Keywords: Financial addition financial credit union south orlando fl

Addition Financial Credit Union - South Orlando - Orlando (FL)

Address: 🏡 5301 S Orange Ave, Orlando, FL 32809, USA
Phone : +1 (407) 896-9411
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJoxB_wJp854gRVnIL9o6VtsI
#Florida

MIDFLORIDA Credit Union - Okeechobee Branch - Okeechobee

Thomas Draughon I have banked with midflorida in the past and haven’t had any issues with them as my credit union. They have new checking and savings account openings for new members and provide personal, auto, & mortgage loans. FDIC insured so you won’t need to worry in the case of a mishap. The banking staff are all pleasant and friendly people who strive to resolve any banking needs you may have.
5 /5
edward jones  financial advisor: courtnie a douglas cfp®|aams®|crpc™ fl

Edward Jones - Financial Advisor: Courtnie A Douglas, CFP®|AAMS®|CRPC™ - Starke

John Brackett Courtnie is a very knowledgeable Financial Adviser and down to earth person.You always feel confortable sitting down and discussing your account and options you have with her.She always ensures that everything is explained and answers all your questions step by step prior to you leaving her office. She leaves no stone unturned which confirms you made the right choice by choosing her as your Financial Adviser. If you are looking for someone who has your best interest and ensures your part of the decision making process then I HIGHLY recommend Courtnie for the job.
5 /5

Marshall Financial Group - Mt Dora

Tracy Berry I have been a client with David for 25 years. He is extremely professional and knowledgeable. He can explain things at a level that makes me feel comfortable. He is a good person with a sense of humor that makes you feel at ease. Without a doubt, he always has his clients’ best interest at heart.
5 /5
advanced wealth advisors fl 33907

Advanced Wealth Advisors - Fort Myers

Eileen Daly Soren and Annette are exactly what we were looking for in a financial advisor. Soren is smart, responsive and he has made us feel much more confident with our retirement. Both Soren and Annette are responsive to our questions and objectives. We tried retirement on our own for 3 years and we thought we were doing ok. AWA surpassed our results in the first year. We definitely recommend them!
5 /5

Raymond James - Naples

Carol1 We have been clients for over 20 years, Clinton has been a mastermind of our financial well being. The Staff is also a tremendous asset.
5 /5

Merrill Lynch Wealth Management - Stuart

Jorge Frank I live in Indiana and use Merrill Lynch. I am looking for a home in Florida and came across the post below while looking at nearby places. I lost a ton of money during the pandemic, but my advisor said to just wait. All the people who pull their money will soon stop, they will loose a ton and then put it right back in and things will get back to normal, I know its hard to do that, I lost $140K was at -23%, but within 5 months was back $230K and +16.5%, so almost 40% change in 5 months, thats crazy. No one would have guessed either of those would have happened. I had just invested my money a few months ago, and thought, I am going to loose it all, but I listened to my advisor thank god. They tell you they dont know the market, because they dont, no one does and if they say they do stay away from them, they are a fraud. They can only base their decisions on history. I have been with Merrill Lynch for almost a year, and have had no issues yet. I have my bank account with Bank of America who owns Merrill Lynch and I like the way they migrate together.
5 /5

The FMC Wealth Management Group - Ocala

Glenn Midnet Scott is truly amazing to work with. Not only is he very knowledgeable but he really cares about his clients. I highly recommend Scott and his team.
5 /5