Raymond James & Associates - St. Augustine (FL)

Deb Tracy Wonderful experience

mayi Yepes David Kassir’s approach to financial planning is based on a deep understanding of the market and unwavering commitment to his clients. He is patient, attentive, and always available to answer any of my questions and concerns. David always takes the time to explain complex financial concepts in a way that is easy to understand, and ensuring that I am always fully informed and confident about all of my financial decisions .

Jim Aux Beyer Wealth has done a great job investing my savings and growing my wealth. Mark and Sarah keep me informed and understand my philosophy and wishes. They respond quickly when I need help. Great service!

Thomas Varga Outstanding Financial Advisor - Highly Recommend! Ive been a client of Clinton Wilson from Raymond James for several years, and I cant recommend him enough! In that time it has been clear that he genuinely cares about his clients’ financial well-being. Mr. Wilson took the time to understand my unique financial situation and goals, then provided personalized advice that was easy to understand, and which helped me create a solid financial. At every step of the process he clearly explained all the fees involved and made sure I was comfortable with every decision we made. Communication is another highlight of my experience. His office was always quick to respond to my questions and provided regular updates on my portfolio. His expertise and insight are invaluable. If you’re looking for a knowledgeable, trustworthy, and approachable financial advisor, I really recommend reaching out to him at RJ. You won’t be disappointed!

Joana Goff I just wanted to give a huge thank you and shout out to Brittany and Catie for not only letting me know I left my phone at the bank, coming back and staying after hours to make sure I got it back that day. That could only happen in a small town and shows the values that these two ladies have and carry in to their jobs to make sure their customers are taken care of. Thank you ladies! You don’t know how appreciative I am!

Toni Abraira Jo was amazing! It was very busy this Sunday morning an Jo was alone behind the counter. However, she was quick, kind & courteous! As she helped three people at a time, no one felt frustrated or ignored. As this was my first time there, even with computer issues, Jo was able to go above & beyond to help me and exceeded my expectations. I really cannot recommend this store enough!!

frieda romanchuk N&L Wealth Builders: Nick and his super staff are about the client’s needs first. Since becoming clients about a year ago, we have attended various ‘client functions. Nick does some educational reviews and updates, we socialize with other clients, and we have some fabulous meals. Sometimes we drop by the office for reasons other than an appointment with Nick. We are recognized immediately upon entering the office by the staff. If Nick doesn’t have an appointment at the time, he comes out to say “Hi!” The office location is convenient to where we live AND we have options depending upon JAX interstate conditions! The ‘client events’ are at various locations so we attend the ones that again are most convenient. Nick is well worth listening to.

Olivia Eddings Great people there honest and will work with the best they can I will continue using them every time I need a little extra cash