Merit Financial Advisors - Jacksonville (FL)

Kentrell Harris Barby is great and was very helpful and walked me through it… top team player

Brianna Dreading Mrs. June did my taxes this year and she is the sweetest lady and super helpful in understanding the whole process. Honestly one of the best tax experiences I’ve ever had. You rock Mrs. June!

Anita Williams I have been a member with Penfed for over 30 years and have never been to a branch before. After this experience, I am grateful that I do not have to repeatedly do this! I came in person to make a cash deposit. WOW! One teller ...and shes slow like molasses going up a hill. There were seven of us in line with her and although there was another person servicing the drive thru, that lady didnt even see fit to ask to service the next person in line. Where is the customer service? Didnt give one star because she was polite when I was finally served. This is not rocket science! Since you are not equipped with personnel to service more than 2-3 persons, a system needs to be in place to avoid persons, especially retired older people to stand for over 30 minutes in a line. You have all of these chairs. Simply, have a numbered ticket system so we can sit & wait. I see why your reviews are so terrible.

Cathy Coburn Linda is the best and her staff are the best in the business! Just all around great people. Rachael is awesome and knowledgeable too.

Diartist24 Worked with Abdallah who really knows his stuff and looks out for your best interest. He is thorough and makes sure he crosses his t’s and dots his i’s before executing something. He does his best to try and accommodate your way of understanding and learning to ensure that you feel comfortable with the information he’s explaining to you. He hustles to meet deadlines, provides accurate estimates, and will find you great rates!

Rebeca Medina Christine was a pleasure to work with! She made us feel comfortable and at ease. The experience was definitely better than we thought it was going to be. Thanks!