McRae Investment Advisory - Jacksonville (FL)

Destiny Jimison Dylan is very knowledge, he truly cares about what is in my best interest. I would recommend him to anyone.

Derrick Jennings The staff is terrific, my children loves to attend school and I see progress and productivity at home and at this facility.

Bob Gianino Very professional listened to my goals and what they could do for me to reach them would most recommend them to anyone great people ☺

Gabrielle Muir The most highly efficient government agency that I have worked with to get documents from. Additionally besides being so professional they were also beyond helpful employees, we were very fortunate enough to get Jessica A, who was exceptional in assisting us thru the process so seamlessly. Ironically we made some mistakes on the form which she picked up. Five star service, also the welcome reception and security, who ever is training and hiring this department did phenomenal. Thanks Gabrielle Castellano

Charles Johnson Connor Johnson at the Naples Stifel branch is always so helpful and does a great job! I highly recommend him, if you are looking for a financial advisor!

Leah Holmes Mr. Junior D Corria is not only knowledgeable but also eager to get the policies that best fits your needs . He also treats you like family and not just a number . Honestly we’ve never had a better agent .

Shauna Allen The staff were friendly and genuinely caring, which was especially appreciated during a sensitive time when I was handling my late fathers accounts. They were kind and attentive, making a difficult process more manageable. However, one area for improvement would be attention to detail. Although the death certificate was scanned in during my visit, it was later rejected by Bank of Americas estate department due to improper scanning that cut off important information. This oversight unfortunately added weeks of delay to an already challenging process.

Gail Griffin Surefire Financial provided us with knowledge and information required to determine an affordable Medicare supplement plan that would bring us peace of mind relative to future healthcare costs and expenses. Lacey and Trenton were easy to work with (no hard sell) and highly professional. They began the meeting with an overview of the company and their mission statement. We were very impressed with both of them. They met our expectations, processed our applications quickly and we were approved within a few days. Cannot emphasize the importance of understanding the variety of Medicare plans to customize a plan to fit your needs and circumstances. Thank you Surefire Financial.