Wells Fargo Advisors - Jacksonville (FL)

Karen Marcarelli I have worked with financial planners for decades and I never had the results in my retirement funds that I experienced only working months with Anthony. I was Blessed to connect with Anthony and he has never failed me in the past three years I have been with him. He is so knowledgeable and he amazes me at how much he knows. However he then amazes me even more with how much he cares about his clients, and how supportive he is and how all his decisions are always what is best for the client----but of course he is a fiduciary----so what is most advantageous for all his clients is what we always get. Anthony is so down to earth and so on top of everything related to his field. I respect him greatly and I rely on him and he has yet to let me down. I have total trust in Anthony and ask his opinions often. I may not have a ton of money to work with but Anthony treats me as important just the same. His staff are equally as caring and supportive and skilled as well. If your not working with Anthony now, you are missing out for sure and your finances are not what they could be if you had the help of Anthonys knowledge and skill!!

a kohn I want to extend my sincere thanks to Jenny for her exceptional work on my business plan. Not only did she capture my vision with clarity and professionalism, but her strategic guidance played a key role in helping me secure an approved license—the first of its kind. Her attention to detail, industry knowledge, and ability to communicate complex ideas in a straightforward and compelling way made all the difference. I now have a strong, investor-ready plan and a solid foundation to build on. I highly recommend her services to anyone launching or growing a business.

John Rolfe I have had numerous contacts with this companys customer service agents. They are condescending and rude but notably ignorant of SEC and other major compliance laws. They make rollovers nearly impossible or outright lie saying its not allowed. Cities and towns that sign up with Bencor do not have the better interests of their employees as their goal. I urge any municipal employee to seriously question their HR Department about the research they carried out in selecting US Bencor. Chances are they did none and just put the contract out for bid.Thats no way to select a quality financial institution.

Kevin Parziale Natalia is amazing! Anytime I ever come back into this store I’m only going to use her and so should you! She went above and beyond to help and made me feel like I was family and not just a customer. Thank you so much!

Mark Thompson I was in the final stages of a business acquisition transaction that required key person life insurance coverage and accessed Michael and Susan Gray online at MEG Financial. They responded quickly and Michael and I were talking on the phone hours after my inquiry. We discussed my short timeline to secure this coverage and Michael explained the required next steps and that if we jumped into the application process quickly we could have this coverage in place to meet my timeline requirements. He found the most affordable coverage and carrier option for my coverage request and completed the initial application on the phone. Michaels wife Susan then jumped in through emails and phone calls to expedite the required physical exam and submission to the carrier underwriters and walked the application through to ultimate acceptance such that the policy could be issued in time for my transaction to close. I highly recommend Michael, Susan and their Team to anyone looking for key person life insurance coverage. They are located I believe in Florida and I am on the west coast in Washington state and their knowledge and responsiveness in this process made me feel like I was working with someone in the office building next door.

Latoya ONeal Great help in time of need with utilities service, ship program, and more great references