Testimonials

A Fiduciary Advises in The Best Interests of The Client. The Difference Shows.

At Jarvis Financial Inc., we believe that educating our clients is the first and most important step towards building their financial future. We give our clients the knowledge and understanding needed BEFORE discussing any investments or products.

We are your financial partner. Our success depends on your satisfaction with the retirement plan we create for you! We love what we do and our clients feel the same.

We have been helping people reach and enjoy their retirement in Florida (and beyond!) for over twenty years.

Get in touch today to see how you can protect and grow your wealth with Jarvis Financial Inc.

OUTSTANDING SERVICE

This plan (and Ms. Jarvis) was introduced to me by a friend. I knew nothing about this type of plan. Ms Jarvis worked with me from the beginning in a very understanding, professional manner to make sure I understood the plan and how it works. I don’t think I could find a better person to work with. She continues to provide me with outstanding service. Thanks for all your help.

ANNIE P

EXCEED YOUR EXPECTATIONS

You will be treated courteously and professionally at Jarvis Financial Inc! Products will be tailored, to meet your specific goals and needs. The service you will receive will exceed your expectations!

MICHAEL FRIEDMAN

TRUSTWORTHY AND RELIABLE

Edie’s market research and knowledge of all the available financial products was astounding. She also spends as much time as it takes to ensure that each client understands all facets of the financial product they are looking at for their future. We found Edie to be not only reliable but trustworthy which you cannot put a price on in today’s world. Each client has individual needs and we found Edie truly cared in being sure to implement the most sound financial plan for our particular needs. We have a big age difference in our marriage which necessitates careful planning to be sure both of us are provided for our hopefully long lifetimes. Edie spent a lot of time ensuring we both were comfortable before finalizing our plans. Another important quality to mention is the fact that Edie does not push one product being independent she truly offers a solution to whatever your needs might be for your best possible future.

Garry and Colleen Perkins

SETTING UP A FEW ANNUITIES

Edie Jarvis was very professional and answered all our questions. I was very pleased with our investments. She is always available for our financial needs. I have also recommended her to a few of our friends.

DORIS R

Nothing but the best in helping to establish the accounts. Helpful in any advice we need.

PETER P

RETURN CUSTOMER

We talked to Ms. Jarvis a few years back and she professionally educated us about her different annuity products. being frustrated with what was happening in the financial world and needing some financial stability for the future.

I contacted Jarvis Financial again and Edie graciously assisted my wife and me in products that we feel fit our future financial security. She truly is a professional and has kept up on all the latest products. laws and regulations that affect her clients. She answered our question quickly and completely. Thank you Edie for your kind, prompt and professional, service.

ROBERT G

A VERY POSITIVE, HELPFUL EXPERIENCE!

My experience with Jarvis Financial Inc was extremely positive and helpful. I was treated in a courteous, friendly and professional manner. They offer a multitude of quality financial products and you will be guided to those that fit your personal needs and goals. your confidentiality is always respected.

MICHAEL F

Annuities
Financial Planning
Social Security

Retirement Planning
Income Planning
Life Insurance

Wealth Transfer
College Funding
LTCI