Keywords: Financial financial sense people fl

Financial Sense People - Crystal River (FL)

Address: 🏡 825 N Citrus Ave, Crystal River, FL 34428, USA
Phone : +1 (352) 795-4411
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJG8W7vbpB6IgRGTMIiT9seOE
#Florida

Fidelity Investments - Fort Lauderdale

Jaidyn Knight Stephen Jurrissen provided me with quality customer service that gave me confidence and comfort when it came to my investments. He was thorough, patient, knowledgeable, and kind - an excellent example of what Fidelity has to offer. I was very impressed and will continue to see Stephen in my years to come with this company!
5 /5

Good Life Financial Advisors of Tampa Bay - Sun City Center

John Fletcher John Fletcher, a former Navy SEAL turned financial advisor, has been guiding individuals and families toward a secure and fulfilling retirement since 2001 through his role as Managing Partner and Lead Advisor at Good Life Financial Advisors of Tampa Bay. His unique background and disciplined approach make him a standout in the financial planning industry. With over 24 years of experience in financial services, John brings a comprehensive and client-centered approach to retirement planning. His philosophy emphasizes independence, allowing him to prioritize client needs over corporate agendas. By partnering with LPL Financial, he offers tailored investment strategies that empower clients to make informed decisions about their financial future. His process is methodical, focusing on clarity and confidence, helping clients navigate complex financial landscapes with ease. Many clients appreciate his ability to simplify intricate financial concepts, making retirement planning accessible and stress free. John’s time as a Navy SEAL profoundly shapes his work ethic and client interactions. The principles of discipline, service, unity, and integrity—core values from his military service—are evident in his commitment to providing professional, transparent, and independent advice. Clients frequently praise his integrity and dedication, noting that he treats their financial goals with the same seriousness and focus he applied to his service in the military. This disciplined mindset ensures that every plan is meticulously crafted, with an emphasis on long-term success and stability. Since founding Good Life Financial Advisors in 2019, John has helped countless individuals achieve their retirement dreams. Clients highlight his ability to instill confidence through personalized strategies that align with their unique goals. His experience at large Wall Street firms before transitioning to an independent model gives him a broad perspective, enabling him to offer solutions free from corporate constraints. Reviews often mention his genuine care for clients’ well-being, fostering trust and long-lasting relationships. His focus on comprehensive financial planning ensures that all aspects of a client’s financial life—investments, insurance, and retirement—are seamlessly integrated. John Fletcher combines the rigor and integrity of a Navy SEAL with the expertise of a seasoned financial advisor, making him an exceptional choice for those planning for retirement. Since 2001, he has dedicated himself to helping clients live “the Good Life” by providing independent, principled, and comprehensive financial guidance. For individuals seeking a trustworthy partner to navigate their retirement journey, John Fletcher’s disciplined approach and client-first mentality make him a highly recommended advisor.
5 /5

Crews Bank & Trust - Punta Gorda

Branden Staff was very friendly and professional! Helped me set up an account in a very short visit. Answered all of my questions and was an overall very good experience! The account is free of charges as long as you are responsible and keep your balance in the black, and they even gave me my debit card right on the spot! I didnt have to wait to use the account if I needed to! The nice woman who set up my account even set up the app on my phone so I could monitor my account activity! This is a great place to bank so far! I think it will continue to be my favorite bank! Thank you everyone at Crews! I Highly recommend this bank to everyone!
5 /5

Farm Bureau Insurance - Crestview

Sarah Nightingale Mario saved me money on my car insurance! Easy to work with and communication was excellent!
5 /5

Accounting Tax & Financial Services, Inc. - Lakeland

Bonnie Stempel Now retired, we used their tax services for our business for over 30 years. Always a pleasure! Honest, efficient, fast, respectful, & friendly. Like visiting family every year!
5 /5

Honor Financial Group - Melbourne

Cliff Cannon Ive used Honor Financial since the early 2000s. Mike and team have been consistently helpful, honest and communicative regarding my investments. They have a personal touch and a watchful attitude on the market. I feel like a real customer, not a number on a list. Im just getting to know Matt, but I see that he has the same work ethic as the rest of the team.
5 /5