Jacksonville, FL Financial Planner

Ive been working with 369 for a while now and find them incredibly helpful. Not only have they grown our account, they also provide valuable insight into the future and u ... more

Pat and his team have been great to work with and are a great resource for investment advice and financial planning.

Emmanuel was great to work with. He was very knowledgeable, professional, and personable. I highly recommend setting up a time to visit with him.

Thrivent is a great company to work with. They have great staff and are amazing to work with!

Thrivent is a great company to work with. They have great staff and are amazing to work with!

Thrivent is a great company to work with. They have great staff and are amazing to work with!

Thrivent is a great company to work with. They have great staff and are amazing to work with!

Kristy and Laura are very knowledgeable and easy to deal with on your financial management matters.

I can tell he cares more about me than himself, which is rare for an advisor.

Understands his profession well, able to guide me through setting up my retirement account as my company did not offer a 401k or any retirement benefits.

Heritage offers quality services in a friendly manner. I highly recommend their specialized financial and fiduciary services!

I have never reached out to them to call me. They call me about 2-3 times a day. For the past 6 months. I keep telling to stop calling. I have even had someone show up ... more

I have never reached out to them to call me. They call me about 2-3 times a day. For the past 6 months. I keep telling to stop calling. I have even had someone show up ... more

I feel confident to recommend Bob Devine from MassMutual for anyone needing financial planning. Bob is very organized and business oriented. Highly recommend

Great financial advisor. I have been a Client for over 12 years. Grateful for all she is has done, help me set my financial goals. Highly Recommend!!

Jon knows his investment strategy to fit the investor.

Have had Brandon and Jeanee for years, the BEST

As far as employment they are horrible they invite you to an interview without telling you that its a group interview and y try hat this job is commission only. If they h ... more

As far as employment they are horrible they invite you to an interview without telling you that its a group interview and y try hat this job is commission only. If they h ... more

DO NOT WORK FOR THIS COMPANY. They scam their employees. It's 100% commission based pay, but nothing you "make" while working there, is actually "yours" until 1 year has ... more

Bankers has been an excellent company since Ive started. Very military friendly, they care about their employees and clients, and will help you in any way they can

I have never reached out to them to call me. They call me about 2-3 times a day. For the past 6 months. I keep telling to stop calling. I have even had someone show up ... more

I have never reached out to them to call me. They call me about 2-3 times a day. For the past 6 months. I keep telling to stop calling. I have even had someone show up ... more

PNCs call center is not very helpful. I called to inquire about why I stopped receiving the text alerts and i was told its because the "bank has contacts with some phone ... more

Great place to work! I really like the new office at the St. John's town center.

This is the List of the seven accusations against the TIAA Bank Bad administration of the funds, lack of transparency in their administration, when they were questioned t ... more