JD Miller & Associates - Largo (FL)

Mr AyeLuhDude So every month around the same time I would go through the whole process again.(answering why do I need such a large amount in cash) Which always made me feel uncomfortable.(introvert due to poor hearing) But the reason I would draw it all out was because my card would decline and I’m looking southern, knowing it’s there. So I’d have to call the branch and raise my limit every time I had large payments. So today same thing as usual but, I was blessed to speak with ZENIA(Labelle Branch). Which simply explained that the daily limit increase was only good for 24hrs and all I have to do was sign a form to permanently increase my limit. Something so simple made my day because she understood my frustration and her patience and professionalism towards problem solving is top tier.

Jinette Saez This is the WORST company EVER. I lost my job and requested a distribution back in May and still have not received it. They charged a $75 fee to process my request. On my last call I requested to speak with a supervisor because they want to charge me a $25 fee to stop and reissue the check, I was told by the representative that they didnt have anyone available so I would have to receive a call back in about 2 days. That was over 3 weeks ago and I NEVER received a call from them. Today I tried again and was told the same thing that a supervisor would call me back but when I said I didnt mind waiting the representative hung up on me. HORRIBLE service and none of them showed any empathy for the fact that I had lost my job, I was just another customer calling on the phone with an issue that they did not want to deal with or do the right thing for. DO NOT USE THIS COMPANY TO HANDLE ANYTHING FOR YOU. This company is not reliable or professional and they DO NOT CARE ABOUT PEOPLE.

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.

M H Robinson Wonderful people to work with. Mary Jo returned every call and email promptly. Mr. Saunders advice kept me calm during some stressful periods. I recommend Mr. Saunders and Mary Jo Jerkins.

michael Lamb Called to talk to Jan for a quote for commercial insurance 2 different times and never heard back. Very disappointed!