Raymond James & Associates - Winter Park (FL)

Hugh D Thanks Bob Devereux for your financial expertise...

a kohn I want to extend my sincere thanks to Jenny for her exceptional work on my business plan. Not only did she capture my vision with clarity and professionalism, but her strategic guidance played a key role in helping me secure an approved license—the first of its kind. Her attention to detail, industry knowledge, and ability to communicate complex ideas in a straightforward and compelling way made all the difference. I now have a strong, investor-ready plan and a solid foundation to build on. I highly recommend her services to anyone launching or growing a business.

Lauryn Jones Ms. Bozeman has been super helpful with guiding me throughout my financial journey! She has taught me so much already in the few sessions that we’ve had. I can’t thank Ms. Bozeman enough for her expertise and support in helping me pay off my student loan debt and improve my financial situation. If you’re looking for a financial counselor who genuinely cares about your financial well-being and knows how to guide you toward success, I highly recommend her!

Michael Rich By donating cars, boats and other personal property such as residential contents you re-purpose these items along with receiving your tax credits. We hired The St Lucie Appraisal Company from Fort Pierce, Florida to appraise the contents of our dads condominium which were then donated to United Way. We received an excellent appraisal and IRS forms from St Lucie Appraisal and both they and United Way were very prompt in getting their respective jobs done.

Amanda Ruiz I walked in, I was immediately greeted by a friendly salesperson who asked what I was looking for. They patiently showed me different cars, explaining the features and benefits of each. They werent pushy at all, which I really appreciated.When it came time to talk numbers, they worked with me to find a deal that fit my budget. They explained everything clearly and made sure I understood all the terms. I felt like they really had my best interests at heart. The whole experience was smooth, and I drove off feeling confident and happy with my purchase.

J-liz Hoffman Great financial help. Mr. Gates is very knowledgeable and explains things wonderfully.

David Outstanding customer service. Great communication, well thought out advice. A real pleasure to work with