Keywords: Financial florida financial advisors fl 32803

Florida Financial Advisors - Orlando (FL)

Address: 🏡 800 N Magnolia Ave Ste 1650, Orlando, FL 32803, USA
Website: https://www.floridafa.com
Phone : +1 (407) 557-8897
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJQU-XS7d754gRC04EbluAQGU
#Florida

Edward Jones - Financial Advisor: James Abarquez, CFP®|ChFC® - Stuart

Maria Burch They were awesome James was the one I dealt with he had a tremendous amount of patience and knowledge and it was a total pleasure
5 /5

Truist - Sebring

Jana Sircy Very friendly, courteous and professional team in this location. We enjoy the atmosphere and the welcoming hospitality from everyone at this branch.
5 /5

Rose Ellisor - Financial Advisor, Ameriprise Financial Services, LLC - Fleming Island

cherri case Working with Rose is amazing. She is very attentive and always makes me feel important. She and the rest of team Ellisor, Trotta & Associates are very professional and welcoming. Rose calls to check on me all the time and I appreciate her thoughtfulness while I am going through a difficult transition in my life. Thank you Rose.
5 /5

Lincoln Financial Group - Lake Mary

Iesha Wehrley If your company offers Lincoln for benefits DO NOT TAKE IT!! They are problematic from the start. My situation my husband had take short term disability for shoulder tear & bone spurs. Something that requires minimum of 4-6 weeks. We provided the paper work plus updated paper work after he got of surgery that he had bigger tear than they initually saw on the MRI. So the Dr fixes the tear & updates the FMLA paper work. We updated & uploaded. Now we are at risk of not getting paid because they dont know how to do a job. Dont call back after several phone calls , As well icing on the cake the customer service treat you like your dumb.
1 /5

Clarity Financial Design - Winter Park

Stephanie Kapets Highly recommend Melissa at Clarity Financial Design. Melissa helped me to understand and plan for my immediate cash flow needs as well as long term requirements for retirement, childrens higher education, and travel goals.
5 /5

Truist - Arcadia

Nancy A The service at this bank as dropped to an F rating - since the Sun Trust merged with BB&T they have totally given up on any semblance of assisting customers. Wait time is over 60 minutes when you call and then you get disconnected. When going to the bank in person there could be many folks waiting to be helped. Wait time could not be estimated. Cut off my debit card without notice (over 2K in acct). Time to move on.
1 /5

CAPITAL INVESTMENTS AND COLLATERALIZED LENDING, LLC - St. Augustine

Jody Stevens I needed a hard money lender to close on my commercial property when my SBA lender wasnt able to close in time. Capital Investments And Collateralized Lending, LLC stepped up and funded the transaction with no new appraisal in one week. Thanks again for all the help and happy to leave my personal recommendation for anyone looking for a great lender to partner up with to fund their deals or projects.
5 /5

P & L Financial Services - Gainesville

Dave Bachus I’ve personally known Perry and Lisa for a number of years, and the service they provide is second to none. They respond quickly to your need for information. They’re extremely knowledgeable and put the client first.
5 /5