Smith Bruer - Tallahassee (FL)

Richard Moss Cliff works very hard, has great knowledge of investment opportunities, will take excellent care of his clients. I recommend him fully.

Paul Schmidt Scott is an incredibly intelligent person with high morals. Its a real plus having a tax attorney as an investment advisor. His knowledge crosses over many areas and hes had many years as an investment counsellor. Hes an easy person to talk with about any financial concern.

Patricia Dillman Recently I was in a bind regarding paperwork for our taxes. It was truly going to take me days of forensic accounting to do my project. Then Doug and Jarrod came to my rescue… instead of days, they gave me the information I needed within minutes. This banking team is priceless. They are what a banking experience should be … caring, knowledgeable and efficient… I can’t give this branch a high enough rating. Any poor ratings on this site had to be with some other group because these people are fantastic!

Kelle Robertson This place on the map no longer exist. They have relocated.

Jermain Conner Great group of people

Yitzchak Khaimov I had the pleasure of speaking with Cary, and I can’t say enough good things about the experience. From the start, Cary made me feel comfortable and heard. He took the time to really understand my financial goals and concerns, and explained everything in a way that felt clear and approachable — no pressure, no jargon, just honest and thoughtful advice. What stood out most was how genuine he was. You can tell Cary truly cares about the people he works with, and that means a lot in a world where financial conversations can often feel intimidating. I walked away from our call feeling more confident, more informed, and grateful to have had the conversation. Highly recommend Cary to anyone looking for a financial advisor who’s not only knowledgeable, but truly kind and trustworthy.

Richard Cerniglia Bob has been my Financial Advisor for ten years. In that time I have Consistently earned higher than normal market returns. Bob treats all of his clients like family. When we get together to discuss my future, he always spends extra time with me. Making sure I am educated on every financial option available to me. After having three past financial advisors with others companies, so fortunate to have been referred to Bob at Edward Jones years ago!

Mary Maddox I used to do my banking there but once I lost almost $900.00 there I definitely changed my banking. They do not protect their customers.