Morgan Stanley Financial Advisors - Fort Lauderdale (FL)

Ole Dan Tucker The Tellers are Very knowledgeable in their duties,willing to assist you in ANY way possible,always friendly and always thorough. Have recomendended to ALL friends and Family, A GREAT BANK INDEED...

Moree Leatherman Luis Whu has become my financial advisor this past year and I am very grateful for his expertise in my behalf. Luis is the advisor that I trust with my financial decisions. He explains every recommendation to me and answers my questions with patience and empathy. My assets have grown under his professional leadership. I will gladly recommend LullaWealth Financial to my family and friends.

John Ferretti Fidelity isn’t a bank more of investments. Sure they have a cash management account you can use for direct deposit but all this transactions you guys are trying to do isn’t going to happen. Everytime you need to you can call them they answer. You will get fidelity on the phone, it may not be in exactly Clearwater but you can get them on the phone and any transaction you can imagine is on the app not in person like your local credit union. That’s where the frustration is coming from.

India Jaysi Oh my goodness prayed last night that the assistance would fall through, woke up this morning with an email that my utility bill was paid! Kenya was such a great help, she was very pleasant. And really helped me through this hard time. I applied online on a Friday and heard back from Kenya on Monday. She asked for some further information, and said she wanted to give me a fair shot for assistance . I’m so beyond thankful!

Richard Devine We are so lucky that we have had Jax Wealth Advisors guide us through the years. A couple of decades. Lee Little, Valarie Heineman and Connor Little have navigated our investments with expert knowledge providing my family with a retirement plan that makes sense. As financial planners they are the best. They have grown to know us through the years and continue to gain our confidence with their solid results in performance. We have always felt secure with the size of Jax Wealth Advisors, large enough for our needs and small enough to know what those needs are. Because of them , me and my wife were able to afford to retire. Not an automatic. ... We are so grateful for Jax Wealth Advisors. Thanks to Jax Wealth Advisors.

Jim Marsh Ben and his team are the best & have take extremely good care of our family & personal finances over the years. Hes like having a family member in the business!!

Norma Engle I love my little hometown bank. The nicest people you will ever meet. Service is awesome.

Wyatt Dietrich Great service. Calling is not really the move…however I went in and saw Cody at the branch in Fleming island. Helped me out with a problem with another bank. Then helped me refinance my car with a way better rate. Honestly super easy commute too. For a 20 year old having nothing but bad experiences with banks. He’s been the only good part