Mariner Finance - Leesburg (FL)

Richard Cerniglia Bob has been my Financial Advisor for ten years. In that time I have Consistently earned higher than normal market returns. Bob treats all of his clients like family. When we get together to discuss my future, he always spends extra time with me. Making sure I am educated on every financial option available to me. After having three past financial advisors with others companies, so fortunate to have been referred to Bob at Edward Jones years ago!

Kelvin Blue Top notch service, extremely knowledgeable, great customer service. From the moment I walked in and throughout. I strongly recommend to anyone in need of financial services.

Norris Sta Ana Lynn is amazing! Im a southern California Realtor and needed some forms filled out and signed/notarized by my client asap. Well he had been working on the road for two months and was just outside of Perry when I reached out to her. She able to accommodate my client the next day. Thank you maam!

Toxic Ricky The staff is friendly and very helpful with me. I do most of my banking on a mobile app but sometimes I need to speak to a real person. I greatly appreciate that.

Kylin Hancock Kelly Andre, thank you from the bottom of my heart for being so amazing and absolutely the sweetest most helpful person Ive ever had the pleasure to help with my banking.

Eddie Francis The financial advice and strategy that we received from Lisa Chacon over the last seven years has been outstanding! We followed her advice seven years ago and now that we are near retirement, our financial outlook is better than ever. We would not be where we are today without her advice and guidance. Her advice has truly been invaluable. We highly recommend her to anyone looking for a Certified Financial Planner. Lisa is knowledgeable, personable, and a woman of integrity. We can’t thank her enough!

Logan Elvin It’s a pyramid scheme

Alice Kerr David and the Treece Team are simply the best. Having just embarked on our retirement, we felt a bit nervous about how to best safeguard our nest-egg. Team Treece provides advice and recommendations tailored to our specific needs, listens to our concerns, and explains the intricacies of financial management in language easy to understand. We highly recommend this team to anyone needing a solid, experienced, and approachable financial planner.