Jacksonville, FL Investments

I have been working with Joshua over the past few weeks and he has been excellent at breaking down my financial state and goals and giving me comprehensive tools to use i ... more

The thing I like most about Woman to Woman Financial is the client centered service. Dr. Murdaugh is knowledgeable, professional and very relatable. I would give 10 stars ... more

CFCU can NOT keep your money safe from RFID scammers, or anyone else from that matter. This is not a safe storage place for your money, nor a safe investment area. A more ... more

Very helpful, amazing service, I highly recommend. Great quality of care.

Cypress Bank & Trust is the Best Kept Banking Secret in Jacksonville. It has been a pleasure working with Cypress Bank & Trust for my business banking needs. I am not j ... more

Very highly recommend. Excellent communication, excellent workmanship, excellent service.

Working with Pam was a sheer delight. She seemed to answer every question before I asked and wrote everything down in the order I needed to complete it in when I returned ... more

I could not have had a better experience with Jason. I highly recommend him for all of your financial needs.

I've tried managing my own investments countless times, and to say those experiments did not go well would be an understatement. In the brief time I've been working with ... more

I can tell he cares more about me than himself, which is rare for an advisor.

Eddie Farhat is a pleasure to have as my financial advisor. He is very focused and knowledgeable in the world of finance. Other than producing very positive results, I ... more

David is very knowledgeable about investments and retirement. He cares about his clients and wants to do whats best for them. I am a client and I have several friends who ... more

The team at CapAn is awesome! They are down to earth and unlike any financial advisors and wealth managers you will find. They truly put their clients first. So many year ... more

Re-negs on interest rates before signing and requires more down payment than originally agreed upon

Harrison was great!

Michael McCarthy does a fantastic job managing and growing our portfolio. He is a wealth of information, quick with an answer, and friendly.

Jennifer is great! Very personable & helpful with all my insurance needs to help protect my family long-term. Definitely recommend!

We’ve been with Aegis for years and we are so happy with Michael Cirino and the Jacksonville Office. Thanks for helping our family’s assets grow and prosper. ... more

They have always been available for me.

If you are looking for a financial planner you can trust, who is organized, who is knowledgeable about their business, and will take great care of you and your investment ... more

Richard ( Richard Camp CPA) is a versatile accountant and a small business advisor. We at JAXHUB LLC are very happy with his firms service. His staff Sheena & Lindsay are ... more

The team at Camarda Wealth Advisory Group are responsive, caring and professional. I have confidence that their priority is to provide the highest level of customer satis ... more

David is very knowledgeable about investments and retirement. He cares about his clients and wants to do whats best for them. I am a client and I have several friends who ... more

Ben is the man! 5 stars

Stephen is very personable and guides you with what you want to go with.

I had many questions and he was very patient and answered them all.

Lunise and Insnick have been such a blessing to me and my family. I took their financial expertise and have been satisfied for the last 7 years. I started off with a life ... more

I love the 3 atm's at this location!

Terrible service, they are almost all rude

He is number 1 in his field He will go out of his way to help you get what you need till the end.

Lashanda had outstanding customer service and was very knowledgeable of all the products and services.

Great service and an exceptional banking experience.

After having 3 bad experiences w/ property managers in Jacksonville, I started working w/ All County and they have been fantastic .Both Paula and Vanesa are a pleasure to ... more

The best branch in Jacksonville! Friendly, efficient, what more can you ask of a bank?

Wonderful experience feel very excited about my investment and brokerage account thank you for all the information and making the process easier to keep all my 401k and R ... more

Tivaldi, LLC. is a great company in the insurance and financial consulting sector. They aren't just selling insurance and peace of mind for you and your loved ones; they ... more

Excellent & Professional Service.

My agent Philip did an awesome job explaining all the details about my life insurance policy. The process was swift and easy.

This is the List of the seven accusations against the TIAA Bank Bad administration of the funds, lack of transparency in their administration, when they were questioned t ... more

This branch is amazing. Every time I visit (to help my senior citizen parent who banks here) these folks treat her like a queen. Absolutely first rate customer service. ... more

Answered an email survey and within a hour a man called me from the branch raising his voice and long story short called me a liar.All of this from simply trying to depo ... more

What's up you have a 30 story building an NO TELLERS that makes No Sense.