Keywords: establishment,finance,point_of_interest

Waverly Advisors, LLC - Pensacola (FL)

Address: 🏡 Maritime Place, 350 W Cedar St Suite 401, Pensacola, FL 32502
Phone : +1 (205) 871-3334

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJXWiCGULBkIgRLKCgi8Xe9yU

Others Near Pensacola,FL

Principal Financial Group - Pensacola
Baron Loud: Worst financial group ever. They spent 8 months leading me along telling me my distribution was coming. Every month it was another month. When the windows finally opened it took them almost 3 months to deliver my distribution check. No direct deposit cash check only. When I called to see where my $100,000+ was they were very hostile and provided no information. If I could give it a lower rating I would. Absolutely the worst people on the face of the planet that only care about their bottom line and what they can benefit from MY money. 1000% never use principal financial!
Raymond James & Associates - Pensacola
Stifel - Pensacola
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SmartPro Financial - Pensacola
Trent Welch: Brent is an excellent financial adviser, he really wants to see you succeed!
Riverside Wealth Advisors - Fenoy Butler, USN (Ret), CHFC, RICP - Pensacola
Kimberly Smith: Fenoy Butler is a mastermind with financial planning. He is knowledgeable and takes the time to answer all your questions. He listens to your future goals and designs a financial future that matches those goals.Riverside Wealth Advisors should be your next stop for all your future financial goals.
OneMain Financial - Pensacola
William Shelby: As with most places dealing with small loans, there are a ton of Hoops to jump through. But, this place is very unprofessional. They have people training and accepting information that have no idea what to do with it. I went down there personally approved for a loan and when I got there the terms of the loan were totally different from what they explain to me on the phone. To the point where the interest rate was going to be 20 + percent. Thats ridiculous. Not to mention they were missing a couple of things, which I was able to pull off of my phone, but those things should have been given prior to the appointment. I just declined and walked out. Made sure to take my copy of my drivers license with me as I left. Do not use this establishment. Not sure about all of these locations but the one on 9 Mile seems really shady.
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!
LPL Financial - Pensacola