Merrill Lynch Financial Advisor Matthew Saum - Vero Beach (FL)

Robin Pelletier Thankfully, we chose Edward Pruitt Jr. with Edward Jones when we moved to Palm Coast 6 years ago. As the saying goes in Gone With The Wind, “I don’t know nothin’ bout birthing babies”, the same goes for investments and managing our money. We needed someone to make the right investments and help with money management. We knew nothing. We’ve seen our numbers increase and we have total confidence in Ed Pruitt and staff to help us build our nest egg plus more. Whether you don’t know enough to do this on your own or you know a lot, Ed Pruitt will give you peace of mind with growing your money and understanding what he’s doing to build your money. I HIGHLY recommend Edward Pruitt Jr., financial advisor (and life saver) with Edward Jones financial services. Go Now!

Rhonda Mendoza Quick and easy process. Katrina was a blessing to work with. Everyone is knowledgeable and professional here.

roaneka williamson Chris was amazing He helped me through everything. If I had questions he answered, with no hesitation. His customer service skills were superior. He will make you have great day if you having a bad one . I will definitely recommend Him to everyone. Thank you so much Chris God bless you.

K. Baker I have nothing but good things to say here. Dana was on point today. She was very professional, efficient, and engaging throughout the process, although they were limited on staff. If I had to be an advocate for pay raises, she would be the one Im speaking for. Thumbs up! Great job! Thank you for your efforts.

Dawn Vishey A shout out to Carrie Coats of Ameriprise Financial Services. Its important to have financial discussions especially during these times. Carrie and I teamed up for an Pickleball and Financial Wellness clinic. As Carrie guided us through the current financial climate she was fun, informative and tied it back to a sport we are all watching grow exponentially. Thank you The Pickleball Haven of Naples, Pro AM Tennis and Pickleball and Ameriprise Financial Services for your forward thinking and delivery of how personal finances and pickleball have in common: Communication, Risk Management and Goal Setting

Ramona Richardson Always up to date information available to Any client anytime Terrific Health share advice always caring / compassionate .

David Wiegman We have been using Angela at Sage wealth for approximately 4 years.We have been pleased with her financial guidance and the results. Angela is an excellent choice for your financial planning and is a pleasure to work with. David Wiegman