Jack Kennedy is an extremely knowledgeable financial planner. I am an accountant that has been in…read morepractice for 22 years. I refer all of my clients to Jack when they ask about a financial planner. Jack simply cares about the client. Having your account with a firm like JB Meridian means that you aren't going to be put into investments where the broker makes a large commission. Most brokerage firms use salespeople that have no knowledge of how the market works. From the first time you meet Jack, he will impress you with his knowledge. I am not only comfortable referring my clients to Jack, Jack is also my personal financial adviser.

From the owner: Investment Accounts, Traditional IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs, Corporate Accounts, Trust…read moreAccounts, Investment Groups & more

Jim Perkins helped me with all my financial issues, and set up a retirement plan that suits my…read morelifestyle! I highly recommend going to see Jim!

From the owner: Helping Navigate Financial Peaceread more

Cyndia has been instrumental in getting me on track to personal debt relief! I could not have done…read morethis on my own. I have struggled with credit card debt for most of my life, unsure how to manage the mounting payments. Cyndia has sorted it all out and now, I have paid off several credit cards in just a few short months. I t takes time and discipline but, it is worth it to relieve the stress of debt! She holds me accountable and is always encouraging!

From the owner: I specialize in helping families manage their finances with confidence. Together we develop a…read moresavings and debt elimination strategy that will help them achieve their financial goals.

I've invested $25,000 dollars with him, and now every time I call, he either ignores the call…read morecompletely or texts me that he's in a meeting can me call me back. I say yes, and then he never calls me back. I am think I'm going to have to hire a lawyer to get my money back. Beware.

I would like to thank Kim at Fairwinds Credit Union in Clermont. She was so kind and helpful with…read moresetting up auto pay. It's good to do business with people who care about people.

jason is very helpful. most employees are too. fairwinds is my go to banking institution.read more