Keywords: Financial meridian financial fl

Meridian Financial - Lake City (FL)

Address: 🏡 366 SW Knox St #201, Lake City, FL 32025, USA
Phone : +1 (386) 755-9000
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Place GG: https://www.google.com/maps/place/?q=place_id:ChIJfXvM3Xg574gR6fOiQwEtuYs
#Florida

MIDFLORIDA Credit Union - Okeechobee Branch - Okeechobee

Thomas Draughon I have banked with midflorida in the past and haven’t had any issues with them as my credit union. They have new checking and savings account openings for new members and provide personal, auto, & mortgage loans. FDIC insured so you won’t need to worry in the case of a mishap. The banking staff are all pleasant and friendly people who strive to resolve any banking needs you may have.
5 /5

The Hidden Wealth Solution - Lake Mary

Ed Stephan My wife of 57 years has a degenerative disease, and it tears me apart emotionally to see her suffer. It also keeps me very busy tending to her needs. I know she will need Medicare coverage in the near future. However, getting qualified to receive available coverage can be complicated, involving critical limits on funding, accuracy and timing. The Hidden Wealth Solution referred an expert well suited to my situation almost immediately. I am very pleased with their experience and professionalism and I look forward to enjoying the solutions they offer.
5 /5

World Financial Group. Inc - Hollywood

Ware Terri “Mz.T” Hollywood Financial Center is a great place to meet your Financial Literacy Education
5 /5
the retirement planners fl

The Retirement Planners - Pensacola

Tommy Bell Very friendly. Gets to know you and cares. Never hurried or rushed
5 /5

Advance America - Starke

Connie Smith The ladies here are exceptionally perfect and awesome I definitely recommend anyone who is in a swamp. They were quick, informative, and very helpful, Great personality!! I went to lending bear first but they asked for too much. Thank you Karina and Tasha.
5 /5

Roman Janos, CFP®, AEP®, ChFC®, RICP® - Gainesville

Alora Haynes I, like many approaching retirement, had not done much in the way of financial planning until a few years prior to my drop time with my employer. Roman Janos was referred to me by my trusted legal advisor, and my husband and I have been extremely comfortable with our choice of Roman as our financial adviser/ planner from our first meeting. He is thorough, gives much of his time, when he can tell that you need clarity on an item, and can be trusted to keep your best interest in mind, when it comes to investing your money. We never feel pressured or anxious about his advice. His explanations make sense and leave us with confidence in how our finances are being managed. Very glad that he was recommended to us. Our financial future is in good hands.
5 /5

Edward Jones - Financial Advisor: Cory G Taylor, CFP® - Perry

Cherie Vann Excellent! Cory Taylor In Taylor County “Perry” Florida is the one you need for your financial future. He goes way beyond his duties to get you all the information you need and some things you didn’t even know you needed. He is caring, compassionate and Honest! Hard to find character traits in this day and time. He is a young man I hope to have working with us for the rest of our retirement years. Well worth a visit to see of he can help you retire well. Happy to have found him.
5 /5

Ameris Bank - Live Oak

Rob Nixon It was a pleasure doing business with the Live Oak branch. Amanda Ulbrich helped us get an urgent transfer completed on the spot even though we were not members of the bank. After taking our paperwork to the Post Office for a overnight package, we returned to the bank and met Roger who signed us up as members. We were very pleased with the service we were given in our time of need. Other banks in town refused to help us. Rob and Kay Nixon
5 /5