Edward Jones - Financial Advisor: Taylor M Schenone, CFP®|AAMS® - Fort Myers (FL)

Diane Gosnell Doreen is knowledgeable and willing to do the research to find the best policy for you. Friendly with a great sense of humor. I feel like we have made a friend who can help us with our insurance needs.

Mack Newell In a time of considerable turmoil in today’s economy and markets, one should look to lean on an advisor with experience, open mindedness and vision of long term personalized financial goals. From our experience, I can whole heartedly and genuinely say you need not to look any further than Monarch Wealth. I personally enjoy our regular email updates to simply keep us informed meanwhile adding a “personal touch” to things. Our investments have gained a return significantly greater than any previous financial institutions we were apart of. If you are truly looking for a sound resource to invest, I highly encourage you to give them a ring.

Christine Banta Very kind and explained everything so that I understood what I was doing with my money. Very important! I highly recommend.

E. B. Used the Money Gram service a long while ago. Not sure how many people do it in person compared to their online app that takes it directly out of your bank account. I imagine its helpful for folks that dont have bank accounts.

Bill Martin Sounded like he new what he was talking about. Transferring my accounts to him.

Ashley Fralick I was really in a bind and Patrick drea and Kat were so helpful and understanding and helped me with quickness and empathy absolutely recommended and they have a great selection

Rome C We get compliments when referring them to our clients for their financial needs.

Larry Lanpher We have been clients of Jimmy Ferrell and most recently Will Ferrell for 30 years! They are very knowledgeable and trustworthy in the Financial world:. In addition they have an amazing team, in particular Elaine,Paige and Michelle. We have and will continue to recommend Beacon Point to all our friends and acquaintances.

Darius Caswell I received exemplary professionalism from Howard Lawson in preparation of new home insurance policy. I would recommend JD Insurance providers to everyone, who has interest with a firm that streamlines home insurance coverage that meets the needs of their clients, and an insurance representative that embraces consummate customer service.