Raymond James & Associates - Tavares (FL)

eli reed The phone is never available

Homer Mackenzie I wanted to implement a loyalty program at my gym to retain more members, however giving discounts resulted in a temporary decrease in revenue. This merchant cash advance helped me meet operating expenses while I was implementing the program. In the end, my membership numbers increased, and my income stabilized faster than I expected!

David Stephens I cant say enough about the incredible work that Andrew Streeter and Jodee do at Edward Jones in Vero Beach. Their commitment to each client is unmatched, going above and beyond to ensure every detail is meticulously handled, and every question is thoughtfully answered. They genuinely care about their clients’ financial success, and it shows in the quality of their work and the personalized attention they give. If youre looking for a financial advisor who truly has your best interests at heart, look no further than Andrew and Jodee. Their expertise, professionalism, and dedication set a standard that’s hard to beat. Highly recommended

Ellen Jakovich I attended a webinar on annuities with Carlos Dias and ended up scheduling a phone call with Carlos because it seemed he could identify if the annuity Id purchased 2 years ago was a bum deal or not. I suspected it was. After 30 minutes with Carlos, not only did I have a clearer picture of my annuity (it was not wonderful, but it wasnt a scam either), but he also identified a no-penalty exit strategy to gradually draw down the principle starting immediately. I didnt have to wait the 8 years until it matured to convert it into my Roth! Carlos also pointed out that my annuity was based on less-than-ideal indices, and he showed me (explaining everything) which ones I should use instead for more growth. I couldnt be happier! Carlos was prompt with his phone call, easy to talk to, easy to understand, and so incredibly helpful! There was no sales pitch or high-pressure anything -- just a wonderfully helpful call from a true professional.

Trelisha Knox They are the best to deal with!

Betty Allen I love coming to this Circle K. Tonesha is such a pleasure to see when I walk inside and I’m greeted immediately. She always has a wonderful attitude everyday when I come in. She’s such a ray of sunshine. It’s nice to come into and establishment and feel welcomed. It’s rare these days.

K Great place to bank, friendly, helpful, professional

Robert Dean Having been in the financial services business for years, it was somewhat easy to spot someone who does their homework and is not fee/commission motivated. They are very rare. We have been with Broadbeach for several years now, and continue to be quite pleased. The discipline is exactly what we were looking for in a wealth manager, the planning effort was excellent, the diversification has been as promised and the performance has been great. I am not a trusting soul, but I trust Broadreach with our future.

Jordan James Oliver B went above and beyond in getting me taken care of. He was patience and answered all my questions. I felt like I was in great hands. This guy needs a raise! Im overly joyed with the outcome and how well Mr. Buckmaster got me taken care of!