Find the Best 15 Finance services in Palm Coast, FL

Karen Marcarelli I have worked with financial planners for decades and I never had the results in my retirement funds that I experienced only working months with Anthony. I was Blessed to connect with Anthony and he has never failed me in the past three years I have been with him. He is so knowledgeable and he amazes me at how much he knows. However he then amazes me even more with how much he cares about his clients, and how supportive he is and how all his decisions are always what is best for the client----but of course he is a fiduciary----so what is most advantageous for all his clients is what we always get. Anthony is so down to earth and so on top of everything related to his field. I respect him greatly and I rely on him and he has yet to let me down. I have total trust in Anthony and ask his opinions often. I may not have a ton of money to work with but Anthony treats me as important just the same. His staff are equally as caring and supportive and skilled as well. If your not working with Anthony now, you are missing out for sure and your finances are not what they could be if you had the help of Anthonys knowledge and skill!!

justin nichols Connie is great to work with on our taxes and really simplifies the process! I feel that the price for our taxes was also less than the last year or two, which is a relief in these times. Finally, we already work with Keith regarding our investments, its just nice to go to the same office and get the same great service in other areas of our finances. I rate Capstone 10/10 for putting their clients first! Justin Nichols

Brian Madalena I have used Alan and Edward Jones for years in setting up my future with my investments. Hes been extremely informative always and has given me advice on how to invest based on what goals I have set out for myself. Highly recommend going to see Alan!

David Goldman Have used Mark for several years and been happy with our results

Carolyn Rudolph Andrea Gulliksen is an outstanding financial advisor. Her twenty-five years of service in the military is evident in Andrea’s attention to detail, integrity, and sincerity the moment you meet her. I lost my husband unexpectedly over two years ago, and with Andrea’s ability I was able to navigate this challenging time in my life. Her knowledge of the financial world helped me preserve and grow my assets since my husband’s death. Andrea also cared about my emotional well-being and showed me compassion at every turn. She helped me find resources in the community beyond the financial world. She cares about all aspects of her client’s life. She brings in community experts to run seminars for her clients about such things as Social Security, Medicare, and more. I highly recommend Andrea Gulliksen as a financial advisor.

Robin Pelletier Thankfully, we chose Edward Pruitt Jr. with Edward Jones when we moved to Palm Coast 6 years ago. As the saying goes in Gone With The Wind, “I don’t know nothin’ bout birthing babies”, the same goes for investments and managing our money. We needed someone to make the right investments and help with money management. We knew nothing. We’ve seen our numbers increase and we have total confidence in Ed Pruitt and staff to help us build our nest egg plus more. Whether you don’t know enough to do this on your own or you know a lot, Ed Pruitt will give you peace of mind with growing your money and understanding what he’s doing to build your money. I HIGHLY recommend Edward Pruitt Jr., financial advisor (and life saver) with Edward Jones financial services. Go Now!

Brad West Jamie is wonderful. Honest and definitely one you can count on to give you the best financial direction.

Lisa Moukakos Was able to get an appointment quickly. The girl I spoke to on the phone was so friendly. I met with James to go over some concerns with my social security income and IRA. He gave great information and I left very happy. I will be back next year!

Abby Santiago I like that Abby is easy to talk to and listens to whats important to me. She gives me advice personal to me.

Lynn Tyler We have been using Certified Financial & Tax for 7 years now. They answer all our questions with patience and understanding. They give us great advice for our business. They have gathered all the necessary financial data, for my WBE Certification. They take care of our personal and business taxes. I am so glad we found them when we first began our business.

Michael Shirazi At this place, they open early they help you even if they don’t offer the service they’ll direct you the right way they care about you. I’ve never been more pleased with the company this place is five stars. Thank you, Monique.

Lynn Bougie Hi Lora, I am opening up my finance trackers to do my end of month invoicing and bills and it reminded me that many of the trackers and tools I have in place and use consistently now are because of your class. I always "kind of knew" what I needed to do but I did not commit the time to do it. Through your class and the homework and the tools you provided I am much more in control of my finances. I know my worth and it feels good! Thank you for putting together such a great class. I hope you are well and that ships are coming in and out regularly and that you are only swimming with the dolphins.

Jim Miller Dave, Eddie and their team have been great to work with and very Knowledgeable & Professional. Anytime I have a questions, they get back to me the answers. I would recommend them to everyone.