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Prostatis Financial Advisors Group - Melbourne (FL)

Address: 🏡 3159 Alzante Cir Suite 101, Melbourne, FL 32940, USA
Phone : +1 (321) 821-0829
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ_9tt6fgE3ogRQ6aWfYY_-tA
#Florida

Infinite Investment Strategies - St. Augustine

James Lapointe Matt has been a great resource both for myself and for my business. From helping us set up a sensible retirement plan for the business to personal financial advice, Matt is extremely knowledgeable and patient. We got great advice from him and highly recommend me to others!
5 /5

Panhandle Credit Union - Panama City

Jocelyn Mathis They are a great sister credit union,...they make me feel like I am at my home credit union with a smile,,...thank you PCU!
5 /5

Madison County Community Bank - Madison

Nancy Moral I love my bank! The staff are the best and very professional, but with a personal touch. Being local is a big plus for security, and I feel they are always careful and thorough!
5 /5

Wealth Management Corporation - Certified Financial Planners/Investment Advisors/Fiduciary CFP - Tallahassee

robert scanlon The is the most amazing group of individuals I have ever dealt with. Everyone is completely competent, organized. I trust them completely. WAY TO GO!
5 /5

OneMain Financial - West Melbourne

Kelly Ellebracht Megan helped me through the entire process and we found the best fit for our needs! She took the time to thoroughly explain everything and the process was seamlessly fast! We will work with One Main again in the future based on need and look forward to working with Megan on some additional options/programs that were mentioned! Highly recommend!
5 /5

Covenant Wealth Management - Gainesville

Derek Wentworth Jay is an awesome financial advisor. He is a “hands on” advisor who gives that personal touch. I find him very informative, professional, trustworthy, and knowledgeable. The numerous years of experience he has combined with the personal service you receive will be hard to match from any “big box” financial services/investment company. I highly recommend Jay.
5 /5
shubert cineus financial advisor modern edge capital fl

Shubert Cineus, Financial Advisor, Modern Edge Capital - West Palm Beach

Moises Gonzalez We want to take a moment to express our appreciation for the exceptional service provided by Shubert and the entire team at 1847Financial. From the beginning of our partnership, Shubert has consistently demonstrated expertise, professionalism, and a genuine commitment to our financial well-being. He takes the time to break down complex financial concepts into clear, understandable terms and is always available to answer any questions. Additionally, he proactively explores various scenarios with us, ensuring we have the knowledge and confidence to make well-informed decisions. His dedication and support have been invaluable, and we look forward to continuing our collaboration.
5 /5