Keywords: Financial edward jones financial advisor: andrew newton cfp®|aams®|cka® fl

Edward Jones - Financial Advisor: Andrew Newton, CFP®|AAMS®|CKA® - Fernandina Beach (FL)

Address: 🏡 95766 Amelia Concourse, Fernandina Beach, FL 32034, USA
Phone : +1 (904) 261-9392
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJHaegNlQB5YgRKmQYRhRNn4M
#Florida

Nautilus Financial Group - Spring Hill

Paulo Campesi Nautilus Financial Group team are very knowledgeable and great on what they do. If you are looking for the best Financial Services around, please call Nick Ferrara at Nautilus Financial Group, I highly recommend them!
5 /5

Skloff Financial Group - Naples

Roger Desmond What we love the most about Aaron is his availability to clients with any questions they have regarding their financial situation. His attention to detail, listening, and engaging with us to be sure we understand are out of this world. How often can you carry on an unscheduled call with someone you feel gives you their full attention and even looks up things youre asking about while on the phone? Aarons ability to explain things at a technical and granular level in such incredible detail, then turn around and make it understandable for "common folk" like us, is a trait that is sometimes overlooked in this field of work. His ability to TEACH so you understand vs. be TOLD is a complex skill to master. I felt that other advisors become frustrated with engaging questions that maybe they didnt know how to answer and just followed up with what felt like, "let me do the thinking here. Thats what youre paying me for". Unlike other advisors that post that they are simply CFP, Aarons education in accounting and Masters in Business Administration (MBA) shine through when explaining his thought process with a particular investment or question from us. After I looked up what it takes to be a Chartered Financial Analyst (CFA), I know for sure that isnt an easy accreditation to earn. You have to be an intelligent guy to get to that level. Knowing that we are working with someone who doesnt simply type into software a risk level and a clump of ETF is spit out is what separates Aaron from the rest of the pack. Keep it up.
5 /5

Edward Jones - Financial Advisor: Thomas P Kiernan, CFP® - Vero Beach

Warren S Tom and Jean are fantastic people. They have managed multiple generations of our families assets. They are super knowledgeable, always available and personable. If you need a financial advisor, this is the place to go. Highly Recommended!!!!
5 /5

Succentrix Business Advisors/Roni Hayes - Live Oak

marisa woodworth Mrs. Roni Hayes has done my taxes for the past 5 years, and I will continue to use her for any tax/accounting needs. She is extremely approachable and easy to talk to. If you are looking for clear communication, prompt responses, and a dependable accountant, I highly recommend using Mrs. Hayes at Succentrix!
5 /5
edward jones  financial advisor: john j skripko jr fl

Edward Jones - Financial Advisor: John J Skripko Jr - Palm Coast

Brad West Jamie is wonderful. Honest and definitely one you can count on to give you the best financial direction.
5 /5

Steady As You Grow, LLC - Okeechobee

Catherine Martin After 3 years I finally felt the weight come off my shoulders when I got referred to Myranda. She is focused on the client at hand (as others Ive dealt with being scattered brain and costing me unnecessary penalties). Myranda is very patient, perfessional and cares about keeping you educated and successful with your taxes and keeping you focus on building a successful business. Thank you Myranda!!!! You are an answerd blessing!!! Catherine
5 /5

FAIRWINDS Credit Union - Sanford

Patrick Harmon We refinanced our car loan and had a smooth experience working with Angelique. She was very friendly yet professional in walking us through the pile of paperwork and saved us a significant amount of money with a lower interest rate and offering a much less expensive extended warranty. Highly recommend!
5 /5

Mass Mutual Financial Group - Jacksonville

Troy McGee I have worked with Jayme for over 20 years and there is no one in the industry with his depth of knowledge, experience and understanding of business as it relates to proper estate planning. I highly recommend Jayme to anyone looking for family, business and estate planning needs. He will always do what is right for you, your family and your business.
5 /5