Edward Jones - Financial Advisor: James D Mashburn Jr
Financial Consultant
100 Sullivan Street, Suite 111 Punta Gorda, Florida 33950Glad 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
Edward Jones - Financial Advisor: Timothy A Meyer, CFP|CPWA|CIMA
Financial Consultant
100 Madrid Blvd, Suite 315 Punta Gorda, Florida 33950We 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
Rodger-That Handyman Services
Investment Service
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
Edward Jones - Financial Advisor: Joe Tackaberry
Financial Consultant
1531 Rio De Janeiro Ave, Suite 1 Punta Gorda, Florida 33983The 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
Edward Jones - Financial Advisor: Adam Cummings, CFP|CRPC
Financial Consultant
223 Taylor St, Suite 1118 Punta Gorda, Florida 33950Adam 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
Beane Atkinson Financial Services
Investment Service
310 Dupont St Punta Gorda, FL 33950Everyone 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
Edward Jones - Financial Advisor: Nicholas M Nemec
Financial Consultant
311 Taylor St, Suite 315 Punta Gorda, Florida 33950Nick 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
Edward Jones - Financial Advisor: Jim Koinis
Financial Consultant
100 Sullivan Street, Suite 111 Punta Gorda, Florida 33950Glad 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
Howell Wealth Advisors
Investment Service
2705 Tamiami Trail Suite 411 Punta Gorda, FL 33950Do not trust Shelli Green. She is a terrible financial advisor.
Edward Jones - Financial Advisor: Lily Lombardo
Financial Consultant
1531 Rio De Janeiro Ave, Suite 1 Punta Gorda, Florida 33983Not 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
Levell Wealth Management
Investment Service
110 SULLIVAN ST, Suite 113 Punta Gorda, Florida 33950Wells Fargo Advisors
Investment Service
314 TAYLOR ST PUNTA GORDA, Florida 33950The 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
Wells Fargo Advisors
Investment Service
10001 BURNT STORE RD PUNTA GORDA, Florida 33950Horrible branch. Horrible service. Go to the branch downtown. They are more accommodating and helpful.
Edward Jones - Financial Advisor: Jason Wolfe
Financial Consultant, Finance Broker, Financial Audit
100 Madrid Blvd Suite 315, Suite 315 Punta Gorda, FL 33950Allstate Personal Financial Representative: Rebecca Stout
Financial Consultant
109 E Olympia Ave Punta Gorda, Florida 33950Jean-Paul Ceballo
Financial Consultant, Financial Planner
1190 W Marion Ave Suite 1 Punta Gorda, FL 33950Brilliant 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
Edward Jones - Financial Advisor: Vanya Popadiyna
Financial Consultant
1531 Rio De Janeiro Ave, Suite 1 Punta Gorda, Florida 33983Morgan Stanley Financial Advisors
Financial Consultant
117 Herald Ct #113 Punta Gorda, Florida 33950Ballast Advisors - Punta Gorda
Financial Planner, Investment Service
223 Taylor St Suite 1214 Punta Gorda, FL 33950Clear View Financial Service
Investment Service
1502 Kings Highway Suite 300 Punta Gorda, FL 33980John Milone - Morgan Stanley
Investment Service
117 Herald Court, Suite 113 Punta Gorda, Florida 33950Edward Jones - Financial Advisor: Bob Keppler
Investment Service
223 Taylor St, Suite 1118 Punta Gorda, FL 33950Ben Graham - Regions Financial Advisor
Financial Consultant
1401 Tamiami Trail PUNTA GORDA, Florida 33950Edward Jones - Financial Advisor: Kristin Cardona
Financial Consultant
311 Taylor St Punta Gorda, Florida 33950LegalShield - Ind.Assoc. Jim & Andrea Carroll
Financial Consultant, Marketing Consultant
26311 Guayaquil Dr Punta Gorda, FL 33983Professional legal services at reasonable price.
Merrill Lynch Financial Advisor Rob Dwyer
Financial Consultant, Financial Planner
1190 W Marion Ave Suite 1 Punta Gorda, FL 33950He is an effective communicator, good listener and adept at explaining current market conditions and the team plans to keep my accounts on track to meet my goals.
Busey Bank
Bank, ATM, Financial Consultant
2815 Tamiami Trail Punta Gorda, FL 33950Nice profesional friendly service
Lu Ann Fregeau - Ameriprise Financial Services, Inc.
Financial Planner, Financial Consultant, Investment Service
1205 Elizabeth St ste c, Ste C Punta Gorda, FL 33950Suncoast Credit Union
Credit Union, ATM, Bank
2310 Tamiami Trail Punta Gorda, FL 33950Sara helped me out very nicely with a credit card issue at 4:55. It was not an easy resolve! She persevered !
Bank of America (with Drive-thru ATM)
Bank, Financial Consultant, Financial Planner
126 E Olympia Ave Punta Gorda, FL 33950The owner of this building housing bank of America on Olympia in punta gorda is really dragging his feet on repairs. We have to do our banking in a parking lot. The next ... more
Merrill Lynch Wealth Management
Investment Service, Financial Planner, Investment Service
1190 W Marion Ave Suite 1 Punta Gorda, FL 33950Jill Spatola helped me organize my 401k and pension accounts into one simple account that is easy to understand and keep track of. She was able to explain this to me in p ... more
ALS Specialties Inc
Investment Service
9126 Swiss Blvd Punta Gorda, FL 33982Bank of America (with Drive-thru ATM)
Bank, Financial Consultant, Financial Planner
100 Madrid Blvd Punta Gorda, FL 33950ATM did not respond easily with touch