Keywords: establishment,finance,point_of_interest

Robert F Cerritelli - Financial Advisor, Ameriprise Financial Services, LLC - Pt Charlotte (FL)

Address: 🏡 18245 Paulson Dr Ste 114 & 115, Pt Charlotte, FL 33954
Phone : +1 (941) 629-8110

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ56ob7Mar3IgR1HhP1g8nTbQ

Others Near Pt Charlotte,FL

Rose Gillespie - Associate Financial Advisor, Ameriprise Financial Services, LLC - Punta Gorda
Synovus Bank - Punta Gorda
Vic Loner: Not friendly at all! Act like they were better than everyone else!!
Rodney Massie - NMLS ID 134751 - SimpliFi Home Loans - Punta Gorda
William FLOYD Paxton: Total professional, friendly, extremely knowledgeable, efficient, problem solving and more than willing to go out of their way to make things complete. Rodney and Candice knew how to meet our needs and answer all our questions and make our home purchase happen. From the first step to the final closing I would recommend anyone use Rodney and his resources to finance and purchase a home. If you want a successful transaction then use Rodney and Candice to reach a satisfactory completion. I highly suggest you contact Rodney for you financing needs.
Crews Bank & Trust - Punta Gorda
Branden: Staff was very friendly and professional! Helped me set up an account in a very short visit. Answered all of my questions and was an overall very good experience! The account is free of charges as long as you are responsible and keep your balance in the black, and they even gave me my debit card right on the spot! I didnt have to wait to use the account if I needed to! The nice woman who set up my account even set up the app on my phone so I could monitor my account activity! This is a great place to bank so far! I think it will continue to be my favorite bank! Thank you everyone at Crews! I Highly recommend this bank to everyone!
MortgageRight of Punta Gorda - Punta Gorda
MortgageRight of Punta Gorda
Tammie Craft: Jon Stoneburners communication was top-notch — I always knew where we were in the process — and the worked hard to get the buyer the best possible rate. Closing was on time and completely smooth. I highly recommend Jon to anyone looking for a professional, trustworthy, and responsive mortgage lender.
Parker Financial Planning - Port Charlotte
Family Financial Planners Inc - Fruitland Park
None of YourBusiness: My father had an appointment to see Dan on a Tuesday. My father asked me to drive him on Sunday to find the place. He wrote down the directions and mentally memorized the path. On Tuesday, he left to go to the place and returned about 3 hours later stating that he couldnt find the place. Dan said he would stop by and pick it up but I volunteered to go and take the paperwork to them. As soon as I walked in, a lady who is Dans assistant asked me if I was Ns daughter which I replied yes. She then started to preach to me that why did I let my father come by himself and get lost. I informed her that I dont control my father. Then she started to drill me by asking me if I worked for a living. I told her that I was caring for my parents and she said not very well. My mother has dementia and cannot be left for several hours at a time. I asked who does she think she is questioning me. I do not appreciate her tone. My family is none of her business. I called Dan 5 times to discuss and he never called me back then lied to my father that I was rude. NEVER EVER USE THESE PEOPLE. THEY HAVE NO BOUNDARIES.
ASB FINANCIAL - Lecanto
dorothy stark: Mark is the best financial person we ever had always there to help come over as soon as we call and good investments
Edward Jones - Financial Advisor: John W Selby - Lecanto
Megan Ennis: John Selby and his team are top notch. He knows investments and he will advise you which direction is best for your personal and business needs. I highly recommend John Selby with Edward Jones.
Sheldon Brice Insurance - Inverness
Tricia Sheldon: Nice so far. Well see what they come with for homeowners policies
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