Horizon Advisors - Ameriprise Financial Services, LLC - Punta Gorda (FL)

Mat C Great experience and easy process. Worked with Jenna. She was very knowledgeable and has great customer service experience. A++

Leanne Cobb Kaycee Britt was able to get us the best rate and save us money on our extended warranty. It was very easy working with Kaycee as she kept us up to date on the process with the loan. We highly recommend Kaycee Britt!

Josua Schroth I have experienced some challenges with the bank in the past, but my recent visit to this branch completely changed my experience. Last Friday, I was assisted by Bhargavi (“Jigi”), who was exceptionally helpful and professional. She took the time to ask the right questions and provided me with the exact solution I had been struggling to find elsewhere. Her outstanding customer service and problem-solving skills made all the difference. I highly recommend this branch to anyone looking for a bank that genuinely cares about its customers’ needs. Thank you

Katie Robinson Crestviews PenAir Credit Union is located across from Winn-Dixie and centered between Publix and Autozone. This location had its soft opening last week. Their grand opening is 4 October. There is a coin center on the right, 2 atms on the left. In the middle is the reception area and a tablet to request assistance. Beyond the reception area is the customer education area and offices. Outside, around the back of the building is 2 drive thru lanes with atms. This is handicap wheelchair accessible business with two handicap parking spots in the front. I went in last week to get assistance with my online account. I was happily surprised at how easily I was able finish the setup. The ladies were friendly, cheerful and knowledgeable. This business definitely will be an asset to the community.

Jerry Hanley Great group of folks that work hard for their customers. Trustworthy and knowledgeable mortgage brokers.

David Sullivan I’ve had the privilege of working with Slexis not only as a trusted investment advisor but also as a longtime personal friend—and I couldn’t be more grateful. Her professionalism, deep knowledge of the market, and thoughtful approach to financial planning are unmatched. She always takes the time to explain things clearly and truly listens to my goals and concerns. I feel confident knowing my future is in capable, caring hands. If you’re looking for someone who combines integrity, intelligence, and genuine care for her clients, look no further. She’s the real deal!

S Rehbaum Outstanding person and always takes time to get to know your goals; gives excellent advice and very knowledgeable, but not pushy. Highly recommended!