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.

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

Warning to anyone considering Jacksonville Wealth Builders (JWB): read the reviews, document…read moreeverything, and do not confuse "customer service" with actual accountability. "Wealth Builders." The priority is right there, and it isn't you. Signing was already a red flag: told late in the many-step- process that JWB doesn't do 1-year leases, then told even later about an escalation clause and year-over-year rent increases, both times after we were already committed and short on time to walk away. While it's a clunky and terrible process, it's likely working as intended. The real reason we're leaving the moment our lease allows it: 2025 - 07/29/2025: Central AC (advertised in the listing) can't keep the house below 80F even under non-extreme conditions. Reported it. - JWB sends vendor after vendor, second opinion after second opinion. - Eventual "fix": attic insulation. - Same week, we reopen the ticket. Insulation changed nothing. Sent video proof. - JWB keeps cycling vendors and opinions until fall hits and the weather cools. Ticket closed, "nothing more can be done," and we're warned about being charged for future vendor visits. 2026 - 05/24/2026: Reopen the same issue as summer returns. Same runaround: second opinion, third opinion, their own JWB "construction pro," "discussing with the owner," repeated multiple times. - Owner ultimately declines any repair. Work order cancelled. - We file a BBB complaint. JWB tells BBB the unit is "working as intended" and calls it an "enhancement request." You don't spend three months and that many vendor visits on a non-issue. That gets closed at vendor one. - We submit video to BBB: 85F outside, thermostat set to 77F, indoor temp climbs from 79F to 80F in two minutes. - JWB sends a canned "pending owner approval" email, then posts on BBB that they're "exploring options with the owner." Check out this timing: - 08/17/2026: BBB closes the complaint. - 08/18/2026, one day later: JWB tells us the unit is "working as intended" (again) and offers a window unit as the fix, for a roughly 1,500 sqft home leased with central air. That timing isn't a coincidence. I can't prove what motivated it, so I won't claim I can, but the pattern speaks for itself. While JWB tenants often aren't given details on vendor diagnoses, over the past year-plus I've gathered plenty. The vendors may have said the unit itself is mechanically sound, not requiring repair or part replacement, but I know the consensus has been either that the unit is undersized for the home, the return vents are inadequate to let the unit keep up, or a combination of the two. The most telling line from this entire process: "the client makes the ultimate decision." Apparently, the tenant doesn't. A window unit is not an equivalent solution for a home we rented with central air, and it's not a fix for a system JWB insists is already working fine. Two summers of an AC that can't consistently keep the house below 80F, months of delays, and a window unit as the final answer is enough for us. Again: you don't spend this much time, send this many vendors, bring in your own "construction pro," send that many quotes to the owner, and then offer a window unit as an appeasement, for a non-issue. Nobody's falling for that. If this were isolated to days of extreme temperatures, that would be one thing, but it's throughout the summer. We often can't get below 80F until well after midnight, and even then we often settle for the high 70s and just try to get some sleep. We have blackout curtains on every window, aluminum foil on some not visible from the road, and none of it has helped. Having a tenant go to those lengths just to keep the home they're renting cool should be embarrassing to JWB. Instead, fixing it is called an "enhancement request." Take the critical reviews seriously, our experience wasn't an isolated incident. Do your research before signing with JWB. Read the reviews closely, and question why so many 5-star reviews within the same time period seem to be from either brand new tenants or multi-year satisfied renters. Question why so many reflect on Google as both "newest" and "recently edited" while leaving an initial response from JWB from over a year ago. Ask questions. Get everything in writing. Save every email. Don't hesitate to contact Code Enforcement. We're leaving the moment our lease allows it, and I'd rather help even one person look elsewhere than accept a window unit as a resolution.

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!

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.

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.

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

Good so far can't say anything until I am through a process. So far feeling is good agents work…read morehard to keep all parties involved happy. Knowledge of the area is great. Local relationships strong which help the process work easy and quick.

Greg was very professional, thorough and diligent with the Tax Service we requested. Highly…read morerecommend!

5 stars does not say enough about this accounting firm. We found them based on YELP reviews and…read morewe clearly landed in most capable hands. Greg and Angela are highly professional, extremely knowledgeable and we can't say enough about our first experience with them. They are very organized and have developed an amazing system to manage clients virtually. We were able to upload all documents ourselves and did not require tech support but we are sure that they would have walked us through the technology challenges if we needed them to. They were transparent about costs during their free consultation. Perhaps our favorite part is the virtual review of our taxes via a video that Greg creates. We watched it more than once and then had a virtual meeting to discuss it. We are grateful for the tax guidance they offered.