Jeff Jolly - Private Wealth Advisor, Ameriprise Financial Services, LLC - Key West (FL)

5 /5 Robert DePhillips Jr.: Jeff Jolly and his team are extremely knowledgeable and professional. He is easy to contact and always prompt and ready when meeting him. He was very straightforward with his recommendations and gave a very thorough plan to help my finances. I would recommend anyone to see him if are looking for financial advice and planning the best for their future!

5 /5 Paul Brooks: Working with Jeff Jolly has been exceptional. He combines deep financial expertise with a personal approach that makes complex strategies easy to understand. Jeff is proactive, trustworthy, and always focused on my goals. If you want a wealth advisor who delivers results with integrity, Jeff is the one to call.

5 /5 jill Farnham: Jeff sat with us and discussed every accept of our life. He went over our finances and which plan was best for our lifestyle. He is a very good listener, he is caring and knowledgeable. We are very excited that we picked Jeff to handle our retirement plan. I highly recommend Jeff for all your financial needs

5 /5 Tiffany Dunsmore: Jeff has been a welcome help with my financial planning throughout life changes. I met him through his nonprofit and community involvement with various organizations in Key West and it’s clear he cares about his clients as much as he does about his community. He is friendly, trustworthy and his guidance is instrumental when making financial decisions. I highly recommend Jeff if you need a financial advisor.

5 /5 Gadabout Key West: I moved my portfolio to Jeff a few months ago. I’ve had an Ameriprise Advisor for over 30 years. About 5 years ago my advisor retired. I’ve never met the last two and never discussed strategy. Thankfully I found Jeff. The needs change from a 30 year old to a 60 year old. He has some amazing products that I wasn’t aware of and has implemented ones that suit my needs as a retiree (who does not want to go back to work!). Jeff explains complicated things easily. I strongly suggest to meet with Jeff for a check up. Scott McCarthy