I could not be happier with Jax Wealth Management. I have been with Dan and his team since June of…read more2013. What most people look for in a financial advisor is someone who can grow their investments, and of course Dan and his team have done that with incredible success for me and my family. Just as important to me, however, is an ethical way to do this. Dan, Melissa, Chris, and the rest of the team are honest, open, kind, ethical AND great at what they do. Jax Wealth Management has allowed me to realize all of my financial dreams & much earlier than I ever expected to. Not only that, I look forward to our meetings to review my finances! My entire family trusts them with our finances and I have referred several of my closest friends to Dan as well. If you want to grow your investment portfolio with a great team, Jax Wealth Management is the one to go to! PS. Every year, they hold a party to celebrate their clients and successes, and they also recognize the people that retired in the past year. My retirement happened during covid, so at this year's party, I was recognized with an engraved bottle of 2012 Dom. Each person who had retired this year received a gift that was individualized to their personality/likes. This team really goes above & beyond!! Pics are from celebration 2023.

Not pleased with them at all. My old accountant transferred his clients to them a few years ago. I…read moreneed a copy of a 2009 business return my old accoutant prepared and they want to charge me $100.00 to email me a copy! They didn't do the work to prepare it so why do they feel entitled to charge me $100.00 for a COPY. I can see a $20 fee but not $100.00.

Excellent company!!! Our agency is a non profit developer…read morewhose funding is a mixture of city, federal, public and private funds. Our revenue is also a mixture of grant dollars and developer's fees so our finances are very complex. We need to utilize the services of an accounting firm with specialized expertise in complex accounting and Buttner and Hammock fit the bill. As a matter of fact, their firm found errors that the prior auditor had made on the previous year's audit. They didnt charge us an additional fee to correct the prior audit. We were so pleased with their work that we will ALWAYS be a loyal Buttner and Hammock customer. They are indeed top notch.

The Funding Group are very professional in finding lenders that match the needs of their clients. I…read moreneeded money for my business and reached out to the Funding Group. Their staff gathered the necessary information and started searching for prospective lenders. Debbie Nimitz was always available for assistance. This company is there to help you.

Tanya is so kind and helpful. She never makes me feel like I'm interrupting her day. She always…read morefinds me something that works for my budget. I have been working with her now for at least two maybe three years she never never never lets me down when it comes to insurance coverage. I would highly recommend this team over anybody else I've ever dealt with Insurance can be challenging and they make it easy.

Top notch agency with first class service and experience. Jim and team really are great with…read morefinding the right policies.

I'll be the first one to say they are awesome!! I'm very happy with how they've handled my money…read moreand they go above and beyond with their customer service. Tesh is the coolest guy I know and is always available to answer any investment questions I have. He even sent me a happy birthday text! They make me feel like their most important client, even though I'm not the person bringing in the "big bucks" for them. I wish I could give 10 stars.

This is the most wonderful insurance brokerage and Agency in all of Jacksonville. Any compasses…read moremarvelously talented and professional courteous personnel who know their stuff. They can do anything and they can do it quickly and they are very helpful the rates are fantastic they cannot be beat. They are the best people in town to get insurance from for your home or your auto and they have great connections and can secure any kind of insurance you need fast and inexpensively. I had the pleasure of working with one of the agents there a lead agent Nital Patel. She assessed by problem quickly figured out exactly what my needs were tale of the policy through a great deal of work without a single complaint and came up with a fantastic rate to solve my problem perfectly. Everyone at the agency is like that they are all wonderful people I recommend them highly and without reservation

Once upon a time I worked with Paul Lalonde, the agent, in Jacksonville, FL at an insurance…read morecompany. He left the company and went to become an agent. Working in insurance I know that you have a few choices when it comes to obtaining insurance: through an agency (such as Indi Financial) or direct (through a website). Outside of being on my parents' policies as a teenager, I'd always had direct insurance. When I was looking for a cheaper rate a coworker suggested going to Paul to see what he could do. I actually ended up staying with the company I already had (Travelers) but switched my policy over to Paul's care. I had an accident and it was really nice dealing with someone like Paul (think of the agent as a mediator between you and an insurance company). He really wants the best for his customers and it was really nice having someone explain the stuff I didn't know (I may work in insurance but claims is not my forte). When the time came Paul helped me switch my insurance to a new carrier in a nice smooth transition and helped me save money. He's no longer my agent because I moved to Texas but really recommend him. He's very knowledgable and very friendly and you can trust him with your insurance needs and questions.

My husband and I moved to the area this year so we needed to find a new accountant. We worked with…read moreYvette to file our taxes. Shortly after she filed for us we received a few notices from the IRS that needed some clarification. Of course we reached back out to Yvette to explain these notices to us. Each year we pay our taxes in full and never had any issues. I've called, emailed and sent FB messages and I've been completely ignored by Yvette. Do not work with them!!! Extremely unprofessional. We will not be working with them next year.

After working with Yvette and Universal Accounting for one year I am very frustrated with their…read moreon-going mistakes and lack of response to email and calls. We trusted them with our two small businesses (bookkeeping and tax returns) and our personal tax returns. I had to hire a real CPA to review and fix the Quickbooks data transactions and both 2018 business Tax Returns. They delayed finishing and filing our 2018 personal tax return for 5 months which resulted in an additional tax payment plus penalty and interest. Their "affordable" price cost us more money in the end. They either need to hire a real CPA on staff, or they need to disclose that they don't have a CPA. I'm very frustrated with their lack of quality of work and lack of communication during the full year of working with them.

I experienced exceptional customer service with Mr. London at Family Choice tax services. He's very…read moreknowledgeable and professional of any questions I had and was unsure of. I will see you guys' again next year!!!!