Vinh Nguyen - Private Wealth Advisor, Ameriprise Financial Services, LLC - Orlando (FL)

Carl Victor Over the years, I have handled our investments, selecting investments in companies that I have dealt with, knowing that we would receive stock splits and have significant gains. Unfortunately, that was many years ago and over our 50 years of investing we built, to our needs, a portfolio which was too susceptible to market fluctuations. Some years ago, we met Matt who reorganized our portfolio to account for those variances in the market and we are exceptionally satisfied with his outstanding understanding of how our investments are affected by market performance and taxes. Surprisingly, this year we had a tax return, not much, but better than giving the Fed our money. Our personal analysis of Matt is that he is an honest person with a reassuring personality that makes us comfortable. Thanks Matt, Priscilla is also a pleasurable asset in the Edward Jones office. No, we are not related to either. Carl and Joan Victor

Stephen Woodyard Trent is great! I have always been a DIY investor and Trents insight contributed to my confidence in my retirement plan. He is well versed in technology to analyze and recommend on your holistic retirement plan. I had a bad experience with AUM accounts in the past but,....I converted to Moran to manage my retirement investments going forward. He really cares!!!

Sandra Northup Steve is responsive, efficient and professional. I enjoy working with him! Even when I had waited until the last minute, he responded kindly and helped me resolve my issue quickly. Hes extremely knowledgeable and combines that with a friendly personality that is very easy to work with.

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!

Tracy Sturgill Ed Canty helped me navigate my tax situation & was responsive to all my questions & concerns. Canty Financial is helpful, professional, & most importantly transparent in what they do. Thanks again!

Noelle Lewis Their customer service is WOW. I have always been talked to with friendly voices. I made a mistake with my account and they have always been so communicative and helpful in the process. They explain everything throughly and make sure I am satisfied. Thank you!!

Michael Dulanto He was professional very efficient

DJ yy I recently refinanced my loan with One Main Financial and once again received outstanding customer service. Thank you Scott!!

Moo Brannon Friendly and professional service, A all around great experience.