Keywords: Financial gulf coast educators insurance solutions wealth management gce fl

Gulf Coast Educators Insurance Solutions & Wealth Management (GCE) - Fort Myers (FL)

Address: 🏡 4972 Royal Gulf Cir, Fort Myers, FL 33966, USA
Phone : +1 (239) 591-2724
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJxfivdh5C24gRQkqTJwkJI9o
#Florida

United Community - Panama City

Annie Stewart When I walked in United Community Bank I felt really welcomed and fast service, Steven Whaley,and Angie Colton was very professional and helpful also very nice and clean facility,Thank you United Community Bank for letting me be a member God Bless you All
5 /5

Morgan Stanley Financial Advisors - Pensacola

Susan Bonsignore Bob Olliff and Julie Kandel-Pogue are awesome working with us!
5 /5

Wealth Enhancement Group - Sarasota

David Smith My wife and I are newly retired and new to Southwest Florida. We were seeking a local fiduciary to assist us with our retirement nest egg. Full disclosure, I’m a bit “High-Maintenance” when it comes to retirement investments and returns. When we met Laura Mattia at Atlas Fiduciary Financial, LLC. we were so pleased. Laura is well educated, experienced, and certified in financial planning. Laura’s approach is genuine and not cookie cutter like some other planners we had contacted. You can’t be a fiduciary if you do not hear your clients. Laura listens to us, she speaks confidently, she presents investment options, and guides us but allows us to make our own decisions. To date, our investments have all exceeded expectations. We truly feel she cares about us as her clients. We consider Laura and her staff as our friends and we look forward to our next meeting. My wife and I strongly recommend Laura and Atlas Fiduciary Financial, LLC. for all your financial needs.
5 /5

Richard Bergstrom - Private Wealth Advisor, Ameriprise Financial Services, LLC - Tallahassee

Bill Morse Very knowledgeable, answers questions well, patient. We know him well. Very trustworthy. It gives us confidence he is guiding us well
5 /5

Edward Jones - Financial Advisor: Diane Thomas, ChFC®|AAMS® - Eustis

Calvin Knowlton Great personal service from Diane - very knowledgable !
5 /5

John Douglas Insurance & Financial Services - Panama City

Duane Hogge Not only was Jessica friendly on the phone she made me feel comfortable enough to open up to her and allow her to present whst she had to offer. After listening to her speak to me about the different plans and answering my questions I chose the right plan for my needs. She will be my go to person when I have Medicare concerns. Very professional, Very courteous, well spoken and very knowledgeable. Thank you Jessica for a great experience.
5 /5

Wells Fargo Advisors - Stuart

Larry Rich I have over 100k invested here and requested a rollover almost two months ago. I am only getting run around at this point. Beware if you invest here.
1 /5

Lakewood Financial Services Inc dba Lakewood Financial & Insurance - Bradenton

My Shih Tzu Piper Rebecca is absolutely the best insurance agent ever! She has helped me so much to get the best coverage. She is extremely knowledgeable, researches complex situations, explains options in detail and makes everything easy to understand. She is kind, conscientious, has a lot of integrity and is so easy to work with. I highly, highly recommend her.
5 /5