Levanti Wealth - Fort Lauderdale (FL)

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.

James Slaughter Davis Wealth Management is amazing! I would highly recommend them George and Steve!

Brian Quigley David & Mike at Raymond James and their team have been nothing short of amazing. They’ve made all the right moves with my account and I couldn’t be more pleased with their efforts. I look forward to continued success with them into the future!

issanewday2020 yeah One MAIN is amazing! They have assisted me with my financial needs on several different occasions! I have two successful referrals with the company; consisting of family and a friend. Theresa and Susan have been amazing over the years! They both have been a listening ear to my personal life experiences, well as, my financial needs! Sincerely, A valued customer

Angel Connell Absolutely wonderful financial literacy program for students! The added technology piece makes it even more fun and engaging for them!

Fred Houston Company does not respond to emails or messages.

NSG AintNoSeek Farhana- was so helpful an kind an a pleasent to talk with today. She was efficient with going over documents to make sure things was correct very very help an I appreciate her service.