisor: Shirley Willis - LaBelle (FL)

Matt Fellows I run a small business and wanted to develop some retirement goals given the present and potential income generated by the business. John worked with me to develop a thorough set of scenarios, goals, and a few plans that would get me to retirement at different age targets and business performance levels. John is not only very knowledgeable when it comes to financial planning, he is a patient and genuinely caring person who wants you to succeed.

renee selph I recently had the pleasure of working with Shana at First Federal in Jasper, and I couldnt be more satisfied with the service provided. She demonstrated exceptional knowledge and professionalism throughout our interactions. Shana took the time to understand my financial needs and goals, offering tailored advice and solutions that were both effective and easy to understand. She made the entire process seamless and stress-free. I highly recommend Shana to anyone seeking expert financial guidance and support.

Louise Rothlein Excellent customer service and always willing to help! We wouldnt go anywhere else!

Kevin Leon Anthony Robinson, Elice Acosta, and Ladonna Pollard have been the best banking professionals I have ever worked with. When I came in for an auto loan, he made the process so simple and was in my corner working with the dealership. I worked with other credit unions in the past and never got the personal touch of working with Anthony and the GTE team. I plan to move my personal and business accounts from my other credit union.

Daniel Bozza Terek Wilson and the team at LSF capital made me feel like I was family. I felt they were very knowledgeable, professional, and truly dedicated to helping me achieve my financial goals. Highly recommend to anyone looking for trusted financial advisors in Fort Lauderdale!”