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Edward Jones - Financial Advisor: Joe Tackaberry, CFP®|ChFC® - Punta Gorda (FL)

Address: 🏡 1531 Rio De Janeiro Ave Unit 1, Punta Gorda, FL 33983, USA
Website: https://www.edwardjones.com
Phone : +1 (941) 318-7233
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ3-9YA-ZTs1IRcY-1OjHcoac
#Florida

Moreno Financial Services - Orlando

Hillary Bressler MPC has been a Godsend for my company. They have saved me money and have guided me in many aspects of my business in the past two years. Quality people that are professional and trustworthy. They handle my healthcare for my firm and are currently guiding me through Obamacare. I dont have to worry as they are two steps ahead.
5 /5

OneMain Financial - Miami

carlos herrera I requested a loan at OneMain Financial for a family emergency, and Henry Álvarez took my case. He was really great. The whole process from the beginning when I submitted the application, the approval, and all the way to the end when I signed the final loan documents was extremely easy; it was done in under 24 hours. Everything was crystal clear. 100% recommended.
5 /5

Advance America - Defuniak Springs

Kimberly Barnes I had an awesome experience they took really good care of me. Very sweet I will definitely do more business with them. Thank you so much Cathy and Cassie!
5 /5

Singer Wealth - Boca Raton

Charles Paul Collins Particularly, our family was drawn to Singer Wealth Management and Singer Law, to help us manage our retirement portfolio and estate planning documents. What stood out above several other organizations we interviewed was the Singer Organization did not try to sell us something we didnt need. In fact, they reviewed our documents and financial plans and recommended updates to one estate document out of several to comply with Florida law. Every other organization recommended scrapping everything we had and starting over. To our family, it made all the difference about who to select as a key advisor.
5 /5

Patricia Evans - Starke

April Kelly Our office uses Capital City Bank and I work with Patricia quite often. She is always willing to answer any type of questions I may have.
5 /5
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TRU FI Credit Union - Macclenny

Asheleigh Mulkey We just recently switched to this local credit union after being with a big branch bank for years. I regret that we didn’t switch sooner!! The service we have received has been phenomenal! Every time we walk in, no matter what teller is at the desk, they greet me by name before I even tell them any info. They respond to messages within minutes and are always so nice. The personal touches they provide is something a big branch bank could never provide. I’m so glad we decided to go with them and I just know we’ll be lifelong customers now!
5 /5
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CPS Investment Advisors - Lakeland

Tierra Walker I had a fabulous time at the Behind The Scenes event. Lots of friendly people and network connections. Very informative and and fun
5 /5