Merrill Lynch Financial Advisor David Cohen - Bradenton (FL)

Rick Woodward We have been with Edward Jones for a number of years. We recently moved to Amelia Island and decided it would be easier to have our financial advisor here and be able to do face to face meeting. OMG what a difference Crystal has made in our first couple meetings. I feel like I am working with a totally different firm. I have to say people make the difference and Crystal has made a big difference. In my opinion she has gone above and beyond my expectations. She is helpful, listens well, explains well, follows through and I just feel like she takes everything so personal and wants to do the best possible job she can like these are her investments. But yet allows you the freedom to be creative so you have your touch on the investments. I cant say enough good things about her and her awesome assistant Michele. My wife and I feel extremely comfortable and trust them. I cant say we have had that feeling in the past with a couple other Edwards Jones advisors we have worked with. I highly recommend Crystal and Michele if you are looking for people you can trust.

Calvin Knowlton Great personal service from Diane - very knowledgable !

Barbara Williams Warm up

Johnathan Grandage Highly recommend Cassedy & Company. Richard met with us several times and thoroughly explained options. Very professional and courteous. He helped us set-up life insurance, an investment account, and navigate an IRA rollover. Along the way and since, Richard always provides excellent customer service and is easy to work with.

Catica U Working with Darcy has tremendously helped me overall. She gave me excellent advice to bring down my total debt and also set up a savings account for investing in my future. Darcy is professional, friendly, knowledgeable, easy to talk to, and is very good at what she does. I am so happy I found a really good financial advisor. I highly recommend Darcy!!!

Luset M Jacques has been my tax preparer for the past 3 years and he never disappoints me! So professional, timely, and extremely knowledgeable. One year, I was having some issues and needed to get in contact with the irs and he got me through within minutes! I got my refund back within a week this year!! He is a gem! If you’re looking for a honestly Tax professional that will ensure you get the most money back the right way, Jacques is definitely your guy!!! Thank you Dyna Financial!

Ronnie Lang Cidney Woods went above and beyond with her services! She was quick, precise and on point with the Information she provided. Cidney Woods gave me the best Grow Financial experience and I will recommend any Grow Financial customer to talk to her because that is one of a kind top notch service.

Gail Schmidt Kathie was competent, professional, and very helpful. She answered all of our questions and took care of the task we presented her. Were so glad to have the Eustis branch nearby.