Edward Jones - Financial Advisor: Adam K Dorman
Financial Consultant
816 A 1 A North, Suite 208 Ponte Vedra Beach, Florida 32082Have used David for several years with personal accounts for several trusts and retirement accounts. I have valued his advice and management of the funds and appreciated ... more
Keith Winter - Financial Advisor, Ameriprise Financial Services, LLC - Closed
Financial Planner
220 Nocatee Village Dr Ponte Vedra, Florida 32081Michael Marracello - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner
220 Nocatee Village Dr, Ste 206 Ponte Vedra, Florida 32081Professional and inciteful investment strategies offered at Ameriprise Financial Mr. Marracello is extremely knowledgeable and honest in his approach to my financial heal ... more
First Horizon Bank
Bank
250 A1A North, Suite 300 Ponte Vedra Beach, Florida 32082They offered the lowest interest rate around and were able to close promptly.
Ameris Bank
Bank
110 A1A North Ponte Vedra Beach, Florida 32082Eileen McKay has been fantastic helping me resolve my account being hacked. Very professional and diligent in solving this dilemma. Sam is also very good and always ver ... more
Hancock Whitney Bank
Bank
224 Ponte Vedra Park Drive, Ste 100 Ponte Vedra Beach, FL 32082I have banked here for years now and they are great. Amy at the front desk is away friendly and fast. Love banking here.
Edward Jones - Financial Advisor: Karsten L Jacobson
Financial Consultant, Finance Broker, Financial Audit
2208 Sawgrass Village Dr Ponte Vedra Beach, FL 32082Very professional, I came to Karsten via my best friends recommendation. He really took the time to figure out what was important to me. He made sure I was clear on the o ... more
Edward Jones - Financial Advisor: Brandon Sugg
Investment Service
820 A1a N, Suite W13 Ponte Vedra Beach, Florida 32082Brandon took the time to look at my financial needs on a holistic level while providing great customer service. I had a financial vehicle that I did not understand and Br ... more
James Sole: First Horizon Mortgage
Loan Agency
250 A1A N Suite 300 Ponte Vedra Beach, Florida 32082Viking Capital, Inc
Loan Agency
814 A1A North UNIT 204 Ponte Vedra Beach, FL 32082I'm super appreciative of Viking Capital, they truly made my family's dream come true. It was a great experience and I recommend them one thousand percent.
Rivergrass Wealth Management
Financial Planner
180 Library Blvd Suite 102 Ponte Vedra Beach, FL 32082TJ and his team do an excellent job for clients.
Edward Jones - Financial Advisor: Mike Wynn, AAMS
Financial Consultant
820 A1a N, Suite W13 Ponte Vedra Beach, Florida 32082Chase Bank
Bank
190 US Highway A1a N Ponte Vedra Beach, Florida 32082Ryan is a great banker. Brian is too. Heather is lovely to work with. Youre in great hands
Vigil Wealth Management LLC
Financial Planner
822 A1A N Suite 102 Ponte Vedra Beach, FL 32082I'll be the first one to say they are awesome!! I'm very happy with how they've handled my money and they go above and beyond with their customer service. Tes ... more
Whitman Wealth Management
Financial Planner
466 Town Plaza Ave Ste 330 Ponte Vedra Beach, FL 32081RMJR Tax and Accounting
Tax Preparation Service, Certified Public Accountant
220 Ponte Vedra Park Dr Ponte Vedra Beach, FL 32082I had tax and accounting related questions about starting a new business and Rick was a great resource. We will be using his services for this upcoming tax season and hop ... more
Fidelity Investments
Investment Service
822 A1A N, Suite 100 Ponte Vedra Beach, Florida 32082Robert M. Thaggard, CPA
Accountant
90 Fort Wade Rd #100 Ponte Vedra, Florida 32081Robert is terrific! He knows his stuff, is thorough and kind. I highly recommend using his services.
Keith Winter - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner
220 Nocatee Village Dr, Unit 8 Ponte Vedra, Florida 32081Fortress Wealth Planning
Investment Service
814 Florida A1A UNIT 202 Ponte Vedra Beach, FL 32082Great team, very thorough.
Edward Jones - Financial Advisor: Elizabeth Olsen, CFP
Financial Consultant
820 A1a N, Suite W13 Ponte Vedra Beach, Florida 32082Elizabeth has helped me plan for my family, make retirement a priority, and cares about my future. She calls when we need to make adjustments, motivates me to do better a ... more
Edward Jones - Financial Advisor: Michael Boudreaux
Financial Consultant
360 Town Plaza Ave, Suite 310 Ponte Vedra, Florida 32081Thumbs up!
Edward Jones - Financial Advisor: Serena Ostrowsky
Financial Consultant
151 Sawgrass Corners Drive, Suite 200 Ponte Vedra Beach, Florida 32082Positive: Professionalism, Quality, Responsiveness
Edward Jones - Financial Advisor: Jamie Hartfield, CFP|CRPC
Financial Consultant
360 Town Plaza Ave, Suite 310 Ponte Vedra, Florida 32081Jamie is the most trustworthy knowledgeable advisor we have worked with. Always has your best interest and goals in mind.
