Keywords: establishment,finance,point_of_interest

Edward Jones - Financial Advisor: Greg Fallon - St. Petersburg (FL)

Address: 🏡 2110 4th St N, St. Petersburg, FL 33704
Phone : +1 (727) 826-4707

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJXY6WlWXhwogRb-AYsy5T0Ko

Others Near St. Petersburg,FL

GTE Financial Credit Union - St. Petersburg
GTE Financial Credit Union
Joyce: Adrian in the IRA Member Services could not have been more knowledgeable, professional and kind. Took care of a critacal transfer with empathy and aplomb.
Edward Jones - Financial Advisor: Andrew J Kocisky - St. Petersburg
Andrew Kocisky: Dear Phillip, Thank you for your review. Accounts are immediately locked upon receiving transfer notification from the receiving firm, disallowing such action to occur. Investments that cannot be held at the receiving firm are then automatically sold and cash is transferred. This is standard industry practice. Best wishes to you and your family. Thank you, Andrew
Fortitude Financial Group - St. Petersburg
GTE Financial Credit Union - St. Petersburg
Ariel Loftis: Shane is amazing! He signed me up for a checking/savings account. He is super helpful and informational. I am very impressed with his customer service skills! He needs a raise
Wealth Bridge Financial Group - St. Petersburg
Richard Stoner - Financial Advisor, Ameriprise Financial Services, LLC - St. Petersburg
Brian Puckett - St. Petersburg
Steven Welch-Thrivent - St. Petersburg
Clarity Financial Advisors LLC. - St. Petersburg
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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