Edward Jones - Financial Advisor: Kristin Cardona, AAMS® - Punta Gorda (FL)

Nick Schery Lisa is fantastic, very helpful, knowledgeable, and reasonable (pricing and otherwise). I cannot say enough good things about her or how she conducts business. I wouldn’t hesistate to refer her to my family or friends.

Dawn Vishey A shout out to Carrie Coats of Ameriprise Financial Services. Its important to have financial discussions especially during these times. Carrie and I teamed up for an Pickleball and Financial Wellness clinic. As Carrie guided us through the current financial climate she was fun, informative and tied it back to a sport we are all watching grow exponentially. Thank you The Pickleball Haven of Naples, Pro AM Tennis and Pickleball and Ameriprise Financial Services for your forward thinking and delivery of how personal finances and pickleball have in common: Communication, Risk Management and Goal Setting

M After being a member for just about 35 yrs. Ive been treated terrible. Wish to file complaint with Corporate office ONLY

Emily Jiles My experience has been phenomenal service, top notch professionalism, and peace of mind. Mr. Hargreaves has done an amazing job helping me get my plans together for the future. Thank you for all you have done to help me and my family!

Business Email This bank is the worst so far. Tammy Brown was my manager.Had my first check processed 10 days. Online transfers are unavailable. Zelle doesnt work. Cash app transfer was not approved by this bank and customer service is unavailable on weekends. Plus, another payment to the credit card was not available.DO NOT RECOMMEND. And those "specialists" may need a different jobs.

dorothy stark Mark is the best financial person we ever had always there to help come over as soon as we call and good investments

Dennis Fleetwood Shelly was wonderful and very helpful got my the money that I needed and a little extra. She was very direct with the information she gave me. I highly recommend this place they are very lovely ladies Shelly was so sweet

Derek Lovett Love me some Rhonda. Great service and knowledge.