Keywords: establishment,finance,point_of_interest

Edward Jones - Financial Advisor: Leigh Ann Lyon, AAMS® - Sanford (FL)

Address: 🏡 1268 Upsala Rd, Sanford, FL 32771
Phone : +1 (407) 322-1558

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJo39b750T54gRj9HbtKkzyIk

Others Near Sanford,FL

  • Top 9 Financial Advisors in Sanford, FL

    09-2025 Edward Jones - Financial Advisor: Leigh Ann Lyon, AAMS® in Top 9 Financial Advisors in Sanford, FL
    • 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.
    Bank of America (with Drive-thru ATM) - Sanford
    Lisay Alonso: Debbie was very professional,kind knowledgeable, and went above and beyond to help me .Her dedication to ensuring a smooth and efficient process. I felt valued as a customer and confident in the decisions I was making. I highly recommend her assistance to anyone looking for outstanding customer service. Thank you for making this experience seamless and pleasant!”
    Bauerle Financial Inc - Lake Mary