Synergy Wealth Alliance - Ocala (FL)

Lori King What can I say about Kevin and his wonderful staff at Edward Jones? Back in 2017 when my father passed away. I inherited. some money. A good friend had recommended me to Kevins company. I called and they got me in right away. Im not one to rushing into things, however after speaking to Kevin I knew this was someone I could trust and felt comfortable with. He was very patient with me and explained things very clearly for me to understand. It has been over six years since Ive been with this company and couldnt have made a better choice. If it wasnt for Kevin, Katie or Tina I dont know how I could have gotten through so many ups and downs in my life. Im truly blessed to be a part of such a wonderful company and to be treated like family. What a great amazing feeling. I would highly recommend you give this company a chance. My life is so much better knowing I can trust someone who has my best interest at heart. Thank you, Kevin, for everything you do. You really are the best. Love you guys.

Juana Portela I really dont know why the bad reviews. This branch is practically new because it was BB&T at another location. Ive been there with tellers and with officers/officials (I dont know how you call those whom are in their office) as well and the customer service has been excellent. I understand sometimes there are issues, but it is technologys fault. For example: When Zelle decides to stop working, and when the third party once was taking the money thats been deposited through the ATM outside. Yeah, that was really messed up but is not the banks fault so Im not going to give them a bad review because of Zelle and their third party.

Maria Martinez There are many services available there to help individuals or families in need. I know they have a great need for kids essentials. Some of the staff working there go an extra step you, that is well appreciated.

Nancye Boyer April Whitehead is the best! She worked really hard to get us the best deal possible with our car loan and we greatly appreciate her dedication! Thank you!

Bertonise Exaré I had an amazing experience with Simon! He was professional, knowledgeable, and made the entire tax filing process stress-free. He took the time to answer all my questions, ensured I got the best possible return, and handled everything efficiently. Their attention to detail and expertise truly set them apart. I highly recommend their services to anyone looking for a reliable and trustworthy tax preparer!

Osvaldo Valdes I always visit an Amscot location and found the overall experience to be straightforward and convenient. The store offers a variety of financial services under one roof, such as check cashing, money orders, bill payments, and short-term loans. The biggest advantage is that the store is open late and even on weekends, which makes it accessible for people with busy schedules. The staff were professional, explained the services clearly, and processed my transaction quickly. Fees are clearly posted, but like most financial service providers, they can be on the higher side depending on the service you use. The environment inside was clean, organized, and felt secure, which added to the sense of professionalism. Overall, Amscot is a reliable option if you need fast financial services outside of traditional banking hours.

Josua Schroth I have experienced some challenges with the bank in the past, but my recent visit to this branch completely changed my experience. Last Friday, I was assisted by Bhargavi (“Jigi”), who was exceptionally helpful and professional. She took the time to ask the right questions and provided me with the exact solution I had been struggling to find elsewhere. Her outstanding customer service and problem-solving skills made all the difference. I highly recommend this branch to anyone looking for a bank that genuinely cares about its customers’ needs. Thank you

George Costantinou He is the guy to always get the job done