Keywords: establishment,finance,point_of_interest

Edward Jones - Financial Advisor: Greg Mills, CFP® - Sarasota (FL)

Address: 🏡 5250 17th St Suite 108, Sarasota, FL 34235
Phone : +1 (941) 371-4137

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJrYjTH7E4w4gRFhhhEKHeX94

Others Near Sarasota,FL

ACE Cash Express - Sanford
Barbara Preis: I felt very safe and well taken care of. The staff was amazing and polite. I’ll be returning. Thank you Sarah-you are amazing!!
Signature Financial Inc - Longwood
Jeremy: Ivailo was great to work with! He was very informative and communicated every step of the way! He made my home buying process simple!
Benetas Wealth - Lake Mary
Trent Little: Financial security has always been a goal for myself and my wife during our working years. When looking at firms to secure our future it was not the firm that drew us in, but rather the individual we were working with to manage our financial security. Matthew Murphy was and is that person! If anyone is looking for someone they can trust, with their financial future and will help you plan accordingly, schedule a simple conversation with Matt at his office (Benetas Wealth). Have a personal dialogue about where you are and where you want to be in the future. Whatever that may be, Benetas Wealth can help you achieve your financial goals. May God Bless You, Trent and Stephanie Little
Trustco Bank - Sanford
Sarah Christine: My family and I have been with Trustco for a long time and we love it! Naleisha helps us each visit and it’s always a wonderful experience!
Symphony Financial Team - Lake Mary
Schwam-Wilcox & Associates *: What a great group! I literally trust them with my life! Tiffany King made obtaining life insurance the easiest process... thank you for protecting my family.... I recommend Tiffany and her team to everyone!
Dias Wealth - Lake Mary
Ellen Jakovich: I attended a webinar on annuities with Carlos Dias and ended up scheduling a phone call with Carlos because it seemed he could identify if the annuity Id purchased 2 years ago was a bum deal or not. I suspected it was. After 30 minutes with Carlos, not only did I have a clearer picture of my annuity (it was not wonderful, but it wasnt a scam either), but he also identified a no-penalty exit strategy to gradually draw down the principle starting immediately. I didnt have to wait the 8 years until it matured to convert it into my Roth! Carlos also pointed out that my annuity was based on less-than-ideal indices, and he showed me (explaining everything) which ones I should use instead for more growth. I couldnt be happier! Carlos was prompt with his phone call, easy to talk to, easy to understand, and so incredibly helpful! There was no sales pitch or high-pressure anything -- just a wonderfully helpful call from a true professional.
Trustco Bank - Sanford
Kathleen Bartley: This is Kathy. I’m a Trustco employee. We have some really great rates for mortgages and CD. Come on by and see me. And let me help you save some money.
Price Financial Services - Longwood
DCG: Price Financials has been our financial advisors for 20 years and Im so thankful. We have been living comfortably in retirement and will not have any money problems for as long as we live. Cindy is very professional and trustworthy. Her team is very hard working and will give very good advise. We highly recommend their service.
Seacoast Bank - Sanford
David Forero: Love this branch and love this bank. Staff is surprisingly kind and friendly. Thanks guys!
Amscot - The Money Superstore - Sanford
Rod B: 5 Stars ⭐⭐⭐⭐⭐ Tatiana was absolutely incredible! From start to finish, she demonstrated the highest level of professionalism, care, and attention to detail. Her warmth and genuine passion for what she does truly set her apart. Tatiana went above and beyond to ensure everything ran smoothly and exceeded all expectations. I couldnt be happier with the experience and results.