Keywords: Financial first financial group llc fl

First Financial Group LLC - Fort Myers (FL)

Address: 🏡 1500 Colonial Blvd # 216, Fort Myers, FL 33907, USA
Phone : +1 (239) 936-1939
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Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ71Hp3ThA24gRKwZ-JIHH1a4
#Florida

United Business Loans - Miami

SMALL BYZ LOANS The funding experience is second to none at Greenbox. Joanna Santos, ISO manager, has not only helped me win deals but has made the funding experience seamless every single time. Her charismatic attitude and willingness to help on deals is what makes us successful at our company. The pleasure of providing great deals to my merchant portfolio is what attributes to my success but ultimately knowing that when push comes to shove, her responsiveness, her follow up, and her persistence for all of us to win, is why when I think of good business, I think of Joanna and Greenbox.
5 /5

LPF Financial Advisors - Sarasota

Susan Crocker Mark and his team are extremely nice and helpful. When ever I have called for a question they are right on it!! Our 6 month reviews are educational and personable, which puts me at ease. Ive never been in a position to invest money until last year. Mark answers all my questions and explains it in laymens terms so I have a clear understanding. This team has been wonderful and trustworthy. I would highly recommend them.
5 /5

Panhandle Credit Union - Panama City

Pippy McGuire This branch was very friendly and helpful. Cambria was so kind and helped me with all my banking needs quickly and efficiently!
5 /5

Garrison Wealth Management - Mt Dora

Jennifer Made an appointment to discuss investments with Bob, we talked for an hour. Gave him all my information to have my rollover IRA transferred to his company to have him manage. Sent over the additional information he needed via email and never heard from him again. I emailed him & called his office twice. His receptionist told me the first time I called that he was out of the office. (Which I took as out for a meeting or something) Then when I called a week later she said he was still out of the office in North Carolina. I told her I wished someone would have told me he was on vacation vs just “out of the office”. She laughed and said “well he has an office there & he should be able to return your emails or call you” I told her how unprofessional this whole situation was. After that I still didn’t hear back. Now after a month if not longer I have emailed Bob yet again to inform him and just have it documented that I do not wish to have him handle my roll over IRA and that I was very disappointed in the lack of professionalism. Of course no email back. Please take your business elsewhere if you want to have someone who is professional and reliable.
1 /5
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H&R Block - Arcadia

Asianna Hotchkiss This was my first time at an H&R Block to get my taxes done. My boyfriend and I saw Terry Greene. She did an amazing job explaining things; the whole process of how the taxes were. We had to go back since I was missing paperwork and she had a lot of patience but was very knowledgable. Anyone needing their taxes done go and see her! (:
5 /5

Triton Financial Solutions, LLC - Coconut Creek

Steve Gaines Absolutely hands down the best! Triton took our agency 360 collect from a small start up to a top agency. Debt is always fresh, media included. If you are looking to increase revenue I highly recommend 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

Private Wealth Management and Consulting - Tallahassee

John Pearce Im grateful every day for the help Eddie and his team offered guiding me to and through my recent retirement. A special shout out to Blair and Dawson for the incredible work they did on my financial plan. Ive never felt more secure about my finances or my future! I appreciate you all.
5 /5