Ballast Advisors - Punta Gorda - Punta Gorda (FL)

Laurie Santiago Excellent service and money was available same day

Brian Madalena I have used Alan and Edward Jones for years in setting up my future with my investments. Hes been extremely informative always and has given me advice on how to invest based on what goals I have set out for myself. Highly recommend going to see Alan!

Jennie Spalti Helping people get their finances on track for retirement.

Cheryl Hornikel Jon Lee was able to make considerable growth in my investment portfolio in a short period of time. I am excited to finally have my portfolio in the competent hands of a professional investment advisor! Highly recommended!

Audrey Elmore Jarrod helped me with restructuring my settlement. he was patient and understanding throughout the whole process, he took the time to write up different plans for me so that i could figure out what one would be best for me, he stayed in contact throughout the whole process which took about a month. i’m very happy with the outcome, thank you Jarrod and Black Square Financial!

livi i Great staff, always ready to help with various questions.