Keywords: Financial edward jones financial advisor: shane k nelson cfp®|aams® fl

Edward Jones - Financial Advisor: Shane K Nelson, CFP®|AAMS® - Bartow (FL)

Address: 🏡 1490 N Wilson Ave, Bartow, FL 33830, USA
Phone : +1 (863) 533-6606
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJDxU38rYX3YgRZBRZltUqwBY
#Florida

Clear View Financial Services, LLC - Punta Gorda

Tyler Travis What a horrible group of people. They’re ruining my business. They call 4-9 times a day and it makes me sick. Along with all the other spammers it’s getting out of control!!
1 /5

Amscot - The Money Superstore - Bradenton

Ishmael Green LaJoi was super awesome! She really helped me get some stuff figured out, helped me with a bill payment and just was super helpful. Phenomenal customer service! Thanks for the tootsie rolls lol brightened my day!
5 /5

Christopher Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC - St. Augustine

Charles Stearns Jr. Chris spent alot of time working with me and my many questions on how to invest in a tight market. He spent a lot of time showing me, my options which I really appreciate and got me on a great plan to execute my retirement goals. I am very pleased with his dedication to my investments and my future. Cant wait to see how much money he is going to make me while all I have to really do is sit back and watch. Thank you guys! V/r Chuck Stearns
5 /5

Thrive Financial Advisors - St. Petersburg

Stroll St Pete Working with Thrive Financial Advisors is an absolute pleasure. Their dedication to clients is admirable and their knowledge of this industry is unmatched. They are always available to answer questions and consistently exceed expectations. We are beyond grateful for their partnership with our Stroll neighborhood magazines and are proud to write this recommendation
5 /5

Grow Financial Federal Credit Union: Largo Store - Largo

Eric Rivera I had the pleasure of working with Marita Harris at Grow Financial for an auto loan, and I couldnt be more impressed! From the initial consultation to the final approval, Marita was incredibly professional, knowledgeable, and attentive to every detail. She took the time to explain all of my options, making sure I understood each step of the process and felt confident in my decision. Maritas dedication to providing top-notch service made the entire experience seamless and stress-free. If youre in the market for an auto loan, I highly recommend working with her. She truly goes above and beyond! 5 stars all the way!
5 /5

H&R Block - Port St Joe

Austin Wood Great service and nice staff. They were very helpful.
5 /5

Prime Wealth Development - Miami

Shreya Ishita Facing a critical decision with $800,000 on the line for our EB-5 green card investment, we needed expert guidance, and Julio delivered. He not only brought his deep expertise of the real estate market, but his methodical approach, breaking down complex financial projections into easily digestible terms, gave us immense clarity. Julios deep understanding of real estate investment structures & asset classes was evident when he identified a potential red flag in one of the projects that we had completely overlooked. He delivered a meticulously detailed report, assessing both options from various angles (market risk, financial risk, etc.), and patiently walked us through his thesis. Julios professionalism, his attention to detail, and his extensive experience instilled confidence. Thanks to Julios assessment, we confidently chose the investment option with the strongest potential for capital return. Were extremely thankful to Julio for his expert help and would highly recommend him to anyone.
5 /5