Wells Fargo Advisors - Miami Beach (FL)

Debie Kirkpatrick After 7 years in retirement (DIY), I was ready for some help from a CFP.  I worked with Steven Clark on a project basis over several months to develop a comprehensive personal financial plan, and I can confidently manage my investments using this plan. Step by step, we talked through my personal circumstances, investment preferences and style, risk tolerance, cash flow analysis, fraud protection, insurance, legacy planning, and the WHY of everything. The process was comprehensive, and I am very pleased with the end result. Thank you, Steven!

RAY’S BARBERSHOP LLC Woke up in the morning with the alarm, well not the usual snooze every 10 minutes, but an unique message sent by Bank of America, that woke me up at once… BofA Security: Did you use your debit card ending in @@@@ at: AMAZONRETAIL WWW.AMAZO, $33.73, Declined, 11/26? If you recognize this activity, reply YES. If not, reply NO. STOP to end texts I follow the protocol, and came to this branch, what a great costumer service, very helpful staff got a replacement card, an investigation that got my money back and the one reason to keep banking with BOFA. I highly recommend you, members of your family and friends to come to this branch. Now I can go back to sleep

Cheri Davis Very Professional, Tactful, Dependable and Most Importantly... Honest & Affordable! Would highly recommend using Digital Solutions!!!!

Dan Ossege Gary and Scott and Melinda have done us right since we have had them. We told them what we wanted with our money and they have met or exceeded our expectations.

Val Ge My dad had his account with Jay and company nearly 20 years until his death. I moved my IRA to Jay in 2012. Like my dad always said, “Great guy - honest and professional” - which I totally agree with. It’s why i moved my financial business there so long ago and still do business with them today! A rare gem in financial services and i have recommended him over the years to a number of my personal friends. Val