Wells Fargo Advisors - Fernandina Beach (FL)

Jennifer Made an appointment to discuss investments with Bob, we talked for an hour. Gave him all my information to have my rollover IRA transferred to his company to have him manage. Sent over the additional information he needed via email and never heard from him again. I emailed him & called his office twice. His receptionist told me the first time I called that he was out of the office. (Which I took as out for a meeting or something) Then when I called a week later she said he was still out of the office in North Carolina. I told her I wished someone would have told me he was on vacation vs just “out of the office”. She laughed and said “well he has an office there & he should be able to return your emails or call you” I told her how unprofessional this whole situation was. After that I still didn’t hear back. Now after a month if not longer I have emailed Bob yet again to inform him and just have it documented that I do not wish to have him handle my roll over IRA and that I was very disappointed in the lack of professionalism. Of course no email back. Please take your business elsewhere if you want to have someone who is professional and reliable.

DUNDEE gouin This company is nothing short than amazing, and Striano Financial Group is first class. They put their clients first in every aspect, and deliver with confidence. If you’re looking to work with a financial advisor, or for a career at Northwestern Mutual look no further. As a career changer I was not well versed in the financial arena, but had a passion for helping the community and to make an impact. At Striano Financial Group you’re able to do just that, and are provided with training to equip you with tools and knowledge to accomplish this calling. The best way I can describe our culture at this firm is in one word family. I say that because family doesn’t always mean that things are sugar coded and sometimes the truth hurts, but whats for sure is that a family will always be your biggest cheerleader and will always want what’s best for you. I’m forever grateful to be given an opportunity to work for Northwestern but more specific to be part of the this special agency the Striano Financial Group.

Norma G Exceptional and informative!

Cheryl Barnwell I am a client of Bill Hazlett, WH Financial. He is very helpful and professional. I have total confidence in him.

Angella Barinotto "Im thoroughly impressed with the service I received from Most & Black Agency! Loly was an absolute pleasure to work with - super helpful, responsive, and knowledgeable. They truly understood our needs and delivered top-notch results. Im looking forward to continuing our partnership and exploring more opportunities with them in the future. Highly recommend!"

Michael Rich By donating cars, boats and other personal property such as residential contents you re-purpose these items along with receiving your tax credits. We hired The St Lucie Appraisal Company from Fort Pierce, Florida to appraise the contents of our dads condominium which were then donated to United Way. We received an excellent appraisal and IRS forms from St Lucie Appraisal and both they and United Way were very prompt in getting their respective jobs done.

Brian All of the employees at this are courteous & respectful, and i will continue to this branch for my personal & business account.