Wells Fargo Advisors - Green Cove Springs (FL)

Todd Swanson Excellent level of service at a reasonable fee. Our results have been superior with this highly ethical and professional organization

Rich Craig I felt very comfortable from the first conversation with Derek. He took his time and educated me, explaining the pros and cons of different strategies and products. He never rushed me and answered questions with precision. I cannot say enough good things about him.

William Reyes I had a great experience working with Mr. Greg Godin and his group during the purchase of my home. They were very professional, knowledgeable, and made the entire loan process smooth and stress-free. What I appreciated most was how timely and efficient he was—every step was handled quickly, and I never had to worry about delays.

Dominique James I love it. I see a lot of people upset about the Merrill lynch security not allowing pedestrian to walk through. Well its for their employees safety. I wouldnt want someone to rob/attack me when I should be feeling safe in the comfort of my job. I love our security personnel they take real good care of thing while we work.

Daniel Cantero Medrano Hi, today I was at this financial institution to open my checking account and I received magnificent attention from Banessa A. Very good work and a very important point: this agent is bilingual. Thank you very much.

Thomas Varga Outstanding Financial Advisor - Highly Recommend! Ive been a client of Clinton Wilson from Raymond James for several years, and I cant recommend him enough! In that time it has been clear that he genuinely cares about his clients’ financial well-being. Mr. Wilson took the time to understand my unique financial situation and goals, then provided personalized advice that was easy to understand, and which helped me create a solid financial. At every step of the process he clearly explained all the fees involved and made sure I was comfortable with every decision we made. Communication is another highlight of my experience. His office was always quick to respond to my questions and provided regular updates on my portfolio. His expertise and insight are invaluable. If you’re looking for a knowledgeable, trustworthy, and approachable financial advisor, I really recommend reaching out to him at RJ. You won’t be disappointed!

Johnathan Grandage Highly recommend Cassedy & Company. Richard met with us several times and thoroughly explained options. Very professional and courteous. He helped us set-up life insurance, an investment account, and navigate an IRA rollover. Along the way and since, Richard always provides excellent customer service and is easy to work with.