Raymond James Financial Services - Lake City (FL)

Chad Raffield Fantastic local bank. Friendly and professional staff that are still there since the bank transitioned to One Florida Bank.

Alora Haynes I, like many approaching retirement, had not done much in the way of financial planning until a few years prior to my drop time with my employer. Roman Janos was referred to me by my trusted legal advisor, and my husband and I have been extremely comfortable with our choice of Roman as our financial adviser/ planner from our first meeting. He is thorough, gives much of his time, when he can tell that you need clarity on an item, and can be trusted to keep your best interest in mind, when it comes to investing your money. We never feel pressured or anxious about his advice. His explanations make sense and leave us with confidence in how our finances are being managed. Very glad that he was recommended to us. Our financial future is in good hands.

Rochelle Spilde Recently built a home in Citrus County and Melissa helped me through the construction phase and then helped me negotiate the best deal she could with the rising cost of insurance. Excellent service!

dorothy laun steve takes a personal approach to your concerns and handles your account as he would a family member. very professional and caring.the most appealing quality is his outlook and ability to get you the most for your money with keeping you in the loop so you can feel good and relax that you are being taken care of. I would and have recommended him highly .

Zild Tribol Could not be more pleased with the performance of my advisor Andrew Wilson. Under his guidance I have made $17K more in the past year than I would have made on my own. In addition to being a quality advisor, it must be stated that Andrews willingness to answer the phone and alter meeting times to accommodate me has been second to none. He has never once complained and has always reached out to me to remind me of our meetings. There is no doubt in my mind I will continue to use Andrews services for the foreseeable future and I cannot recommend him enough.

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.

Patricia Roberts It is always nice to see smiling faces and friendly faces They always take care of my banking needs

Gavin Bryant I’d like to thank Rose for giving such excellent service. She made opening a new bank account a lot less intimidating. Incredibly informative and kind as well.