Keywords: Financial poole financial network fl

Poole Financial Network - Port Orange (FL)

Address: 🏡 5889 S Williamson Blvd Suite 1413, Port Orange, FL 32128, USA
Website: http://www.poolefinancialnetwork.com
Phone : +1 (386) 761-5552
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ0bSWMJwn54gROLdAew9C-P4
#Florida

Jaffe Tilchin Wealth Management - Tampa
William Garcia Miranda Gutierrez and her team were incredibly helpful when I was shopping for home insurance. They went out of their way to explain how I could save money on my policy and the tradeoffs involved. Even though I was rate shopping with different insurance providers, Miranda encouraged me to get a revised quote with my existing provider despite it potentially going against her own interests. That level of integrity is tough to find in an insurance agent and I would highly recommend working with her team.
5 /5

Strong Point Financial, Inc. - Orlando
Penny Phipps Bonefish was a great location and the staff very pleasant. They were a great partner for Strong Point Financial. The presentation was focused and unhurried. You were able to digest most that was said as numbers is not my thing. For a serious subject matter, Cory kept you attentive with his examples and the way he presented it. He made it clear he was not selling anything, and you did not get that feeling, only that you were being educated. So many things are left on the table when you are initially being set up for retirement and you are just told the basic.
5 /5
zinnia wealth management fl

Zinnia Wealth Management - Ocala
Contessa Absolutely the best wealth management group we’ve had the pleasure of working with. Charisse Rivers had taken our investments to higher levels and we can’t say enough. She with her team of professionals understands the customer, their concerns and end goals. We couldn’t be happier.
5 /5

ESP Financial - Orange Park
Jim Conner Ive been using ESP for my small business the last 5 years and Ill continue to use them for as long as I own any business. They have saved me a lot of money over the years with their advice, and know how to talk to the layman. I would rate them higher than 5 stars if google would allow it. I love ESP Financial, and would recommend them to anyone who is looking to take their business to the next level!
5 /5

Ideal Retirement Solutions - Pt Charlotte
Patricia Hendrickson Corey Cyr was very patient, helpful and future minded when originally establishing my investment. Today I met with Scott Long about changing some directions and making modifications as my future goals and visions have changed. He was also so helpful, thoughtful and professional. I am excited about my financial future, for me and my family!
5 /5

Sherrill Wealth Management - Bradenton
April Speck-Ewer Gardners expertise and industry experience put me at ease, but more than anything, it is my confidence in Gardners ability to help craft a personalized plan that takes into account our long term goals. Gardners approach is not plug and play/cookie cutter, but rather, hand crafted for our family. His approach means he takes an extraordinarily generous amount of time with clients to listen deeply and ask thoughtful questions to come up with a personalized and curated strategy that takes into account my familys circumstances, my comfort with risk, etc. I appreciate Gardners patience, good humor, and common sense--he translates what could be complicated concepts into very accessible terms and encourages questions and dialogue. There is a reason he can be selective about taking on new clients-- its because he is one of the best!
5 /5

Strivus Wealth Partners (formerly Van Wie Financial) - Jacksonville Beach
TeeJay Smith Steve and Adam were just too cool as a Team. Both listened to me throughout our conversation and at the end of the conversation, they provided me with information relevant to my needs. Thank you Adam for being raised well by your father, Steve. I encourage anyone who may need financial counseling to visit them. I bet you wouldnt regret it. Shalom!
5 /5

Atlantic Financial Advisors, LLC - Melbourne
david mandernack Scott Olsen has been my personal financial advisor for a number of years now. He proved his worth in this 1st quarter of 2020, helping me to steer around the downs and ups of a very dynamic stock market. He listens closely, advises often, and in between takes the time to teach why, how, what, and most important - when to invest. Highly recommend his services!
5 /5

James L. Hart - Raymond James - Vero Beach

Ocala Capital LLC - Ocala
Phylis Cauthen Recently, I met with Mike Milne at Ocala Capital, LLC and found him to be a true professional in the financial industry. He has a wealth of knowledge that he uses to provide the best possible services to his clients, and I highly recommend a conversation with him.
5 /5