Wes Haney Chevrolet, INC. - Live Oak (FL)

Adelaida Leon The BEST place to go for all your financial needs. Nitsu is the best agent, always available when she is needed. She is our familys agent and we can always count on her to take care of us!!

Buddy Baumann I’ve worked with Eric over the last 6 years. He’s been very responsive and creative with ways to diversify my investments. I’m glad to be working with the Summit Wealth Team to help secure my family’s future.

Romario Bailey I had a great experience today signing up, it was simple and easy going.

stephanie morale I need raymond james to give me as a beneficiary of my deceased mother dolores ensslen who died 3/14/2024 . my brother the executer /poa has no communication with me on all of moms a counts and well fargo banking savings and checking which was cl9sed i recieved nothing where did that money go?-dolores ensslen estate .. the trustee glenn her son does not inform me or give me my annual financial statements for years which is his job he also closes accounts and does not give me my share ..hes not doing his job and needs to be fired ..raymond james refuses to give me my needed finsncial reports the manager tonya tells me only glenn can give this to me ...well how do i get this when he wont talk or communicate for 4 years now with me ..something smells bad with both the executer and raymond james..i would have given you are 0 for allowing my brother to treat a beneficiary this way i want what is rightfully mine per dolores ensslen will..also moms house is going up for sale my sister vivian has let me know but thats the executer job and shoyld formally be in writing to communicate witg beneficiarys

Mario Genovese Professional financial advice taking into consideration micro and macro economic factors. 20 years with Reality and always satisfied. 10 out of 10.

Pete Petrosky Everyone extremely polite and professional

David Voss I visited the South Orlando branch last week with questions concerning my account. I was assisted by Joann Johnson who was courteous, kind and professional. She did everything in her power to take action and followed up in a timely manner. I really appreciate the service!! I recommend this institution to anyone.

Stacy Gillis Gene Melamud is a wealth of knowledge. He is so passionate in the financial field for his clients. I highly recommend Gene for all your investments!