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Brian Puckett - St. Petersburg (FL)

Address: 🏡 125 5th St S STE 201, St. Petersburg, FL 33701
Phone : +1
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJIbtGbyLhwogRMozycr2hQH4

Others Near St. Petersburg,FL

Merrill Lynch Wealth Management - Clearwater
Pamela: My financial meeting with Amy Micik exceeded my expectations! She was professional in that she asked me questions and listened to my responses. She took that information and made professional recommendations. It wasnt a cookie-cutter plan or response. She explained each recommendation and used language I could understand and relate to. She made me an actionable plan with a time frame that I felt extremely comfortable with and confident I could achieve them. If I had any uncertainty or questions, she was patient and explained everything in terms I could understand. I didnt feel rushed or pressured to commit, but left more self-assured and confident in my future! I highly recommend her for your financial needs.
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Deb Tracy: Wonderful experience
CORE Investment Management, LLC - Clearwater
BOB VIGNA: Core has been our financial advisor beginning in approximately 2010. They have performed extreemly well with all aspects of financial guidance, investing and managing our retirement assets. We highly recommend them.
Edward Jones - Financial Advisor: Anthony L Battaglia, CFP® - Clearwater
Robert E: Great investment counselor
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Cooney Financial Inc. - Clearwater
Nicole Gant: The Cooney financial staff is amazing!! We were new clients last year and back again this year. They are welcoming, diligent and have wonderful attention to detail!! I highly recommend Cooney financial and we will be back again next year!!
LEWIN & ASSOCIATES, Inc. - Clearwater
Jim Leblanc: Thanks to Michael, i am about to close on my dream home! He was refered to me by Dimarco accounting services. He has gone completely out of his way to get me the best rate possible for my situation. Cant wait to see what he can do for my retirement portfolio. Thank you Mike!
Clear Financial Co - Clearwater
Kelly Brown: Got an automated call from them soliciting. I have absolutely no business with them. And my number is listed on DNC DO NOT CALL LIST. I GUESS THEY BELIEVE LAWS DONT APPLY. BUT THEY DO.
Brad Berg - Private Wealth Advisor, Ameriprise Financial Services, LLC - Clearwater
David Knowlton: Have enjoyed working with Brad for many years.
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