JAG Financial Services - Melbourne (FL)

Raborey Bennett Everyone there is professional and know what they are doing.

Karen Conners Interesting

Jennifer Conner Thrivent is a great company to work with. They have great staff and are amazing to work with!

Tee Fonts A+ service. Johana was wonderful! I did not have a wait. Parking was free & hard to find your first time, go to the apartment entrance and follow the signs or call an agent.

Clifford Mann Very good at helping the people out

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.

Wayne Lynch I just want to say thank you for a job well done you guys are fast patient and everything was done without me entering the office. Representative who helped me was just awesome thank you.