Garlisi Wealth Management of Raymond James - Ocala (FL)

nancy n Jacob is a stellar human, whom I trust more than any financial advisor I have ever worked with! He was a brilliant analyst even in high school, with such a strong vision of sharing success with others. I never met such a bright young man with such a solid and strong character! Now that I work with him, I’ll never look back at all the disappointing experiences I had with the big institutional advisors. I’m never worried about what the market is doing, because Jacob performs so well throughout; he truly understands my risk tolerance and income needs. He has my holdings well diversified, with limited downside risk, and with guaranteed income for retirement. He spends as much time as needed, to make sure I understand everything and make informed strategic decisions, all stress-free. The people that find Jacob will have a trusted advisor for life, and for the next generation, too! 10*++!!

Elba Estrella Peggy was very kind and professional with me, she helped me a lot with all my doubts and questions. I came because of a friend who told me about BFS and the service they gave me was so good that I referred my aunt and my son and I will continue to recommend more people.

Sharaya Pierce If you are a business owner or a tax professional, this firm is the way to go for education! Professor Ferey and his library of books has provided me with information I have been looking for over years of "tax frustration". So far I have taken his course on Corporate Taxes, and am in the process of completing his prep course on becoming an Enrolled Agent and with every session I was able to leave with more knowledge than I came with. Hes truly dedicated to your success! I look forward to taking more of his courses in the near future!

Liza Brandenburg Stacey did a great job and I of course would recommend her for my next filing year with Jackson Hewitt !

Dee Carpenter Our taxes were prepared and submitted in an amazing period of time with one trip to the office. Everyone was pleasant and the office was clean and well presented. Jeff did a great job! Thanks!

Lori Galster Great help. Highly recommend to anyone needing investment help.

Tom Macklin Trudy and her Staff are wonderful to work with. If I have a question and they cant take my call, they are always quick to return it. Trudy sat down with my wife and me and developed an investment strategy that met our immediate and future needs. Very happy.