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Edward Jones - Financial Advisor: David R Carrel, AAMS® - Marianna (FL)

Address: 🏡 2914 Jefferson St, Marianna, FL 32446, USA
Phone : +1 (850) 482-8505
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJUajAqBwhk4gRpBYETktnfjs
#Florida

SouthState Bank - Fort Pierce

Darryl Gilliam Marta A Iannotti was so patient with me and helpful where the amount of time it takes would normally frustrate someone she was patient and very helpful. Im beginning to love south state as a bank and learning to work through the quirks. Helpful employees like this is what the bank needs. I was able to send papers bank and handle my issue with no problem. Banks very clean AC nice coffee water everyones polite. My favorite bank!
5 /5

Edward Jones - Financial Advisor: Matt Putney, CFP® - Macclenny

Carl Victor Over the years, I have handled our investments, selecting investments in companies that I have dealt with, knowing that we would receive stock splits and have significant gains. Unfortunately, that was many years ago and over our 50 years of investing we built, to our needs, a portfolio which was too susceptible to market fluctuations. Some years ago, we met Matt who reorganized our portfolio to account for those variances in the market and we are exceptionally satisfied with his outstanding understanding of how our investments are affected by market performance and taxes. Surprisingly, this year we had a tax return, not much, but better than giving the Fed our money. Our personal analysis of Matt is that he is an honest person with a reassuring personality that makes us comfortable. Thanks Matt, Priscilla is also a pleasurable asset in the Edward Jones office. No, we are not related to either. Carl and Joan Victor
5 /5

Teo Masters: Primerica - Financial Services - Key West

Sophia Doctoche Teo truly is one of a kind. She helped me set myself and my two young kids up for their future. She wants to see both mothers and fathers become successful and have a plan for retirement. I cant thank her enough for the guidence and making the transition so easy and adjustable to my income.
5 /5

CardRates.com - Gainesville

Szymon Wojtasik I’ve always been overwhelmed by credit card options—so many terms, hidden fees, and confusing reward systems. CardRates helped me cut through the noise. I found a card that fits my lifestyle and doesn’t punish me for not being a financial expert. The site made me feel like I was making an informed decision, not just guessing.
5 /5
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Walts Live Oak Ford - Live Oak

Daniel Merritt Great experience. Started with search online, Hope was quick to help with my search. She found an incoming truck and let me check it out before detailing. Gave me an opportunity to see the truck in "everyday condition". We worked out a deal that met what I wanted and needed. The truck was serviced, inspected and detailed...looked like a brand new truck! WOW!
5 /5

Kiara Hall: Primerica - Financial Services - Gainesville

Shanetris Rossin Very professional, good spirit and helped me realize the importance of starting my financial freedom by setting aside money for investments and many other important things in my life. I highly recommend Primerica for your family life insurance needs and excellent customer service. Yeah it’s a 10/10.
5 /5

R&K Financial Group - Hialeah

Kat Castillo Great service, very professional.
5 /5