Keywords: Financial edward jones financial advisor: james a garcia cfp®|aams®|crpc™ fl

Edward Jones - Financial Advisor: James A Garcia, CFP®|AAMS®|CRPC™ - Tallahassee (FL)

Address: 🏡 1725 Capital Cir NE Suite 302, Tallahassee, FL 32308, USA
Phone : +1 (850) 942-1734
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJZcS58bZY7IgRQEx7HIbvv7g
#Florida

Flagstar Bank - Boynton Beach

Nicole Helton I have used Amtrust bank for 10+ years and there isn’t an employee who hasn’t been friendly and helpful. Indira Ali is one of the most pleasant people to work with! She is knowledgeable, kind and probably the reason I have stuck with Amtrust for as long as I have.
5 /5

Truist - Arcadia

Nancy A The service at this bank as dropped to an F rating - since the Sun Trust merged with BB&T they have totally given up on any semblance of assisting customers. Wait time is over 60 minutes when you call and then you get disconnected. When going to the bank in person there could be many folks waiting to be helped. Wait time could not be estimated. Cut off my debit card without notice (over 2K in acct). Time to move on.
1 /5

Carr, Riggs & Ingram CPAs and Advisors - Crestview

Jacob Butler My wife and I were recommended this place last year and DESTIN COBB helped us tremendously! We were able to bring our confusing paperwork over (We are self employed) and He was able to make sense of it all and save us BIG! I highly recommend Destin Cobb to anyone looking for help with their taxes
5 /5

Edward Jones - Financial Advisor: Colleen J Mitchell, CFP®|CEPA®|AAMS® - Melbourne

Ernie Sanchez Colleen is so incredibly sharp and savvy on portfolio design to maximize what you have as tempered by your risk comfort. Shes just a joy to work with; so personable and friendly. If youre looking for a financial advisor, go see her....now!
5 /5

Ulin & Co. Wealth Management - Boca Raton

Randy Poulos My wife and I having been working with Jon since 2009 after leaving IBM. Jon has managed both of our accounts. He has been very reliable and is always available to answer any questions we have had with providing bi-annual reviews to keep us update up-to-date on our portfolios and his services. Definitely would recommend Jon Ulin to help grow your retirement goals.
5 /5

Suncoast Credit Union - Bushnell

Joana Goff I just wanted to give a huge thank you and shout out to Brittany and Catie for not only letting me know I left my phone at the bank, coming back and staying after hours to make sure I got it back that day. That could only happen in a small town and shows the values that these two ladies have and carry in to their jobs to make sure their customers are taken care of. Thank you ladies! You don’t know how appreciative I am!
5 /5

Capital City Bank - Monticello

Bob Canter There was fraudulent activity on my debit card. I reported it promptly and the fraudulent transaction was blocked. I then went to our nearby Capital City Bank branch to get a new debit card. The entire transaction was quick and very easy; bank staff is very courteous.
5 /5

Fidelity Investments - Fort Lauderdale

Jaidyn Knight Stephen Jurrissen provided me with quality customer service that gave me confidence and comfort when it came to my investments. He was thorough, patient, knowledgeable, and kind - an excellent example of what Fidelity has to offer. I was very impressed and will continue to see Stephen in my years to come with this company!
5 /5

Suwannee County Property Appraiser - Live Oak

Jo Lytte JUST TALKED WITH THEM ON THE PHONE AND THEY WERE SO HELPFUL AND COURTEOUS.
5 /5