Keywords: Financial cornerstone financial planning inc fl

Cornerstone Financial Planning, Inc. - Fort Myers (FL)

Address: 🏡 13710 Cypress Terrace Cir #200, Fort Myers, FL 33907, USA
Website: http://www.cfplans.com
Phone : +1 (239) 689-7200
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJrZEgavI_24gRpSgQNHI88Ho
#Florida

InsuraTec - Crestview

Aj Williams This is a very unorganized unprofessional organization. I got an email to schedule a date for my interview and set it. When it came time for the interview no one called me for 15 minutes. I found the interviewers name and phone number and called. I didn’t get an answer so I texted her. She replied quickly with “ Okay what is the appointment for I kind of forgot”. I reminded her that it was a interview and offered to forward the email that she sent me in the first place. She then replies with “ Of course send me your name because the next step if I have to book follow up meeting for you so that we can go over the email and then let me know youre available lady for today please”. After I sent the email, I texted her and told her i was available now, but then she read my message and never replied. I replied again, she read the message and didn’t reply. I called the main office. A nice woman answered and apologized for the inconvenience, she rescheduled the interview at 7. I get called about an hour later from the original interviewer, and she immediately goes into the interview without introducing herself or confirming if I was who I was. I stopped her to ask her who she was. She confirmed and then tried to ask me more interview questions. I told her that I did not have the time for it now and if she knew it was rescheduled for 7pm. She goes on to say she knew and that she apologized for not responding and proceeded to blame it on a client that she was helping, none of which was communicated to me at all. After that call we were on for 7. It is 7:30 pm right now as i am writing this and she still has not called or texted, or even emailed. It’s a shame, because I could only imagine the poor service that the clients are receiving.
1 /5

Ed Hickey - Private Wealth Advisor, Ameriprise Financial Services, LLC - Fort Lauderdale

JoAnn Roy Ed Hickey has provided financial services to my family members and myself for more than 20 years! His knowledge and expertise have served us well, and beyond our expectations. Ed is always available to answer questions and to consult with, and he has our complete trust and confidence. I highly recommend him for whatever your financial circumstances are. Also want to acknowledge Josie Edmonds who works along side Ed and has been a wonderful confidant!
5 /5

Merrill Lynch Wealth Management - Panama City

David Boyd 20+ years experience with Greg Scott and his team. Results.
5 /5

FBC & TAX SERVICES - LaBelle

Jamease Mosley My tax preparer (Teresa Gunsby) is very professional, and the services are efficient.
5 /5

Seacoast Bank - Bronson

Niki Miller I miss Drummond. I will say this location still has the same great employees. I am noticing new faces but they have been great too. I left TD Bank for Drummond because I hated the way the big banks treated me, unfortunately Seacoast reminds me of TD Bank. The 3 stars is only because the employees are great, otherwise it would be less.
3 /5

Edward Jones - Financial Advisor: Ron Wheeles - Brooksville

Bill Martin Sounded like he new what he was talking about. Transferring my accounts to him.
5 /5