Keywords: Financial pm paul dj morgis certified financial planner fl

Pm Paul D.J. Morgis, Certified Financial Planner - Lakeland (FL)

Address: 🏡 1700 Florida Ave S Floor 2, Lakeland, FL 33803, USA
Phone : +1 (863) 603-7081
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJbbtq-Mo43YgReU-D-xGbtcM
#Florida

Keaney Financial Services Corp. - Stuart

trevor0188 At the top of their game. Great execution and great people.
5 /5
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Financial Strategies of Amelia - Fernandina Beach

Seacoast Bank - Okeechobee

Marilyn Brady Just a quick review to say that I had the pleasure of working with Noel Siddall yesterday at the Okeechobee Branch. I seldom write a review, but made this exception as Noel was exceptional. She was refreshing to work with, in every aspect--from her quiet yet confident manner, to her knowledge of what needed to be done, to her consideration of my time. Noel was also able to clearly communicate what steps needed to be taken and in what order, etc., etc., etc. I could go on and on. She is someone who "has it all", and I see her as an extremely valuable asset to Seacoast Bank for years to come. She is POTENTIAL PLUS! So, while Im typing, I want to say that I have seen a very positive change in this branch, as every person I have worked with has been a "cut above"--just like the days past. I would name more names but there are 2 girls of whom I dont know their names and wouldnt want to leave them out. So, "kudos" to management for hiring and training these girls. Keep on with the upward momentum and congratulations!
5 /5

Truist - Ocala

Jenn Mieles Keila Morales, the Senior Relations Banker at Truist Bank, provided absolutely fantastic service today. I went in needing to close one account and open a new one, which can sometimes be a hassle. Keila handled everything with incredible efficiency and a great attitude. She also helped me with online access and several other tasks I needed to get done. Her expertise and willingness to go the extra mile made a potentially stressful day a breeze. I highly recommend working with Keila for any of your banking needs—she truly is a top-notch professional.
5 /5

Nautilus Financial Group - Spring Hill

Paulo Campesi Nautilus Financial Group team are very knowledgeable and great on what they do. If you are looking for the best Financial Services around, please call Nick Ferrara at Nautilus Financial Group, I highly recommend them!
5 /5

Addition Financial Credit Union - South Orlando - Orlando

David Voss I visited the South Orlando branch last week with questions concerning my account. I was assisted by Joann Johnson who was courteous, kind and professional. She did everything in her power to take action and followed up in a timely manner. I really appreciate the service!! I recommend this institution to anyone.
5 /5

Edward Jones - Financial Advisor: Joe Tackaberry, CFP®|ChFC® - Punta Gorda

Debra Earle The office is very well appointed and Lilly and Michael are wonderful! My parents have been with Edward Jones for over 20 years and have been supremely cared for by these great people. With the financial markets so volatile lately it warms my heart to know that Mom & Dad are in excellent hands. Sadly we lost Dad earlier this year and Mom is in hospice now but this whole experience with EJ has been so easy, I highly recommend this office for your investment needs. Thank you for over 2 decades of care and diligence, our family is where we are because of you ❤
5 /5