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Trinity Global Financial Group - Tallahassee (FL)

Address: 🏡 267 John Knox Rd #212, Tallahassee, FL 32303, USA
Website: http://www.trinityglobalfinancial.com
Phone : +1 (850) 877-9461
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ5-ddKZj17IgRQL-UmvnJEtE
#Florida

Edward Jones - Financial Advisor: Nicholas M Nemec - Punta Gorda

Alisha Allen Nick is the most ethical and considerate Advisor I know. When I brought my portfolio over from another Advisor, he had no problem telling me it was already performing well and recommended no changes at the time, because his interests are for his clients goals and not for himself. When the 2020 market correction happened, he saw it as an opportunity and made recommendations for me that have since tripled in value. He is easy to talk to, explains things in a way for clients to understand and listens to questions or concerns. He tailors solutions around goals I have for me and my family, and firmly believe he would do just that for you. I would recommend him to anyone seeking a licensed and knowledgeable Financial Advisor.
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

Be Financial - Tallahassee

Cosmic Honey Absolutely amazing service. The website was so easy and accessible. The people are extremely helpful with any questions or concerns I had. I’m pleased with the outcome of all my interactions. Definitely recommend to any and everyone.
5 /5

Edward Jones - Financial Advisor: Cris Allen, CWS® - Lakeland

Danielle Averitt Cris is a real down to earth person and makes you feel comfortable in his financial decisions.
5 /5

Premier Nationwide Lending - Arcadia, FL - Arcadia

Johnny Martinez Words cant express how grateful we are to Jackie and her team for making our dream a reality. From our very first conversation I knew that she was the one who we wanted to work with. The drive, motivation and passion was obvious from the very beginning. Though our process had some challenges, Jackie was there to navigate us through them, she not only addressed any issues but she presented solutions and resources. She patiently and professionally answered any questions and concerns thoroughly, making sure that we were understanding the process. I would highly recommend and insist anyone looking to purchase a home or property to reach out to her. Shes in the business of making dreams come true If I could I would give 10 stars! Thanks Jackie and team for making our dream a reality. God Bless
5 /5
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Northwestern Mutual - Boca Raton