Keywords: Financial zinnia wealth management fl

Zinnia Wealth Management - Ocala (FL)

Address: 🏡 3220 SW 33rd Rd, Ocala, FL 34474, USA
Website: http://www.zinniawealth.com
Phone : +1 (352) 368-3680
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJB6Fr0lIr5ogR46IZ5GQ3jnw
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Edward Jones - Financial Advisor: Crystal L Henning, CFP®|AAMS®|CRPC™ - Fernandina Beach

Rick Woodward We have been with Edward Jones for a number of years. We recently moved to Amelia Island and decided it would be easier to have our financial advisor here and be able to do face to face meeting. OMG what a difference Crystal has made in our first couple meetings. I feel like I am working with a totally different firm. I have to say people make the difference and Crystal has made a big difference. In my opinion she has gone above and beyond my expectations. She is helpful, listens well, explains well, follows through and I just feel like she takes everything so personal and wants to do the best possible job she can like these are her investments. But yet allows you the freedom to be creative so you have your touch on the investments. I cant say enough good things about her and her awesome assistant Michele. My wife and I feel extremely comfortable and trust them. I cant say we have had that feeling in the past with a couple other Edwards Jones advisors we have worked with. I highly recommend Crystal and Michele if you are looking for people you can trust.
5 /5

Florida Credit Union - Ocala

Rhonda Steplight I would like give all recommendations to Krissy Jamieson!! She is an outstanding Representative for FCU. She helps out with all she has to give the members any kind of help that she has to help you accomplish what is needed. Rhonda Steplight
5 /5

Keys Federal Credit Union, Stock Island - Key West

Micheall Thomas I went to the Keys Federal Credit Union branch in Stock Island and had such a pleasant experience. The teller Frankie was so nice and helpful. Im handicap and she opened the door for me coming in and going out. She was so polite and friendly. I told her what I needed to do and she directed me to Ms. Rubi who also was friendly and polite. Rubi answered all my questions and was so sufficient. Before I knew it my business was complete. All with a smile.
5 /5

Lafayette State Bank - Mayo

MV-angel61 Wow people are rude but I love this bank. Im happy that I dont have to go all the way to Jacksonville to our bank and I have a local bank i can deposit checks and cash. The tellers are super friendly and informative. Who knew that there was a senior checking, win-win for me. Great for your business and personal banking. Thank you.
5 /5