PNC Bank
Bank
155 Corridor Rd Ponte Vedra Beach, Florida 32082Banking with PNC is like a breath of fresh air
Chase Bank
Bank
187 Capital Green Dr Ponte Vedra, Florida 32081We are planning a cross country move and need a new bank, as we are currently with a local credit union. My husband opened an individual account at this location and we w ... more
Teresa Hale: IBERIABANK Mortgage - Closed
Loan Agency
250 A1A, Suite 300 Ponte Vedra Beach, Florida 32082It would be impossible to have a better lending experience than the one I had with Teresa Hale. As a first-time homebuyer, the entire lending process was vaguely confusin ... more
Karen H Chartier | Fairway Independent Mortgage Corporation Loan Officer
Mortgage Lender, Loan Agency, Mortgage Broker
111 Solana Rd STE B Ponte Vedra Beach, FL 32082Karen and her team are amazing. They are willing to wait things out with their client until it is most beneficial. You can tell she genuinely cares about helping families ... more
United Community
Bank
820 A1A N, Suite E11 Ponte Vedra Beach, Florida 32082Always exceptional service and experience, with friendly faces. Thank you
Gary B Whittaker - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner
818 A1a N, Ste 301 Ponte Vedra Beach, Florida 32082First Citizens Bank
Bank
832 A1a North, Suite 16 Ponte Vedra Beach, Florida 32082Fantastic bank with outstanding staff! I moved my business banking to First Citizens about 2 years ago, and I could not be happier. Their staff is smart, capable, and r ... more
David N Adams - Private Wealth Advisor, Ameriprise Financial Services, LLC
Financial Planner
818 A1a N, Ste 301 Ponte Vedra Beach, Florida 32082David is an excellent advisor/planner. He is receptive to my views and puts my needs first. Very knowledgeable about market conditions and how to avoid pitfalls and max ... more
The RWB Group - Morgan Stanley
Financial Consultant
50 A1a North, Ste 112 Ponte Vedra Beach, Florida 32082Rep was very helpful. Went the extra mile to get all info requested.
259 Credit Union
Bank
100 Village Lake Dr Ponte Vedra Beach, FL 32081Had to work through fraudulent activities on my account. Junior (account rep) helped me get things straightened out. He was very professional and patient while working th ... more
Truist
Bank
215 PINE LAKE DR PONTE VEDRA, Florida 32081Great lots of in ATM in this locations also has modern option of teller connect. No need to go all the way inside the branch everything can be via the atm. The only down ... more
Brower Financial Group
Financial Planner
250 A1A N Suite 100 Ponte Vedra Beach, Florida 32082Truist
Bank
100 SAWGRASS CORNERS DR PONTE VEDRA BEACH, Florida 32082Always a great experience! Entire staff is friendly and helpful, I absolutely recommend this Truist branch
Chase Bank
Bank
260 Front St Ponte Vedra Beach, Florida 32082The bank manger does NOT know what he is doing and plays games and illegally holds back money and his name is Nick.He could care less if a court order is in place.He make ... more
Fifth Third Bank & ATM
Bank
52 Village Lake Dr Ponte Vedra, Florida 32081Siri or google could find it
Karen H Chartier | Fairway Independent Mortgage Corporation Loan Officer
Mortgage Lender, Loan Agency, Mortgage Broker
111 Solana Rd STE B Ponte Vedra Beach, FL 32082The team provides a personalized experience and always makes time for questions via email or phone. The process is streamlined and so helpful. Karen and the Mortgage Lady ... more
BB&T - Closed
Bank
625 Sr A1A N Ponte Vedra Beach, Florida 32082It's nice to have a BB&T ATM drive thru handy when you're from out of state. Those ATM fees can get pretty high when it's not your bank. So, it's always nice to find a BB ... more
Dark Horse CPAs
Accounting Firm, Accountant
4210 Valley Ridge Boulevard, Ste 129 Ponte Vedra Beach, FL 32081Craig Trimble is trustworthy, knowledgeable, & reliable. We will return next year to get our taxes done by him even if we move out of state.
Wells Fargo Bank - Closed
Bank
601 US Hwy A1a N Ponte Vedra Beach, Florida 32082Convenience and competant