Keywords: establishment,finance,point_of_interest

Quick Finance Group - Punta Gorda (FL)

Address: 🏡 256 E Olympia Ave, Punta Gorda, FL 33950
Phone : +1 (239) 494-5537

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJTUzpuvBX24gRIifuvRGFFAk

Others Near Punta Gorda,FL

Merrill Lynch Financial Advisor Robert Dwyer - Punta Gorda
Steve Davis: I have been a client of Robs for ten years. I trust Rob and his team to completely understand my needs and look after my interests. He is an effective communicator, good listener and adept at explaining current market conditions and the team plans to keep my accounts on track to meet my goals.
Alexander Peter Wealth Management - Punta Gorda
Mark Kochanek-Freeman: Dave Wattles and his team at Alexander Peter Wealth Management have made great progress with my investment. I always fons Dave and his team informative and engaging. Dave especially has navigated me through change and prosperity. I have found him honest, knowledgeable and also empathetic which means a lot in todays financial markets. Dave has always considered me first and navigated me through great change. It makes me very happy to compliment Dave and his team members for their continuing great work.
Bargain Financial Services - Port Charlotte
Elba Estrella: Peggy was very kind and professional with me, she helped me a lot with all my doubts and questions. I came because of a friend who told me about BFS and the service they gave me was so good that I referred my aunt and my son and I will continue to recommend more people.
Cindy Davey - Financial Advisor - Punta Gorda
Retirement Wealth Advisors - Punta Gorda
Thomas Lee - Financial Advisor, Ameriprise Financial Services, LLC - Punta Gorda
Precise Financial Solutions - Pt Charlotte
Terry C: We thoroughly enjoyed meeting Nikki and Sarah at a recent social security seminar that we attended. They had a lot of good information to share so I would suggest this for anyone who may be nearing retirement and has some questions. We met with Nikki today for a private consultation and we are looking forward to a planning session with her where we will talk about some more specifics.
Coast Financial Wealth Management - Pt Charlotte
Ronald Laramee: Good service and very reasonable
Chris Schultz, Modern Woodmen of America - Punta Gorda
Dr. Melissa Harmon: From the very beginning I’ve had an excellent experience working with Chris Schultz from Modern Woodmen. From the very first consultation, he took the time to understand my financial goals and provided clear, personalized advice that truly made a difference. His expertise, professionalism, and attention to detail gives me confidence in my financial future. I appreciate his transparency and patience in answering all my questions. I Highly recommend Chris to anyone looking for an ethical, trustworthy, and knowledgeable financial planner.
SimpliFi Home Loans Punta Gorda - Punta Gorda
Yudi Rodriguez: We had the pleasure of working with Candice Day at Simplifi Home Loans as part of our new construction purchase—she was the builder’s preferred lender, and we are so glad we chose to work with her! From the start of the build process, Candice stayed on top of everything. She gathered all the necessary information up front for our initial qualification and kept her file updated. When the builder unexpectedly expedited our closing toward the end, Candice didn’t miss a beat—she was ready and made sure everything went smoothly. Thank you, Candice, for your professionalism, responsiveness, and attention to detail! And also, thank you for the beautiful personalized board—we’ve already enjoyed a few wine and charcuterie nights with it.
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