Jay Dolan, CFP® - St. Petersburg (FL)

Just Me Jay Fishe has been doing my taxes for over 20 years. He is the best in my opinion. The entire Team is very helpful and always professional. You feel welcomed and cared for here. I highly recommend them. Thank you Legacy Financial for your services.

Nathan Hayes Matt has been so helpful, he went the extra mile to get us approved on the right car. Thank you so much!! Highly Recommended!! A+A+

Gwendolyn Staten Whether you are retiring or just looking for ways to diversify your funds, contact Jordan Lee at English Financial Group! Hes knowledgeable, professional and very calm...no pressuring to make a snap decision.

TED GLIPTIS Very pleasant and attentive

APRIL SPAULDING I would highly recommend Tracey to anyone wanting to know more about building and reaching their financial goals. She can help you develop a plan even if you only start with $100. One of the many things I absolutely adore about Tracey is she goes above and beyond for her clients and fellow colleagues. She listens to your needs and helps fill them even it it has nothing to do with Edward Jones. She has built so many personal relationships with the community that she can direct you to the right person or business. If you need a Will or Trust, if you need a house cleaner, if you need a HVAC help, if you need a REALTOR...Tracey knows just about anyone for the job! Tracey is a very caring, reliable and trustworthy individual and I cant thank her enough for all she does.

Keno Johnson Clean and friendly place. Teaches about personal finance. Helped my family alot.

Celine Parot My husband and I have met with Anthony several times and to say we are impressed, is an understatement. He is beyond passionate about what he does and was very patient to answer every question my husband had. My husband is difficult to impress since he has been investing his own money for many years. We think Anthony was professional and put us at ease. We are excited about working with him!

Tran Ngan I’ve been working with Elizabeth for over 8 years now, and I can confidently say she’s one of the best in the insurance business. We’ve been through a lot together—multiple policies and assets—and she’s always been incredibly responsive, proactive, and helpful every step of the way. Elizabeth truly takes the time to find the best deals and coverage options, and she does it quickly and efficiently. I really appreciate her dedication and expertise. Highly recommend her to anyone looking for someone reliable and trustworthy in the insurance world!

Paul Daley Rob is patient and detailed in his review of your needs. He devises a plan and explains options to you. I highly recommend Robert Dale as your financial advisor.