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.

Once again, worst company ever I was told by their maintenance department that I need to call JEA…read morebecause there's a smell make it make sense. Why have a maintenance department when you're not doing nothing what is an electric company going to do for a clogged sink why have a maintenance department when you're not going to do anything?

Awful bean counter management that doesn't care a bit about residents. I refused to renew my lease…read moreafter the washer was down for 5 weeks with maintenance being unresponsive. The outside water supply needed to be repaired. After, when I brought this up to the manager, she told me that access to the washer and dryer was not guaranteed under the lease. Previous maintenance requests were delayed by stupid requirements for pictures and sometimes even videos of items to be repaired. Teh tub faucet fell off the shower wall. Why does this require a picture? And anyway, they do none of their own maintenance. It's all outsourced to local contractors anyway. And after giving them the evidence they request, they ghost you regarding updates. They lied and told me the property I was renting was sold to Elevate, but they own elevate. This is likely an attempt to hide from their extremely toxic JWB brand. Now, it's been 5 weeks since I moved out and they still aren't responding to messages about returning my deposit. I've received no notices, so it appears I'll have to sue them.

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.

My gripe is with the ATM's. It is now impossible to deposit a check, even a check on a Vystar…read moreaccount. You go through the deal, you get to a certain point, and it fails, can't read the check. So, any deposits have to be done inside the bank. My son has the exact same issue, and we go to the CU to make our deposits. No other bank has any issues with deposits, once they determine that you are you! Being out of money on some of the biggest weekends of the year is just neglect. Someone should get alerts and be able to bring cash to an ATM out of money. I don't have website problems, and accts are okay, but the ATM deal, it's just not acceptable in 2025. Instead of buying another credit union, Vystar should have updated its ATM software and check readers.

I completed a wire to a title company and I get I should pay the wire fee but I decided not to get…read morethe home so the title company sent me the wire back, but what I don't agree with is why I had to pay the wire fee again when the title company sent me the money back.

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 was denied an initially approved loan of $45k with a high income and great credit. After trying…read moreto call into a local branch to inquire about an auto loan application (docs needed and time it would take to complete and get a decision), I could only get in touch with the corporate headquarters. They pushed me to complete the application over the phone versus in branch which I did to save time. I completed the application over the phone on Wednesday morning. They said I should hear back by end of day. I didn't. I called back the next morning and they said "great, you're approved for the $45k!" They just needed some additional documents which was just supposed to be due diligence, 2 years tax returns. No problem, I uploaded this by early afternoon Thursday. They said they would be in touch shortly. No response Thursday or even Friday morning. I had to call back and see what the hold up was, to which they said the application was still pending and under review. They were going to reach out to their underwriting department and see if they could speed it up and I should have the final decision by end of day. They close at 7. I called at 6:45 as I still hadn't received a callback or any update on my loan. I've been getting ready to go car shopping all week! They said it still was in review but I could call an express team the next morning. I call back in the morning and they say "oh yes, the underwriters have a counter offer of $30k". I'm shocked!! $30k after getting approved for $45k? They tried to say it was because of the average income over 2 years, but whoever is doing the underwriting clearly doesn't understand 1040 tax returns or self-employed. The goal isn't to try and show the highest income possible (so you can be taxed on that number) but rather any deduction that is used for business should be deducted from the total income. However, the gross income before taxes clearly show a high income, or true income rather in this case and personal income is net of all eligible deductions. Absolutely unacceptable. And then to make it worse, they left my application as pending while they went home for the weekend and I'd have to *hopefully* wait to hear about the results on Monday as no one had called me to update me about the process. I'm ashamed of what community first has become. Vystar has been the worst as they've shown in the past few years but unfortunately, it looks like the service that set Community First apart from the competition is no more. I'm glad I never ended up opening a business account here and definitely never will. That's another thing I just realized: in my previous car purchase, the dealership needed to see my bank statements with a total figure. I was with Vystar at the time and they needed me to come in multiple times for them add up my total deposits for 3 months BY HAND because their online banking didn't have a simple Total deposits or withdrawals metric for statements. I had gone to CF to see if they did and they also didn't have this simple function. To the underwriting team at CF, to your counter offer, I say you need to get more training and do better at your job.

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.

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