McRae Investment Advisory - Jacksonville (FL)

kimberly brooks byrd Been banking with Teachers for almost 5 years now. Kirsten Torres has done the majority of our loans and debits. She does an amazing job and will continue to use her for any future financial situations we may have. Melanie and Bonnie are also great. We love this bank.

Jennifer Made an appointment to discuss investments with Bob, we talked for an hour. Gave him all my information to have my rollover IRA transferred to his company to have him manage. Sent over the additional information he needed via email and never heard from him again. I emailed him & called his office twice. His receptionist told me the first time I called that he was out of the office. (Which I took as out for a meeting or something) Then when I called a week later she said he was still out of the office in North Carolina. I told her I wished someone would have told me he was on vacation vs just “out of the office”. She laughed and said “well he has an office there & he should be able to return your emails or call you” I told her how unprofessional this whole situation was. After that I still didn’t hear back. Now after a month if not longer I have emailed Bob yet again to inform him and just have it documented that I do not wish to have him handle my roll over IRA and that I was very disappointed in the lack of professionalism. Of course no email back. Please take your business elsewhere if you want to have someone who is professional and reliable.

kelly harcrow Very knowledgeable and helpful. Quick response and handled my request in no time.

Chiquita Bryant GTE financed my car and they had never set eyes on me. I was with Vystar Credit Union for over 10 years and they would not finance my car. I would go into the branch in Lake City, FL every Friday, so we were well acquaintance. GTE also gave me a credit card. GTE you all rocks! I would highly recommend GTE over Vystar Credit Union any day or time.

Gerrid Smith Great wealth advisor in Sarasota! Highly recommended.

Karyn Morgan My experience with Chuck Chucri as my financial planner has been amazing! His knowledge and expertise is top notch! I highly recommend him to manage your investments! Chuck treats his clients with the utmost respect, and is always available for your every question and concern. His guidance has grown my investments exponentially. He treats you as family, and in todays world, that speaks volumes! Thank you and your beautiful family for all you do! I look forward to many years of collaboration!

Janie Oakeson Chris is great.