Raymond James Financial Services - Vero Beach (FL)

Edward Lees Ive been going there for years. Good place to get your taxes done and your accounting need. 5 stars all the way.

John Ferretti Fidelity isn’t a bank more of investments. Sure they have a cash management account you can use for direct deposit but all this transactions you guys are trying to do isn’t going to happen. Everytime you need to you can call them they answer. You will get fidelity on the phone, it may not be in exactly Clearwater but you can get them on the phone and any transaction you can imagine is on the app not in person like your local credit union. That’s where the frustration is coming from.

J Salim Had multiple conversations with Will and never felt rushed or pressured in any way. They truly are interested in education and establishing long term relationships. I moved my assets over to Victrix and could not be happier. Seamless transition and excellent communication.

David Toback I give Lauren my highest possible recommendation. I refer my clients to her whenever I can. She provides outstanding, comprehensive financial advice and always has her clients best interests in mind. She has over twenty years experience and guides her clients through the good and bad financial times.

Roger Desmond What we love the most about Aaron is his availability to clients with any questions they have regarding their financial situation. His attention to detail, listening, and engaging with us to be sure we understand are out of this world. How often can you carry on an unscheduled call with someone you feel gives you their full attention and even looks up things youre asking about while on the phone? Aarons ability to explain things at a technical and granular level in such incredible detail, then turn around and make it understandable for "common folk" like us, is a trait that is sometimes overlooked in this field of work. His ability to TEACH so you understand vs. be TOLD is a complex skill to master. I felt that other advisors become frustrated with engaging questions that maybe they didnt know how to answer and just followed up with what felt like, "let me do the thinking here. Thats what youre paying me for". Unlike other advisors that post that they are simply CFP, Aarons education in accounting and Masters in Business Administration (MBA) shine through when explaining his thought process with a particular investment or question from us. After I looked up what it takes to be a Chartered Financial Analyst (CFA), I know for sure that isnt an easy accreditation to earn. You have to be an intelligent guy to get to that level. Knowing that we are working with someone who doesnt simply type into software a risk level and a clump of ETF is spit out is what separates Aaron from the rest of the pack. Keep it up.

Lillian Arceri I just want to say thank you to the ladies that helped me today at the store. I apologize for not thinking of asking you names. You are truly amazing and how quickly you helped me. You were very kind and understanding and I appreciate the you took care of what I needed and I couldn’t have done it without you. So thank you

Steve B Im here with Misty and she is very professional and courteous. Misty was able to generate my loan and was definitely knowledgeable in her profession. I would highly recommend 1st Franklin with Misty involved.

Jenn M I exclusively shop at trulieve and I absolutely love their products! I think they have the best out of all the dispensaries around here. They have a great loyalty program as well. I mainly shop here at the Bartow location as it’s close to home, I almost always place my order online. I do the online check in for express pick up. I hardly ever have to wait very long if at all. The staff is always GREAT and helpful, I have never had an issue here. Sad to see all the bad reviews. They will always have my business!