Like the platform but tax forms are always out at the last possible time other companies are…read moreavailable much sooner so they hold up tax planning

So came here to see Charles and he was not here, but if you would like a free copy of his book you…read morecan pick it up here. I called it Charles Swag! (Humor!) anyways.... Actually needed to get some information about setting up a little account for a grandchild and how that would work etc. The folks here are very nice and full of great information. If you have investing concerns or tax sheltering questions they have Certified Financial Planners that are available to advise you and help with those muddy waters of IRA's or 401k's or BMI's.....no I think the gym helps with that one, but the investment associated here can certainly provide you with the tools and information you need to make the right investment decisions. If you feel a need for a snack while your waiting, they have a primo kitchen area full of goodies and drinks to choose from and.....they even offer you more snacks. Disregard the Fidelity Investments commercial on the TV, which I thought was hilarious and inappropriate laughter started coming from me. I guess you can't block cable news.

Purchased homeowners and auto policies and was able to add a $1 million dollar umbrella while still…read moresaving money. Matt is extremely knowledgeable and helpful. His customer service is outstanding!

Montoya & Associates has been very helpful to my family over the last few years. We met Will…read moreMontoya through some friends at church, we just had a baby and were in need of some life insurance. His staff helped us through the entire process, soon after we opened some individual accounts with them and have been using them to manage our investments for the last 2 years. We love Montoya and the service we recieve from the staff, they have always been very helpful and attentive! Have recommended their services to several friends who are very pleased as well!

I've been a Fidelity customer for over thirty years, they offer a great platform for investing,…read moretrading and banking! Fidelity website is top notch! However the Jacksonville center has been of limited help they've constantly trying push me into a management account, which I don't want! Did that years ago for one year and regretted it, lost $!

Did you know that you really don't even need to go into one of these investments places to open an…read moreaccount? Just sit at your computer and fill out the forms online and your done. They send you stuff in the mail and your can make deposits via electronic or walking in with checks. Check with each type of Investment type group to find out their minimum deposit before opening an account and sometimes if you are referred by a friend you get extra stuff/trades. If you are new to investing, they have people who will guide you and help you. They will not tell you what to pick to invest in, but they will give you the tools you need to make informed decisions. It may seem scary at first and it does take a while to get use to it, but saving and watching your money grow for your future is very important. A lot of the investment places off free classes which are also great for first time investors. My thought on investing is if you like a company and a lot of people seem to like it, invest in it, even if it's just a few bucks. You can always keep adding more. And that's my tip of the day.

Professional property management is the most challenging element in all real estate investment and…read moremanagement. The "middleman" is always to blame when things seem to fall short of perfection. I have followed JWB since their dubious start at the beginning of the historic real estate crash, around 2007. Investors were leaving in droves, and everyone knew it was the worst time to enter the market. Nevertheless, Alex, Adam, and Gregg jumped in. In just over 15 years they went from zero properties under management to over 6,000 today. Read that again. No one earns and maintains the trust of the owners of 6,000 properties without delivering extraordinary value. I have personal knowledge of their management style and results. The sixty-plus employees that makeup JWB are trained to serve their tenants professionally and fairly. As a landlord for nearly 40 years, I can tell you that serving tenants is always a challenge. Some are never satisfied and complain the loudest. The happiest rarely say so. JWB is one of the top property management companies in all of Florida. They have earned my respect and admiration. Paul Howard President & Founder The Florida Landlord Network

This is the worst company ever. I pay my rent every month. I signed the A3 year lease stating that…read moremy rent would not go up within the three years after the first year it went up. I've had to have code enforcement out here, three times and still nothing has been fixed now I had to pay double my rent to stop a eviction for me being two weeks late which I have kept in contact with Sydney through JWB when I asked him for an itemized printout of their attorney fees that I had to pay for they said they did not have one that they could provide however, when I call the Duvall County clerks office there was no eviction files nor did I receive any eviction papers stay away from JWB they are a scam. They do not fix anything they make you pay for everything I do not know how they're even still getting away with the crap that they get away with. You'll get an automated response from a bot named Kurt.

William Merriam has been my financial advisor since 2008. I couldn't be happier. He puts me at ease…read morewith my portfolio. Bill was the advisor for the Queens Harbour Investment Club. A number of residents work with Bill Merriam and are super happy with the performance. He is is proactive and not the kind of broker that racks of a lot of trading fees.

From the owner: William (Bill) H. Merriam III is currently serving as Managing Director, Senior Resident Director,…read moreand Wealth Management Advisor for the Merrill Lynch South Point, and has been providing wealth management advice since 1990.

He is very knowledgeable and he listens. Good advice and he tries to minimize costs as much as he…read morecan.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

inherited this bank after a merger and have been *trying* to give them the benefit of the doubt but…read moream at my witts end. The connections to 3rd party budget software does not persist because you need an MFA code every.single.time. They didnt carry over the last banks settings so i've had instances of bounced checks despite having money in savings. when i called, i waited 45 minutes only to be told 'don't worry you get three free bounced checks a year'. YIKES. OK, so me chasing down three people that expected to be paid by me is perfectlly acceptable? Final straw came today when my husband and I had to call because HE was getting fraud alerts for Uber Eats, which he doesnt use. The fraud department wouldnt allow him to declare this as fraud because I have an uber account. Sure enough his card WAS attached to my Uber account but it was expired. Regardless the charge was NOT authorized and my Uber account has NO record of it but somehow WE are supposed to 'figure it out' with Uber. Anyway just flag the shit as fraud and lets all move on with our life but NOOOO dealing with Vystar is a huge pain in the ass and they are going out of their way to not help us at times. Can't wait till I get far enough ahead to just transfer EVERYTHING.

this company lacks customer service big time! I had a car loan with them. I only heard from them if…read moremy payment was 24 hrs late (due to it being on a weekend), or I changed insurance. when I paid off the loan I received absolute nothing...no thank you for your service and huge interest that we charged you...nothing! I have excellent credit score, but will never do business with them again!

I would like to Thank Sara Willimson of CFCU for her professionalism and kindness in assisting me…read morewith my CD's. She was a pleasure to work with and would highly recommend her and CFCU to friends and family.

Every time I call in to resolve an issue, I consistently receive the exact outcome I'm expecting…read more Today, I had multiple matters that required assistance, and London handled each one promptly with no wait time. They clearly explained each process with professionalism and excellent communication. I'm never disappointed many thanks to the Community First team for their continued outstanding service.

From first meeting, to photography to home sold in 4 days! Cannot say enough about the…read moreprofessionalism and expertise of Jenny and her team at Summer House Realty!

Great space for a party. Indoor and outdoor seating, multiple bars available...clean, roomy and…read moreclassy with friendly people ready and willing to help. Great yelp event as always. Thatnks to Rachel, the folfolks at yelp and summer house for putting it togwther