Saint Augustine, FL Financial Planner

Poor follow up

They will file your taxes for you! They are awesome! This will be my 2nd year filing with them

When my son needed to find an individual health insurance plan quickly, after aging out of our plan, Scott from The Bailey Group did a great job of helping us weed throug ... more

Sold a home and had 180k to manage. Needed advice. Tried to setup an appointment twice and got no reply... Learned how to manage my money on my own! ***Update*** After po ... more

Anastasia Gray is really committed to her clients! She is knowledgeable, caring and straightforward ; knows how to work around challenging situations and gets the best ou ... more

Great people to work with. Have used them for many years.

Gene is a friend first and an advisor second. I know i can go to him for direct, unbiased financial advice. I recommend him for anyone looking for planning & asset mana ... more

The service is horrible. Start to finish.

Upgraded computer equipment

NORBERT TUSEO

Won't accept deposits by check for Merrill Lynch accounts.

Exceptional and informative!

Honest&Good advice

Temporary closure?? Almost ONE year you have been shut down. Shame on B of A. Chase Downtown opened up months ago, along with almost every other business establishment.

It's tricky to separate the bank itself, from the company. In this case, why bother? I found the staff at the bank rude, and never really helpful. But think about the com ... more