Jay T Hoffmeister - Financial Advisor, Ameriprise Financial Services, LLC - Bradenton (FL)

Michael Morgan, Esquire I am very pleased with Capstan. I appreciate a firm that is proactive and actually manages accounts. I strongly recommend Capstan Financial.

Kelly Stoudinger Can’t ever get an answer when u call not help

Azeez Ismailov I have big complaint to the Truist Bank. I’m truck driver in company CBA Logistics LLC since year 2020, and until today didn’t got my salary checks late. But, today my company’s representative notified me that my pay check can be delayed for two weeks, because their accounts was frozen by this bank’s crime department without any notice and explanation. This is ridiculous and I’m sure, that only Truist banks fault, because I know company where I’m working very well. I’m highly not recommend to do business with this bank. They blocking accounts without any notice and explaining. Now I’m late in my payments and schedules because of this banks big fault. Unprofessional and ridiculous.

Terry C We thoroughly enjoyed meeting Nikki and Sarah at a recent social security seminar that we attended. They had a lot of good information to share so I would suggest this for anyone who may be nearing retirement and has some questions. We met with Nikki today for a private consultation and we are looking forward to a planning session with her where we will talk about some more specifics.

Rick Woodward We have been with Edward Jones for a number of years. We recently moved to Amelia Island and decided it would be easier to have our financial advisor here and be able to do face to face meeting. OMG what a difference Crystal has made in our first couple meetings. I feel like I am working with a totally different firm. I have to say people make the difference and Crystal has made a big difference. In my opinion she has gone above and beyond my expectations. She is helpful, listens well, explains well, follows through and I just feel like she takes everything so personal and wants to do the best possible job she can like these are her investments. But yet allows you the freedom to be creative so you have your touch on the investments. I cant say enough good things about her and her awesome assistant Michele. My wife and I feel extremely comfortable and trust them. I cant say we have had that feeling in the past with a couple other Edwards Jones advisors we have worked with. I highly recommend Crystal and Michele if you are looking for people you can trust.

Darwin Eckert Great service

Allison Wilson They truly delivered on their promise of same day loans in Kissimmee. From application to payout, it was one of the quickest services I’ve used.