Xexis Private Wealth, LLC - Lake Mary (FL)

Kathleen Corbett They take good care of you. Huge help to me with the deaths and estates of my parents

Rick Woodward We have been with Edward Jones for a number of years. We recently moved to Amelia Island and decided it would be easier to have our financial advisor here and be able to do face to face meeting. OMG what a difference Crystal has made in our first couple meetings. I feel like I am working with a totally different firm. I have to say people make the difference and Crystal has made a big difference. In my opinion she has gone above and beyond my expectations. She is helpful, listens well, explains well, follows through and I just feel like she takes everything so personal and wants to do the best possible job she can like these are her investments. But yet allows you the freedom to be creative so you have your touch on the investments. I cant say enough good things about her and her awesome assistant Michele. My wife and I feel extremely comfortable and trust them. I cant say we have had that feeling in the past with a couple other Edwards Jones advisors we have worked with. I highly recommend Crystal and Michele if you are looking for people you can trust.

Gina Stuto Wonderful informative gentleman

Homer Mackenzie I wanted to implement a loyalty program at my gym to retain more members, however giving discounts resulted in a temporary decrease in revenue. This merchant cash advance helped me meet operating expenses while I was implementing the program. In the end, my membership numbers increased, and my income stabilized faster than I expected!

Ted Gornto Very helpful in taking care of your needs

Lindsey Zavala Pat at Prudent Financial has been great to work with! He brings a nonjudgmental, calm attitude when reviewing finances and budgets with you. His expertise on student loans is top notch and up-to-date with all the ongoing changes happening recently with COVID. I am sooo happy with my service so far! Theyre legitimately excited when they discover ways to save you money and truly live to help people gain financial confidence. I feel a lot better knowing that Pat and the team at Prudent are helping me make the correct financial decisions! Ive already recommended someone to him and would make the same recommendation to anyone unsure.

Derek Wentworth Jay is an awesome financial advisor. He is a “hands on” advisor who gives that personal touch. I find him very informative, professional, trustworthy, and knowledgeable. The numerous years of experience he has combined with the personal service you receive will be hard to match from any “big box” financial services/investment company. I highly recommend Jay.

Charles Taylor Its just the beginning of the day! I was met with a huge amazing smile and directions. Next we were directed to registration where again met by smiles and information. The excitement joy and outline of information was incredible! Im so excited to learn and grow and explore my options for retirement and protect my retirement and at the same time understand my true finish line. Thank you all and its gonna be a great great day!!! Now that the day is nearing the end, I have to say its been incredible! Awesome informative speakers that held my attention 100 percent! Their desire to help families in powerful and motivating. I purchased the program for 495 primarily so I could donate 3 to other families. Thank you all for this incredibly wonderful event!