Meinrod & Leeper Wealth Management of Raymond James - Jacksonville (FL)

Steve Abbott Tammy helped my wife and I with some financial questions and loan information. Super easy to speak with and very knowledgeable. Highly recommended.

Jean Perry John has been my familys stock broker since early 1980s. He, Ken and Melanie are easy to work with. They streamline transactions and are honest and trustworthy. Im thankful for their help in transitioning inherited stocks.

Tanielle F One Main is great! Excellent customer service. My most recent experience was with Shelly, and Ive worked with Maryann in the past. This office does their best to help you succeed. Thank you again!

Kelly Testa I’ve have worked closely with Scott on several transactions, and I can wholeheartedly say that he is one of the best in the business. His creativity and hard work in finding the best solutions for our clients are truly commendable. Not only has he consistently gone above and beyond to ensure a smooth process for his clients but he has also become a trusted friend. If youre looking for a reliable lender who genuinely cares about his clients, I highly recommend Scott!

Thomas McBee Christine was incredible. She was able to help me set up a business checking account when I didn’t have a single clue. She was extremely patient and very knowledgeable. I feel like I’m in good hands. I’m very pleased.

Anderson Shantia “TIARENEE” Everything was explained very well and I greatly appreciate the information that was given to me very helpful to my family

Michael Newman I started working with Alex back in 2019 and I’m really glad i did! Alex not only helps me manage my retirement account but has helped me learn about my finances in general. I would highly recommend working with either Alex or Art. I have only had positive experiences personally, and many times they’ve helped me make important financial decisions that have come up in life. Lastly, i wanted to say that both Alex and Art are very trustworthy people, very personable, responsible, and knowledgeable when it comes to investment solutions. This is something that you can’t really put a price tag on - especially knowing and being able to trust that your retirement savings’ are in good hands.

John McNeal We have used Devin at GeoDev for 20 years since we moved here. He is so easy to talk to and explains things clearly and is extremely patient [we need that!] in his interactions. Great staff. In our opinion, trust and the ability to communicate are the most important goals when selecting a financial advisor. We have both at 100% in Devin.

Stephanie Kapets Highly recommend Melissa at Clarity Financial Design. Melissa helped me to understand and plan for my immediate cash flow needs as well as long term requirements for retirement, childrens higher education, and travel goals.