Phileo Advisory Group - Fernandina Beach (FL)

Jamie Marcario Tom Barry is one of the most knowledgeable advisors for those of us in our 50s. We’ve seen firsthand the financial devastation that my in-laws faced because they did not plan for their long-term needs. If you’ve been through that and want someone to help you plan to avoid a similar fate for yourself and your kids, Tom is the person to help you plan a financial future that avoids the pitfalls so you can focus on living well.

Letrice Waiters The customer service is the worse. The receptionist is rude and snotty. Came in to move My daughters 569 account. she clearly told me that I could not be seen at that office. I had to contact my service representative that was in Missouri when he finally gave me a call. They let me know that Garth could have saw me at the office also when I went back and asked her why did she tell me I could not be service and couldn’t answer any questions. She stated that her computer would not give her that information! Garth, however Was in his office, heard every detail and did not try to come out and explain what was going on very awkward. Did not know that Edward Jones had moved my account from his care to another representative So both of them were overseas of my account.No notifications nothing.

Shann Purinton Superb financial advice and customer service!! Many thanks to the Riverside Staff!!

Brad Tilghman Walter provides sound guidance on market conditions. His years of experience are a valuable asset to anyone looking to invest in the market. Glad to have him in Port St. Joe!

Christie Billeter Great customer service! Kristi and Pat made the process very easy. Money was in my bank account as soon as I left.

Chase Hackett Carlos was a huge help. Very punctual and good at communicating.