Florida Financial Advisors - Jacksonville (FL)

Dennis Pfeiffer I love this bank! i walked in to cash a check on my birthday and they actually sang Happy Bityhday! I left feeling happy. Inverness branch manager Mary is awesome and the staff is always upbeat and personable. Highly recommend.

Darrell Reneau We’ve been working with Tabitha for over a year now as the bookkeeper for our nonprofit organization Citrus High School Boosters. She helped us not only set up and maintain our bookkeeping, but also guided us through establishing our bylaws and becoming fully incorporated as a nonprofit. Tabitha is highly professional, extremely reliable, and very knowledgeable about nonprofit compliance and financial management. Anytime we had a question or needed help, she responded quickly and clearly. Its been a huge relief to have someone so capable and trustworthy supporting our mission from the very beginning. I’d highly recommend her services to any nonprofit or small business needing help with bookkeeping, incorporation, or organizational setup. Working with her has been one of the best decisions we’ve made!

Robert Brown We recently supported one of Bryce’s clients with a document signing and were impressed by his professionalism and clear communication. Always a pleasure partnering with those who value client care. We look forward to working together again!

Jeff Been with Bob and team for over a decade. Nice to have someone else tracking details of markets and economic variables we dont have time to monitor.

Dominga Padron So blessed to have met Kimberly at Metropolitan Ministries she truly has a kind caring heart and soul, she made us feel safe and welcome the moment we stepped in the door. Great organization!

J. Shaw Renner I have been a client of Mr. Charles Bryant for over 8 years. I am very pleased with his watchful eyes concerning my portfolio. He is the reason I have been a client for so long. As a single woman, I appreciate his expertise in investing. Update: Just want to say it’s been 2 years since my original review and Mr. Bryant is still my Financial investment consultant. He is doing a great job. And my investments have flourished through all the covid 19 months. Thank you Charles Bryant!