Jeffrey Scott Rizzo - UBS Financial Services Inc. - Gainesville (FL)

C S Very positive

Debie Kirkpatrick After 7 years in retirement (DIY), I was ready for some help from a CFP.  I worked with Steven Clark on a project basis over several months to develop a comprehensive personal financial plan, and I can confidently manage my investments using this plan. Step by step, we talked through my personal circumstances, investment preferences and style, risk tolerance, cash flow analysis, fraud protection, insurance, legacy planning, and the WHY of everything. The process was comprehensive, and I am very pleased with the end result. Thank you, Steven!

Jennifer Rodriguez I had an amazing experience working with Barbara Gallegos the Sr. Service Center Manager at Suncoast Credit Union in the LaBelle office. She goes above and beyond to make every process smooth, easy, and completely stress-free. Her professionalism and commitment to excellent customer service truly set her apart. Its rare to find someone so knowledgeable and kind in banking with Suncoast feels effortless thanks to her. Highly recommend!

Cory Asadi-Frazier Byron Webb at SouthState has been wonderful to work with (twice now) for our mortgage. He made the whole process seamless and streamlined, which we thoroughly appreciated. I would highly recommend Byron and his team to anyone with any home financing needs!

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.

judyb Fine I used the outside drive-up ATM. It has a new & updated touch screen. I was able to complete my transaction quick & easy. No delay.

ellen dunn My husband and I transferred our account to Tom Jones 2 years ago and couldnt be happier. He is a true professional. He has guided us with a budget and goals to keep us on track for retirement and does quarterly visits to discuss our progress. I highly recommend him as a Financial Advisor.

Manuel Ramos Lourdes Vasquez was awesome. An amazing job quick and detailed service. I recommend her and OneMain financial services. A blessing from God to have this opportunity. Keep up the great work.