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Family Wealth Planning Group of Raymond James, Tom LaMacchio & Nadia Keric CFP - Naples (FL)

Address: 🏡 9115 Corsea Del Fontana Way #100, Naples, FL 34109, USA
Phone : +1 (239) 321-5001
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJefHkp20e24gRRJ_nB4hlpfo
#Florida

Bank of America Financial Center - Sebring

Bobby Do and Connector Carol Had a loan with B of A that had been paid off, but there were delays in getting the zero balance letter. Called this branch, was told by Charles to come in and hed help me out. Long wait, but Edwin was free and took the torch. Made a couple of calls and I walked out of there with a fax showing a zero balance. Couldnt have been better.
5 /5

H&R Block - Starke

Dan Levine Have been using H&R Block since the mid nineties They do an excellent job and makes it easy to file my taxes.
5 /5

Truist - Largo

Trey Walker Carl was amazing, friendly and made the experience worth it. Good customer service skills and able to work with me fast and efficiently because i was on a time crunch. Definitely recommended this bank to anybody and ask for Carl
5 /5