First Resource Group, LLC - Daytona Beach (FL)

Dorothy Carter All the searches was helpful. Very pleasant and professional Thank you very much.

Tony Gambirazio As a business owner, I need 21st century technology, backed by the human touch. International Finance Bank gives me both and my banking is easy as pie! I highly recommend!

Leon Reval A YouTube video featuring Dustin and Jazz Wealth caught my attention while browsing the internet. This chance encounter prompted me to undertake a comprehensive assessment. Following an exhaustive review, I felt assured enough to allocate my life savings to Jazz Wealth for the purposes of growth and development. Amidst a multitude of investment companies, Jazz Wealth distinguishes itself as a superior resource and investment opportunity.

Darling Carrión Thanks to them, we were able to make our dream come true! Now were happy with our new home.

Margo Rust Anastasia is a caring and knowledgable financial planner that is considerate of personal goals and situations. She is efficient and respectful of time in all meetings and communication. She is a wonderful person to handle any insurance and financial needs!

Sedler gustave Currently starting working at Connecting America a few months ago. I can honestly say I’ve found my people. Working with James and Patrick and Subruna have been amazing, best mentors. I’ve learned a lot in just a few months. There haven’t been a day I walk in that office without leaving with some knowledge and wisdom.

Richard Devine We are so lucky that we have had Jax Wealth Advisors guide us through the years. A couple of decades. Lee Little, Valarie Heineman and Connor Little have navigated our investments with expert knowledge providing my family with a retirement plan that makes sense. As financial planners they are the best. They have grown to know us through the years and continue to gain our confidence with their solid results in performance. We have always felt secure with the size of Jax Wealth Advisors, large enough for our needs and small enough to know what those needs are. Because of them , me and my wife were able to afford to retire. Not an automatic. ... We are so grateful for Jax Wealth Advisors. Thanks to Jax Wealth Advisors.

Ken My wife and I have been using this firm before they moved from Woodbury to Melville. We started with them in 2013 mainly because they are fiduciaries and only charge a percentage of our portfolio. There are only 3 people at the Melville office and all have been together since before we started in 2013. The firm has joined the “Wealth Enhancement Group” to access more financial resources. They have kept us well informed via Emails, phone calls and information progress meetings in their offices. Needless to say we have both been very happy using them.

Kathy DeMoya Ed and his staff are a service oriented team. Ed is very accessable when we have questions or concerns. His advice had been solid and specific to our wants and needs. We have trust in him and look forward to a long relationship.