Keywords: Financial guardians credit union fl 34947

Guardians Credit Union - Fort Pierce (FL)

Address: 🏡 4009 Okeechobee Rd, Fort Pierce, FL 34947, USA
Phone : +1 (561) 686-4006
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJCdPItcvx3ogRbCopSeL-y8E
#Florida

MIDFLORIDA Credit Union - Sebring - North Branch - Sebring

Ramona Rivera Needed help with my auto withdrawal for rent. The ap. I had didn’t withdraw the right amount. Susan Hodo helped me with getting it set right. She has always been extremely helpful and is very knowledgeable with banking questions. She is professionable, efficient and always make everyone she deals with feel as though they are her only customers for the day. I trust her with my life! Because of her myself, my ex husband, and both my grown children and grand children use her and mid- Florida for all our banking needs. Thank you for having her on your team!!!
5 /5

The Holland Group Retirement Wealth Advisors - Clearwater

Michael Fernandez Dont look any where eles the Holland Group is the BEST!!! The owner her self took the time to call me and set me and wife up with the best person to handle our goals. Roy contacted me and was very professional and freindly and transparent. He know what he is doing and took a lot of his time to listen to my needs and wants and really understood how he could help us reach our goals. He knows his stuff and put together a great portfolio that with Gods will... we will surpass our goals. Everyone at the Holland Goup and Especially Roy made us feel comfortable and confident in trusting them. Super nice, super professional and super compassionate. I feel like a made a friend not just parterned with a financail adviser. JUST TO BE CLEAR!!! I did try to contact a different company before coming to the Holland Group, so I was a little scepitical. I made the mistake of contacted another company fist and after meeting with a representative of that conmpany in person... I was going to move forward but had some questions. So, we set up a second meeting, the Guy from this company called to cancel the day of the meeting. So, we recheduled a zoom meeting, on the day of the zoom meeting.... I still didnt recieve the link so I called and he appologized and rescheduled the zoom but missed that one too. So, I called him and left a message and said that... I did not want to do business him and calle the Holland Group. The Holland Group is the best decision for your financial future. We are at the begining of our journey with the holland group and will leave a follow up review in a year from now.
5 /5

Edward Jones - Financial Advisor: Ron Francis III, ChFC®|WMCP® - Wildwood

Jared Jones I’ve known Ron for many years, and he’s always been patient, kind, and honest in everything he does. When it came to helping me with my future financial plan, Ron’s expertise and genuine care made all the difference. If you’re looking for the best financial advisor in the area—someone you can trust wholeheartedly—look no further than Ron. He truly goes above and beyond to ensure his clients are set up for success.
5 /5

Equality Insurance & Financial - Fort Pierce

Jennifer Lindenberg Absolutely amazing family! Really got me a good deal, definitely recommended!!!
5 /5

Williams Wealth Management Group - Bradenton

Carson Westfall Derek and his team have been able to make an intimidating and sometimes frustrating process quite enjoyable. Before deciding to work with Derek, I interviewed several financial planners. I kept hearing, "just start with investing what you feel comfortable with". My wife and I are very goal oriented and wanted much more of a plan than that. Derek and his team provided more than we ever expected. We are younge and dont have millions in assets. But with his help, one day we will.
5 /5