Keywords: establishment,finance,point_of_interest

Edward Jones - Financial Advisor: Anthony Montemurro, CFP®|CRPC™ - Ocala (FL)

Address: 🏡 8399 SW 80th St Ste 15, Ocala, FL 34481
Phone : +1 (352) 389-3586

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ5_w_G6d_54gRqOuZq7kqkYo

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stephanie morale: My mother passed away March 14th 2024 and my brother hasnt spoken to me in 4 years he is poa and executer --the last 3 months have been unfair and for a lack of words very sneaky I have no idea as a beneficiary what is going on for lack of communication from the Executer..moms assets and finacial statements are for me to see and neithe glenn or raymond james are cooperating with my requests.. and I want to know why I cant n get any information from the executer or Raymond James manager and Dan her financial advisor..Its my legal right to get all financial statements as a beneficiary so why does a executer get away with this ? no communication its his job to keep me informed..if he is not acting responsibly in his role as executer he needs to be removed- also raymond james will not give me the statements either..i was told my brother has to give them to me but how does that happen when he doesnt communicate ..I am reaching out to all on this review to make all aware of lack of professionalism from all parties and want opinions..thank you..
The Real Financial Group - Stuart
nomis53: Jesse and the team at The Real Financial Group has always been very professional, patient and thorough. I have worked with Jesse for 4 years and he always has a great handle on how to achieve the financial goals I have set for myself and my family. I recommend him to everyone I know. Excellent 5 stars.
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