Keywords: Financial porter financial services fl

Porter Financial Services - Daytona Beach (FL)

Address: 🏡 840 Harrington St, Daytona Beach, FL 32114, USA
Phone : +1 (386) 252-0290
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJSSOZzc_b5ogRkoHhD_kPWAU
#Florida

Merrill Lynch Wealth Management - Punta Gorda

Roger Pratt Jill Spatola helped me organize my 401k and pension accounts into one simple account that is easy to understand and keep track of. She was able to explain this to me in plain English that made sense! Thank you so much!
5 /5

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

Stuart Advisors - Raymond James - Stuart

stephanie morale My mother passed away March 14th 2024 and my brother hasnt spoken to me in 4 years he is poa and executer --the last 3 months have been unfair and for a lack of words very sneaky I have no idea as a beneficiary what is going on for lack of communication from the Executer..moms assets and finacial statements are for me to see and neithe glenn or raymond james are cooperating with my requests.. and I want to know why I cant n get any information from the executer or Raymond James manager and Dan her financial advisor..Its my legal right to get all financial statements as a beneficiary so why does a executer get away with this ? no communication its his job to keep me informed..if he is not acting responsibly in his role as executer he needs to be removed- also raymond james will not give me the statements either..i was told my brother has to give them to me but how does that happen when he doesnt communicate ..I am reaching out to all on this review to make all aware of lack of professionalism from all parties and want opinions..thank you..
1 /5

The Hurst Company, CPAs, P.A. - Fernandina Beach

Misty starnes The Hurst Company has been absolutely amazing. They have helped me navigate through a divorce, sell of property and investments on my taxes. They are professional and prompt. I would highly recommend them.
5 /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

Berger Wealth Management, LLC - Naples

Brian Kidder My family has been working with Jamie for a few years now and she has been excellent. She is professional, honest and truly cares about the people she advises. She really does have the heart of a teacher in explaining money matters and is very reliable and easy to talk to and get a hold of with any questions. Bergen Wealth Management is the place to go for your financial needs.
5 /5