Keywords: establishment,finance,point_of_interest

North Florida Wealth Advisors - Gainesville (FL)

Address: 🏡 2727 NW 43rd St a, Gainesville, FL 32606
Phone : +1 (352) 225-3132

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJcRsHNXmk6IgRZ3Kr9z5NIvA

Others Near Gainesville,FL

Northwestern Mutual - Gainesville
Marie Stewart: Great experience! Very professional staff! Alex was great in helping me with my financial planning needs!
Greater Financial Resources Llc - Gainesville
Kaila brown: Wouldn’t recommend . These people are rude and spiteful. I got a 2015 for fusion from them in 2023 , the car was fine. I never missed a payment was great customer . The beginning of 2025 started to have car issues so i just decided to trade the car in for something more up to date. Traded the car in for a 2018 Kia optima , 3 weeks after i got the optima i started to have issues the check engine light came on, i took it to auto zone and the computer showed it to be the pcm. I called my financial company which was greater financial and they had the towing company come pick the car up to take it to the garage .A couple days later they stated that they believe it was the throttle body (which they made me pay 300 for) so they replaced it but if i continued to have issues with the car i would have to get it towed to Kia. Cool. A week and a half later i begin to have more issues with the car, every single light came on in the Kia and my car wouldn’t come out of park. They came to get the car a day later and had it towed to Kia march 27th. Even kia could not figure out what the problem was. Which had to be related do the pcm ! Which the the garage knew it wasn’t the throttle body in the first place. Mind you i barely got to drive the car. Everytime i would call they would say they didn’t have a update and they would call back, never once did they callback i would always have to call them and when i did call they would say we haven’t a update and why didn’t you make your car payment yet? Lol. Who would make a payment on a car they couldn’t drive? Here it is May 15 2025 the car is still in terrible condition. They offered to let me trade the Kia in and get a new car but i would still owe on the Kia!!! I told them I think it would be my interest to just not take the car and let them keep the Kia. Within a few hours they had towing company come to Kia to get the car repossessed so i wouldn’t be able to get any of my belongings out of the car and that i would have to pay 150 to get my belongings out of the car. Now i have a repossession on my credit for a car that was in terrible condition before i got it.
Roman Janos, CFP®, AEP®, ChFC®, RICP® - Gainesville
Alora Haynes: I, like many approaching retirement, had not done much in the way of financial planning until a few years prior to my drop time with my employer. Roman Janos was referred to me by my trusted legal advisor, and my husband and I have been extremely comfortable with our choice of Roman as our financial adviser/ planner from our first meeting. He is thorough, gives much of his time, when he can tell that you need clarity on an item, and can be trusted to keep your best interest in mind, when it comes to investing your money. We never feel pressured or anxious about his advice. His explanations make sense and leave us with confidence in how our finances are being managed. Very glad that he was recommended to us. Our financial future is in good hands.
Edward Jones - Financial Advisor: Reagan K Potts, CFP® - Gainesville
Karen Porter: It is quite odd that the 1 star review met with Reagan and thought she was a he. I have had her help me with my portfolio for years and SHE is great!
Northwestern Mutual - Gainesville
Katherine Hansen: An extremely competent and compassionate staff. Great job Kelly and Wayne! I highly recommend Northwestern Mutual to help you manage your finances.
Dodd Ramsey Financial Group - Gainesville
Safety of Wealth, LLC - Gainesville
Liv J: Alicia was helpful, professional and very knowledgeable. She was able to answer all of my questions and made the tax preparation process completely stress-free. I am very satisfied with Alicias service at Safety of Wealth in Ocala. I will definitely be a returning customer. Thank you!
Lendmark Financial Services LLC - Gainesville
Abrielle Medellin: Wonderful experience! Quick and easy process. Friendly people amazing environment
Covenant Wealth Management - Gainesville
Derek Wentworth: Jay is an awesome financial advisor. He is a “hands on” advisor who gives that personal touch. I find him very informative, professional, trustworthy, and knowledgeable. The numerous years of experience he has combined with the personal service you receive will be hard to match from any “big box” financial services/investment company. I highly recommend Jay.
Heritage Wealth Management - Gainesville
Linda Coleman: Very helpful and advice about medicare program plus they are able to help plan for your retirement too
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