Security Financial Management - Melbourne (FL)

Val Ge My dad had his account with Jay and company nearly 20 years until his death. I moved my IRA to Jay in 2012. Like my dad always said, “Great guy - honest and professional” - which I totally agree with. It’s why i moved my financial business there so long ago and still do business with them today! A rare gem in financial services and i have recommended him over the years to a number of my personal friends. Val

John Siegwarth Able to answer all of my financial questions, and helped me with outside investments too.

Michelle MDean Burns Jorge has been extremely helpful in creating a plan for my retirement. He is very knowledgeable in stocks and savings. He listens, explains, advises; all very important and admirable qualities in someone with a hand in my financial future. I appreciate his expertise and his willingness to have conversations when I have an investment idea, concern or question. Whether you are just thinking of investing, have questions about a Roth, 401k or if you have a solid idea of how you want your retirement finances to look like, Vazquez Wealth Management is who my husband and I trust with confidence and you will too!

Blake Hickey The team at Heritage Investment Group is incredible. The best financial guidance you can find. Period.

Shay Nelson This ATM is out of service in some way (mostly when attempting to deposit cash) more often than it actually is in service. Im leaving Bank of America as a result of their poor customer service which stems from their ATM not working.