Luther Pickels C.P.A. - Monticello (FL)

Victor Montalvo Ben and Shane are surprisingly good at what they do! I recently attended one of their financial seminars and was floored! Im pretty well educated but they opened my eyes to so much and made it super simple to understand. Sitting with them one on one is equally as refreshing. They take their time explaining stuff and demonstrated genuine concern. Get your retirement and investments planning together with Ben or Shane at Financial Legacy Advisors.

Karolin Zekhtser My husband and I met James for a consultation. We left very happy with the information he provided. Looking forward to working with him.

Janice Kuhns Wonderful people that helped me out with food. Thank you so much you dont know how much this means to me at this time in my life. Disabled and newly devoiced Im not doing very well. I was suppose to get the riding lawnmower only it doesnt run. With MS Im not suppose to get hot Im mowing almost everyday with a push mower thats been loaned to me. Thank you so much with the help Im going to call Monday, because I was told that its set up so you could come every week? Or is it month? I guess Ill find out

Caillouet Louis Best bank ever! Customer service is super.

Bill Morse Very knowledgeable, answers questions well, patient. We know him well. Very trustworthy. It gives us confidence he is guiding us well

Luci Forrester Greenwise Financial Solutions. They are a great resource to work with so far.. good manners, great explanations. Very thorough. They really want to help you in the best way they can. They aim to please. I am satisfied with their service.

Lisay Alonso Debbie was very professional,kind knowledgeable, and went above and beyond to help me .Her dedication to ensuring a smooth and efficient process. I felt valued as a customer and confident in the decisions I was making. I highly recommend her assistance to anyone looking for outstanding customer service. Thank you for making this experience seamless and pleasant!”

Val Ge My dad had his account with Jay and company nearly 20 years until his death. I moved my IRA to Jay in 2012. Like my dad always said, “Great guy - honest and professional” - which I totally agree with. It’s why i moved my financial business there so long ago and still do business with them today! A rare gem in financial services and i have recommended him over the years to a number of my personal friends. Val