Integrated Financial Strategies - Jacksonville (FL)

Dan Vital Great experience. Totally professional and exceeded expectations.

Lana Peters TrustWell equals peace of mind. Partnering with TrustWell to help manage and optimize our financial investments in our retirement years has proven to be a smart decision...and valued blessing. The TrustWell Team, especially advisors Bradley and Brett, go above and beyond - customizing and monitoring all aspects of our financial well-being...always, with our best interest at the forefront. At the core, we trust and value the expertise, experience and integrity of TrustWell and its advisors, especially as a faith-oriented team. We whole-heartedly recommend TrustWell.

MLK Nard Great overall company.. I don’t usually leave reviews, but PNC literally helped change a very important aspect of my life

Luis Collazo She have been my financial advisor for over 5 years. I always recommend people to her. If you are looking for a financial advisor she is the perfect person for that. She is super friendly and down to earth. She can also help you with you 401K or open an additional retirement account.

Shawn Baecker Mr. Joel Dunham has been taking care of us for almost 10 years, and I can honestly tell you that he is up with the best of the best. He will take as much time as you need to answer all your questions, his knowledge is superb, and we trust him with our lives, literally. He applies his personal, Godly/Christian standards to his work, and is always honest and forthcoming, and we feel like family when we are in his office. Dont hesitate to at least give the office a call and schedule a time to sit down and get started on your life after retirement. Tell Dianne that Shawn sent you! ;) In reading the other reviews, I dont think its fair that Google allows someone to leave a 1-star rating on someones business without at least 20 words to say why. I cant imagine anyone having a 1-star experience with Joel.

Debra Jones The best !!! Mr Ceparano knows what he’s doing, and I trust him 100%. Thank you MODERA !!!

CV2 Thank you for the best financial, efficient and professional service. They provide an excellent customer service with the necessary speed to solve your financial problems.