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 like Schwab. This office is managed by the same people as in Windermere. Great for when you need…read moreface to face and/or local assistance.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

Absolutely no customer service...We had our auto insurance through State Farm for over 20 years…read morewith no tickets or accidents from South Florida, Central Florida to Texas to Arizona back in Florida... we were so very loyal to State Farm... I relocated from one division to another with my company and 2 of my paychecks were not direct deposited .. in deep grief over my husbands death having difficulty dealing with all the responsibilities which they were very aware of because they had to change our insurance etc they were as cold and not sympathetic at all the entire office are not very welcoming..well one payment didn't go through.they said they sent a letter --never received it..they never called to let me know they just cancelled my policy and in turn my license was suspended... unbelievable!!!! After 20 years never missing a payment ... you think I would receive a call asking if i was having difficulties or was this just a bank mistake.. i had overdraft protection but for some reason it didn't protect me...they won't reinstate any insurance for me now and i pay twice as much with another company and it won't go off my record for 5 years!!! Thank you very much.. the DMV associates were very sympathetic and helped me a lot more than our agent. This was my horrific experience... buyer be ware....

I've been a loyal State Farm customer for the past 10 years and after today I will never insure…read morewith anyone else. Lara Henschel has assisted me since the day I walked thru the office doors at age 17 to insure my 1st car. And today when an auto glass company completely botched a rock chip repair to the windscreen of my brand new BMW, she had another company calling to set an appointment less than 5 minutes of getting off the phone with her. I never leave reviews online, but I'm posting this everywhere on the internet. Whether it's a beat up 1995 Pontiac or a 2017 BMW, Lara has always gone above and beyond for me and I would just like to acknowledge that since it's so rare these days. So if you're looking for insurance in Clermont, I could not give a stronger recommendation.

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

We have been renting with Phyllis Rodman and Elite Rental Management for almost 3 years now and we…read morehave been completely satisfied with every aspect of dealing with them. Any maintenance request we may have had was fixed promptly. Also, Phyllis fought for us to get our special request to have a screen installed on our porch. We have enjoyed working with her and would suggest them to anyone. Thank you :)

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