We have been working with Eric for 20+ years, and he and his staff have been very professional and…read morehave served our financial needs very well. Based on his advice and support in those 20+ years, I don't believe I've had an ounce of financial stress, knowing his support has covered our goals and needs so sufficiently. I would highly recommend consulting with Eric, he will listen, support, and will diligently drive to help you to meet any financial goals you may have.

From the owner: Through education and building relationships, CornerStone Financial adds value to your financial…read morelife and helps position you for Future Financial Independence. The key is to understand you and design plans to meet your desires and goals.

Katie has been my financial advisor for almost two years now. She has done a great job with my…read morePortfolio. Katie is very friendly and patient with me. Her office is convenient, beautifully decorated, and always smells so good. She really cares about her clients and their financial future. I am happy I went with Edward Jones, and even happier I choose Katie Kingsman.

I have never had help with my finances before and Brenda has been amazing to work with. She walked…read moreme through each step and explained everything in Lamens Terms! She has already made me feel better about my future, I just wish I met her sooner! Thank you!

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.

I searched for firms in the area that could represent our business. It was difficult finding…read moresomeone who would even return my call. To me that is indicative of future performance. Luke called me back immediately. He assigned me to a resource named Juli-anna who is outstanding. You can get as much or as little analysis or efforts on your financial situation as you can afford or need. It will fit your budget. They are very responsive.

I was referred to Bluepoint Financial from friends who are also local business owners. I am so…read morehappy they did! They are fantastic and so knowledgeable. They go above and beyond and reach out to me without asking to inform me of new issues that may impact my business. Highly recommended for anyone needing an amazing CPA firm!

I am very unhappy with my experience with Edward Jones in Fort Walton Beach. They made a mistake…read moreand would not own up to fix it. Which cost me to lose money in my investments. They wouldn't even wave the fees to fix their mistakes. Im pulling my money out and investing it with another company. Will not do any more business with this company.

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.

Carl is simply the best! I recommend him for all of your financial needs. He is kind, thoughtful,…read morelistens and is able to put together a plan that works for each individual.

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.

Saltmarsh Financial Advisors serve their clients tremendously well. They are well educated,…read morefriendly, and speak to you like a real person.

From the owner: Saltmarsh provides a full range of services, including auditing, accounting, management and…read moremarketing consulting, corporate and individual tax planning and preparation, business valuation, litigation support, financial and estate planning, computer systems evaluation, and employee benefits design, implementation, and administration.