Stifel - Gainesville (FL)

janet fortune Ashley Troutman was informative and more than helpful.

Pawan Kumar One of the best financial planner in Saint Petersburg FL. I have always enjoyed the insurance and banking I have been using with them, and I will continue to recommend it to any friends.

Brian Madalena I have used Alan and Edward Jones for years in setting up my future with my investments. Hes been extremely informative always and has given me advice on how to invest based on what goals I have set out for myself. Highly recommend going to see Alan!

Larry Cripps Very easy to work with

Hillary Hough Amazing service!! They didn’t have the item I was looking for, but the staff said they could order it in for a cheaper price and less fees. Ordered my next item there and it was the same great service. Definitely check them out for all your gun needs.

Jordan Eaves Working with Palm Wealth Partners has been an absolute pleasure from day one. Dom and his team have consistently gone above and beyond to deliver outstanding service that is not only fast and efficient, but also grounded in trust and professionalism. From our initial consultation, I was impressed by how quickly the team at Palm understood my financial goals and started crafting a personalized strategy tailored to my needs. Dom has an exceptional ability to explain complex financial matters in a clear and reassuring way, making the entire process smooth and stress-free. Its rare to find a wealth management team that’s this responsive, attentive, and genuinely invested in your success. Every interaction with Palm Wealth Partners has been marked by professionalism, timeliness, and a clear commitment to client satisfaction. Whether it was responding to questions, adjusting plans, or simply providing updates, the team was always ahead of the curve. Their efficient processes saved me time and gave me confidence that my financial future is in very capable hands. I look forward to continue working with them!

Zaquiesia Joseph I love the staff here. Ms. Helen was ABSOLUTELY AMAZING!!! She has the best customer care and is very knowledgeable. She goes up and above to help out in any way she can!