Keywords: establishment,finance,point_of_interest

Thomas Lee - Financial Advisor, Ameriprise Financial Services, LLC - Punta Gorda (FL)

Address: 🏡 209 Tabor St, Punta Gorda, FL 33950
Phone : +1 (651) 689-2016
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJEVhypChZ24gRxNGPn0TYqC0

Others Near Punta Gorda,FL

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.
Harbor Coast Group - Morgan Stanley - Punta Gorda
Edward Jones - Financial Advisor: James D Mashburn Jr, AFFP® - Punta Gorda
Truist - Punta Gorda
stacey murphy: Upon entering the bank, 3 tellers available, I went to Amy, I explained I wanted to pay off my car loan, some confusion, as I wanted to use my debit card, from another bank, she seemed aggravated, so Brandy stepped in, SO HELPFUL. Amy must of just been having a BAD DAY!
J Nathan Ledbetter - Private Wealth Advisor, Ameriprise Financial Services, LLC - Punta Gorda
Cardinal Financial - Punta Gorda
GrimReaperTrader: As a seller of a home, we are currently dealing with Cardinal Financial who represents our buyer. They have had three weeks to appraise my home, and have failed to provide us an appraisal amount, and the appraiser they privately hired, failed to do the same, and is refusing to disclose. I am now less than two weeks away from closing, and am unable to pack my belongings or find a new home. I will follow up with a BBB complaint about Cardinal and their unethical practices.
BedRock Asset Management LLC - Punta Gorda
Merrill Lynch Financial Advisor Judi Aber - Punta Gorda
Merrill Lynch Financial Advisor Jeffrey Leedy - Punta Gorda