Robert Osborne Tax & Accounting - Lake Butler (FL)

Richard Brej Chase was very welcoming to me when I first came to him needing help with my investments. I usually feel uncomfortable talking to advisors about money, but Chase made me feel safe. I felt like he actually cared about me and my family’s financial needs. I would definitely recommend him to my friends and family.

Daniel Shipman Awesome guy and really knows his stuff when it comes to retirement.

Richard Devine We are so lucky that we have had Jax Wealth Advisors guide us through the years. A couple of decades. Lee Little, Valarie Heineman and Connor Little have navigated our investments with expert knowledge providing my family with a retirement plan that makes sense. As financial planners they are the best. They have grown to know us through the years and continue to gain our confidence with their solid results in performance. We have always felt secure with the size of Jax Wealth Advisors, large enough for our needs and small enough to know what those needs are. Because of them , me and my wife were able to afford to retire. Not an automatic. ... We are so grateful for Jax Wealth Advisors. Thanks to Jax Wealth Advisors.

Darwin Eckert Great service

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.

Cynthia Howell My financial future just got brighter, thanks to Philip and Salom‼️

Jim Miller Dave, Eddie and their team have been great to work with and very Knowledgeable & Professional. Anytime I have a questions, they get back to me the answers. I would recommend them to everyone.

Paul Schaefer I would like to express my gratitude for outstanding costumer service recently received over the phone and in person. I had hundreds of papers to copy, be organized and transferred to a usb drive. My interaction with Shawna was amazing and my request was completed with absolute accuracy. What an awesome business to have in our community!