Keywords: Financial edward jones financial advisor: matt surrency cfp®|seawma® fl

Edward Jones - Financial Advisor: Matt Surrency, CFP®|SE-AWMA® - Alachua (FL)

Address: 🏡 13100 Tech City Cir Suite 300, Alachua, FL 32615, USA
Phone : +1 (386) 272-2213
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJMVesJHwZ5ogR0wJ3iDnADdo
#Florida

The Check Cashing Store - Pompano Beach

Evelyne Grant Danielle provided excellent customer service. She was extremely friendly and was able to assist me quickly. Her positive attitude and efficiency made my experience a pleasant one. I would highly recommend her to anyone in need of assistance at this location. You will leave with a smile. Thank you, Danielle! Best location.
5 /5

Kennedy Whaley Financial - Ameriprise Financial Services, LLC - Bradenton

Suncoast DreamTeam If I could leave a 0 I would!!! My business partner and I were in the building meeting a client and were not aware that each suite had reserved parking, we thought the lot was reserved for the building itself. So we leave and a car had purposely blocked one of our cars in. Parked in the middle of the lot. We went to the suite to be greeted with an extremely rude receptionist and some guy in shorts and a t-shirt. First sign of unprofessionalism. They were both extremely rude and gave us an unbelievable attitude. She simply could have parked in the other spot for their office and left a note or could have been more understanding of the mistake... especially for guests of the building. For a financial office thats supposed to be professional and want peoples business, it was very disappointing. Out of the hundreds of clients of ours and we will tell our work colleagues about the experience as well...we will never refer 1!!!! That could have been handled much more professionally.
1 /5

The Hidden Wealth Solution - Lake Mary

Ed Stephan My wife of 57 years has a degenerative disease, and it tears me apart emotionally to see her suffer. It also keeps me very busy tending to her needs. I know she will need Medicare coverage in the near future. However, getting qualified to receive available coverage can be complicated, involving critical limits on funding, accuracy and timing. The Hidden Wealth Solution referred an expert well suited to my situation almost immediately. I am very pleased with their experience and professionalism and I look forward to enjoying the solutions they offer.
5 /5

First Federal Bank - Jasper

renee selph I recently had the pleasure of working with Shana at First Federal in Jasper, and I couldnt be more satisfied with the service provided. She demonstrated exceptional knowledge and professionalism throughout our interactions. Shana took the time to understand my financial needs and goals, offering tailored advice and solutions that were both effective and easy to understand. She made the entire process seamless and stress-free. I highly recommend Shana to anyone seeking expert financial guidance and support.
5 /5

Amistad Insurance | Affordable Insurance Arcadia - Arcadia

Leondra Oliver Abigail was awesome. Very quick and got me the best quote. Thank you so much Abigail
5 /5