JBirney Financial - Flagler Beach (FL)

Jermain Conner Great group of people

Denise Lewis Thank you Mrs Dorthy. She was fast and helpful. Definitely will be visiting this location again.

Renee Wareing I have had the pleasure of working with Gregory and Jen for the past couple years, and my experience has been nothing short of outstanding. They took the time to understand my financial goals and set my portfolio to align with those objectives. My portfolio has grown beyond my expectations, they stay focused on current events and make the necessary adjustments to my portfolio to sustain its growth and financial stability. I also appreciate their advice on other services such as home improvement, trust planning, and insurance. I highly recommend Gregory and Jen.

Blake Hickey The team at Heritage Investment Group is incredible. The best financial guidance you can find. Period.

Eileen Kennedy Thais has been my advisor for more than 10 years. She has done a fantastic job of managing my accounts and has helped me to have a comfortable retirement. She is also friendly and easy to work with. I highly recommend her as a financial advisor.

Leonard Bivola Watch your assets.

Jeff Sabean I am a current client of the new Palm Beach office. The location is perfect as you can drive right up to the second floor and park right outside the door. They provide full service banking and Wealth Management. The interior is beautiful and the team is top notch. Highly recommended!

Dale Bohman I have been to so many used car dealerships the last week looking for a reasonable price on a solid used cargo van. These guys nailed it. Im very happy with my purchase. They were low pressure and high service! I would highly recommend them!