Integrated Wealth Solutions of Raymond James - Orlando (FL)

Alice Kerr David and the Treece Team are simply the best. Having just embarked on our retirement, we felt a bit nervous about how to best safeguard our nest-egg. Team Treece provides advice and recommendations tailored to our specific needs, listens to our concerns, and explains the intricacies of financial management in language easy to understand. We highly recommend this team to anyone needing a solid, experienced, and approachable financial planner.

wolfY _ Everything was quick and simple, very straight to the point and respectful. I thought the process was going to take longer since youre taking out a loan but I had my money just 20 minutes later! Amazing. Thank you.

Leonardo Luna Ivan is a knowledgeable and experienced professional who will take the time to sit down and first and foremost become your friend and trusted adviser, understand your needs, ask the right questions and finally come up with the right solution for you. Its a completely different story when you sit with someone trying to fit their product to you, as opposed to Ivanhoe who will find go out and prepare the right strategy for you with the ingredients that best fit your goals.

Melissa Sherk-Keech Sarasota Realtor I have had an amazing experience working with Corey Sherk in Bradenton Florida. He has taken the time to understand my financial goals and is always happy to explain in depth anything I have questions on. No confusing jargon- just solid advice and smart strategies that make me feel confident about my future. If you are looking for a financial advisor who is approachable, knowledgeable and genuinely cares about your financial future, he is the one to call.

Robin Pelletier Thankfully, we chose Edward Pruitt Jr. with Edward Jones when we moved to Palm Coast 6 years ago. As the saying goes in Gone With The Wind, “I don’t know nothin’ bout birthing babies”, the same goes for investments and managing our money. We needed someone to make the right investments and help with money management. We knew nothing. We’ve seen our numbers increase and we have total confidence in Ed Pruitt and staff to help us build our nest egg plus more. Whether you don’t know enough to do this on your own or you know a lot, Ed Pruitt will give you peace of mind with growing your money and understanding what he’s doing to build your money. I HIGHLY recommend Edward Pruitt Jr., financial advisor (and life saver) with Edward Jones financial services. Go Now!

Angella Henry The transaction was easy, efficient and professional. Thurman is an asset to your Organization and I love doing business with you. You are caring kind and always willing to help. Thank you for helping me today. I will certainly recommend family and friends. God bless Thank you. I look forward to a long partnership you.

Erica Houdyshell Cypress bank has gone above and beyond to meet my expectations. Their dedication to their customers is unparalleled and I will continue to rely on them as a source of trust for my financial means.

Larry Peoples, Sr. The team at the Clearwater branch were outstanding. Eugene was professional, courteous, helpful and made sure my Wife and I were comfortable. Amanda assisted us with a Power of Attorney issue and was awesome. Corey then helped us at the counter with a transaction. Great people. Great place. Thanks very much!