Keywords: establishment,finance,insurance_agency,point_of_interest

SmartPro Financial - Pensacola (FL)

Address: 🏡 3298 Summit Blvd STE 32, Pensacola, FL 32503
Phone : +1 (850) 710-0995
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJizFnyGnAkIgRYx_VzGR1qWc

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    • Edward Jones - Financial Advisor: Joel C Dunham, CFP®|CRPC™|CRPS™ - Pensacola
    Shawn Baecker: Mr. Joel Dunham has been taking care of us for almost 10 years, and I can honestly tell you that he is up with the best of the best. He will take as much time as you need to answer all your questions, his knowledge is superb, and we trust him with our lives, literally. He applies his personal, Godly/Christian standards to his work, and is always honest and forthcoming, and we feel like family when we are in his office. Dont hesitate to at least give the office a call and schedule a time to sit down and get started on your life after retirement. Tell Dianne that Shawn sent you! ;) In reading the other reviews, I dont think its fair that Google allows someone to leave a 1-star rating on someones business without at least 20 words to say why. I cant imagine anyone having a 1-star experience with Joel.
    American Heritage Financial - Cantonment
    Jennifer Mosier: Lauren and Brandon were phenomenal throughout the entire process!! I thought I was already building a strong financial profile, but they pointed out so many ways to improve it! The knowledge & skill they bring to the table are outstanding. They kept everything so professional, but super convenient! I would absolutely recommend this company to everyone, especially people who think they already have a strong method in place. I was extremely impressed, highly recommend!
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    PFS Financial Services - Pensacola
    Donnie Wright: Wish I could give no stars but cant. This review is to Matt (manager) and Kim at the pensacola branch in pensacola. See you in court!!!! You missed one big piece of info. Now onto my review. For 16 months nothing was reported to my credit. Supposedly was doing some update that an attorney has proved to be a lie. Now part of the class action going against them here. Management is a joke up there. People....youll do better going to a buy here pay here lot. My only request is Matt and Kim have charged brought against them too. They have violated many rules thus far. Buyers beware. Stay away from here.
    Michael Baggett - Morgan Stanley Financial Advisor - Pensacola
    Jerry Hilbert: Rather not comment.
    Retirement Solutions Center of Pensacola - Pensacola
    Rachel E: I have been nothing but impressed and extremely satisfied with the professionalism, guidance and superior service provided by Retirement Solutions Center. Paul is exceptionally knowledgeable and experienced. He considers each of his clients’ individual situations in advising. He’s a true upstanding gentleman in every sense of the word. Mallory—oh my goodness—she’s just amazing! Best front line assistant out there with a genuine desire to pleasantly and effectively serve the needs of the client. So blessed to entrust this fine company with my holdings!
    Merrill Lynch Financial Advisor David Zellner - Pensacola
    OneAscent Wealth Management - Pensacola
    Edward Jones - Financial Advisor: Micah R Mattoon, CFP®|AAMS® - Pensacola
    Barbara Metivier: Very knowledgeable & informative financial Edward Jones advisor. Takes individual customers situation & ensures they are comfortable with overall decisions & growth.
    First Command Financial Advisor - Heatherann Bozeman - Pensacola
    Lauryn Jones: Ms. Bozeman has been super helpful with guiding me throughout my financial journey! She has taught me so much already in the few sessions that we’ve had. I can’t thank Ms. Bozeman enough for her expertise and support in helping me pay off my student loan debt and improve my financial situation. If you’re looking for a financial counselor who genuinely cares about your financial well-being and knows how to guide you toward success, I highly recommend her!