Cindy Davey - Financial Advisor - Punta Gorda (FL)

isabelle mertin Ogden Wealth has been a life-saver for me. Michelle Ogden always makes sure that I know exactly what is happening with my money and answers any questions that I may have, no problem. Everything is easily accessible with the platform that they use. All the employees are so lovely and they have all taken really great care of me and my money goals since I’ve been a client of theirs. I would recommend them to anyone who is looking for a trustworthy financial company.

Brandon Monk Nate and the Team at OxenFree are amazing to work with. I’m not the sharpest when it comes to investing and Nate was able to easily explain how and why we invested the way we did. My investments are growing every day! Thanks Nate!!

Miguel Valentin If i could not even give them 1 star I would’ve, they deserve 0. Serious scammers right here so if you are considering them DO NOT!!! Don’t be fooled ❌❌❌

Lorraine Russo Nicole went above and beyond all expectations. She is knowledgeable and professional. I highly recommend her services. Thank You Nicole. You made the process quick and smooth and put my mind at ease.

Linda Jones Very helpful/informative web site. I was immediately advised I would be in touch with an Advisor within 24 hours. My Annuity Specialist contacted me and provided a wealth of information on the various types of annuities. He asked about my needs and goals and provided several options that would work well for me. He was very friendly and sincerely wanted to provide the best option for me.

Pat Jandacek My present bank does not have branches in the Tallahassee area and I am moving to Panacea in a few short weeks. I stopped at several banks but when I reached Prime Meridian I was very pleased with the reception and service I received. Personal checking and savings account were completed in the one visit though it required many phone calls and a long wait for Tara to get the information needed. She was patient, kind, and still able to acknowledge other patrons as they came in without disturbing our business. Its also a beautiful building and I have no doubt all service will be rendered with the same attitude toward the customer.