Keywords: establishment,finance,point_of_interest

Edward Jones - Financial Advisor: Adam Cummings, CFP®|CRPC™ - Punta Gorda (FL)

Address: 🏡 223 Taylor St Suite 1118, Punta Gorda, FL 33950
Phone : +1 (941) 300-0745

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJUe-Cy_FX24gRbFlHlud0E3M

Others Near Punta Gorda,FL

  • Top 15 Financial Advisors in Punta Gorda, FL

    09-2025 Edward Jones - Financial Advisor: Adam Cummings, CFP®|CRPC™ in Top 15 Financial Advisors in Punta Gorda, FL
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    Edward Jones - Financial Advisor: Nicholas M Nemec - Punta Gorda
    Alisha Allen: 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 well and recommended no changes at the time, because his interests are for his clients goals and not for himself. When the 2020 market correction happened, he saw it as an opportunity and made recommendations for me that have since tripled in value. He is easy to talk to, explains things in a way for clients to understand and listens to questions or concerns. He tailors solutions around goals I have for me and my family, and firmly believe he would do just that for you. I would recommend him to anyone seeking a licensed and knowledgeable Financial Advisor.
    Oscar Tapia - Financial Advisor, Ameriprise Financial Services, LLC - Punta Gorda
    Chris Hulbert: Slow response, really needs to get his act together. I would highly recommend finding someone else!
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    Janna Laird: David and his staff went above and beyond to help my husband and me. David was always available to help us and he made sure we were knowledgeable with what we were discussing. I highly recommend David to help you with whatever your credit needs may be.
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    Humberto Carranza: After talking over the phone with their very professional representative and discussing my options, I gathered the necessary documents and had the cash wired to me the same day. Fast and hassle free.
    Edward Jones - Financial Advisor: Joe Tackaberry, CFP®|ChFC® - Punta Gorda
    Debra Earle: 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 great people. With the financial markets so volatile lately it warms my heart to know that Mom & Dad are in excellent hands. Sadly we lost Dad earlier this year and Mom is in hospice now but this whole experience with EJ has been so easy, I highly recommend this office for your investment needs. Thank you for over 2 decades of care and diligence, our family is where we are because of you ❤
    BayPort Lending - Punta Gorda
    CM Cocktail Co.: ⭐️⭐️⭐️⭐️⭐️ Glen of Bayport Lending is truly exceptional — not only is he amazing to work with professionally, but he’s also one of the kindest souls I’ve ever met. He’s always willing to lend a hand, whether it’s to a friend or the community, and his genuine care shines through in everything he does. Glen is an all-around great person, and I feel lucky to have crossed paths with him. Highly recommend if you want someone who truly cares both in business and in life.
    Merrill Lynch Financial Advisor Robert Dwyer - Punta Gorda
    Steve Davis: I have been a client of Robs for ten years. I trust Rob and his team to completely understand my needs and look after my interests. He 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.