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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
map

Weekly Open time:

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

Mariner Finance - Panama City

LCJ PONDS Mrs. Ginger was so nice and professional to me.The process was so simple. Thank you Mariner’s and Mrs.Ginger.
5 /5

Davis Financial Group - Inverness

Gene Elfstrom First class. Great day out. Everyone had a great time. Hope the golf outing continues. Thanks Matt.
5 /5

Simpkins Financial Group, LLC - Tallahassee

Joe V Delphine truly comes from humble beginnings, I know because we were right next to her with our business when she moved into the town of Monticello. I came to her with problems with my prior tax guy. The IRS was penalizing me over $12,000 for his mistakes. It took some time but she was able to exonerate me. Not only that but Ive never received refunds like she was able to get me. Shes very intelligent and treats every client one on one. She does both our business and personal taxes. If it wasnt for her Id be in a different place (and not a good one). I want to thank her publicly for all shes done. Thanks Delphine, your one of a kind.
5 /5

Ideal Retirement Solutions - Pt Charlotte

Patricia Hendrickson Corey Cyr was very patient, helpful and future minded when originally establishing my investment. Today I met with Scott Long about changing some directions and making modifications as my future goals and visions have changed. He was also so helpful, thoughtful and professional. I am excited about my financial future, for me and my family!
5 /5
westshore financial group fl

Westshore Financial Group - Tampa

Stephanie Hintzman Matthew Keister is a trustworthy, knowledgeable, and customer-focused advisor. Matthew explained complex matters for my family in an easy-to-understand way, which led to confidence in the guidance provided. Matthew is highly recommended to anyone seeking a reliable, genuine and ethical partner that provides a solid relationship with your families best interests at heart.
5 /5

Coastal Financial Group, Inc. - Boca Raton

Victor Espinola We are beyond grateful for the outstanding service provided by Diana, Noah, and their incredible team! Their expertise and dedication in financial planning played a crucial role in helping us secure the house of our dreams. From the initial consultation to the final paperwork, they guided us with clear advice, personalized strategies, and unwavering support. Diana and Noah were always available to answer our questions and made us feel confident and informed throughout the entire process. Their collaborative approach and meticulous attention to detail ensured everything went smoothly. We highly recommend Diana, Noah, and their team to anyone seeking exceptional financial planning services. Thank you for turning our dream into reality!
5 /5