Punta Gorda, FL Financial Services

Friendly tax service

Faith Schreiber of Crews Bank & Trust was very thorough, expedient and professional. This is one of the many reasons why I continue to bank with them. Thank you.

Glad we found James Mashburn with Edwards Jones! I simply made the switch because of his excellent communication. He's always thinking a step ahead with reminders on how ... more

We have been working with Timothy for several years. He is a skillful financial analyst. He and his staff have worked tirelessly for our family. He is caring, responsive, ... more

Easy to use. Convenient

The whole team at Bank OZK is there to help! I make manual deposits on an almost daily basis and Pamela, Dana and JoLynn are always friendly, competent, and do their best ... more

George worked on some repairs to our condo outer door in a professional manner. He was knowledgeable, prompt and capable. The job he did was finished well and we were ver ... more

The office is very well appointed and Lilly and Michael are wonderful! My parents have been with Edward Jones for over 20 years and have been supremely cared for by these ... more

Adam has been my financial advisor for six years. He has never steered me wrong and always teaches me something new when I visit his office. This is what financial manage ... more

Everyone at Beane Atkinson has been absolutely wonderful to work with! We've been working with Garrett for several years now and have never had anything but a great exper ... more

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 w ... more

Good attention and financial information.

Glad we found James Mashburn with Edwards Jones! I simply made the switch because of his excellent communication. He's always thinking a step ahead with reminders on how ... more

Terrible Bank. Very disorganized and extremely rude. Employees/Tellers are unfriendly, downright rude and do not even smile or greet customers, I was asked ""What did yo ... more

Do not trust Shelli Green. She is a terrible financial advisor.

Not sure which location serviced my parents retirement account, but my mom passed away in September 2018 and here it is January 2019 and they still haven't disbursed ... more

This location now closed after the Merge.

Laurie was a pleasure to work with and incredibly helpful.

If you are looking for an Investment company that can help you understand the market, guide you towards a fruitful retirement , and takes the time to educate you on diff ... more

Waiting over a hour both times we made appointments. Same excuses. Double booked. Sucks

Super simple and easy to work with. Does nothing less but high quality work! Have worked with Carol, the owner, for 5 years and it was amazing.

Dave Wattles is a trusted adviser in many ways and is always available to answer questions. He is obviously very knowledgeable about his subject and a pleasure to deal wi ... more

We have been fighting with our insurance company for a year and a half now dealing with Hurricane Ian damages and finally finished up that process last month. We deposite ... more

Amazing customer service !! I just love Kayla and Melissa!!

It is a bank...

The worst customer service Ive ever experienced at a bank. I walked in without an appointment to get a paper notarized and was told buy the woman who has notarized a pape ... more

Horrible branch. Horrible service. Go to the branch downtown. They are more accommodating and helpful.

Don't use this machine is you need an actual ATM! It wants to sell you only Bitcoin, not dispense cash! If you don't want Bitcoin, it holds on to your card! Hubby had to ... more

The people working at the bank are trying their hardest, but it takes a while just to make a deposit. If you have to visit the branch, just make sure you're not in a hurr ... more

Ali was so Positive and helpful. Very professional and well presented. You should be proud to have her as an employee.

I'm a premiere customer. Entered branch needed notary. Sat in lobby for 30 minutes never greeted or acknowledged by staff. Went to teller line and asked for service. Tel ... more

Jimmy Rios is the most fair down to earth bondsman I've ever met.... hands down don't call anyone else 1st or at all!!!

Chris is the standard that everyone should emulate in business and in life. Everything from his genuine care, his passion, and how he really listens to people. He is a fa ... more

Normally I don't go to gas stations but I'm glad I went to this one guy named Paul behind the counter there super knowledgeable came in wondering what I'm going to eat he ... more

Brilliant mind from Prince. Would be lost without his financial expertise. He knows it all Backdoor Roth IRAs, SEPs or even Keogh plans. You name it this guy has a soluti ... more

This little gem lives off the side of 41 between Punta Gorda and North Fort Myers, all by itself. A classic roadhouse without the rough and tumble. Friendly folk are the ... more

(Translated by Google) of the sesime (Original) do sesime

do sesime