Keywords: establishment,finance,point_of_interest

Xexis Private Wealth, LLC - Lake Mary (FL)

Address: 🏡 1540 International Pkwy 2nd Floor, Lake Mary, FL 32746
Phone : +1 (888) 593-9475

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJfyfJcxoN54gR5xOZyU626Wk

Others Near Lake Mary,FL

Dlatinos Finanzas LLC - Deltona
Oneida Hernandez: Hello, good morning, I share with you that I made my taxes with you and I am very grateful because I already received them and in record time, thank you for helping me and blessings to all
Amscot - The Money Superstore - Sanford
Vincent Bruno: First off arriving at Amscot at the St.John’s Parkway location we were greeted by Shacora, staff member who promptly greeted us & took charge. Being 1st time customers to this company we only read about it on their website, so to have an actual person have ALL THE ANSWERS & help to newbies was in itself AMAZING!!! She was SO HELPFUL! And not only PREFESSIONALLY BUT PERSONALLY as well. I have NOTHING BUT extreme gratitude & appreciation for a company who hires AMAZING PEOPLE TO STAFF THEIR COMPANY & the employees ACTUALLY CARE ABOUT THEIR JOB & helping the people who come in . I would not hesitate for a minute to use them again or recommend them to ANYONE to use Thank you again AMSCOT
PNC Bank - Sanford
Patricia Dillman: Recently I was in a bind regarding paperwork for our taxes. It was truly going to take me days of forensic accounting to do my project. Then Doug and Jarrod came to my rescue… instead of days, they gave me the information I needed within minutes. This banking team is priceless. They are what a banking experience should be … caring, knowledgeable and efficient… I can’t give this branch a high enough rating. Any poor ratings on this site had to be with some other group because these people are fantastic!
VyStar Credit Union - Lake Mary
Zack Lawrence: Jessica is so friendly and helpful at the Lake Mary branch. I could not recommend coming to this location more as the personal service and kindness shown is impeccable. She helped me consolidate debt and actively looked for future solutions on helping my finances get to a better spot for my personal and business needs. We have been using Vystar for over 25 years since we lived in Jacksonville and it was Jax Navy. I’m so happy to see them making a bigger presence in the Orlando / Central FL in recent years and I’ve come back to primary banking with them.
Wells Fargo Advisors - Lake Mary
FAIRWINDS Credit Union - Lake Mary
Joshua Redding: Fairwinds caught fraud before it even happened! Someone got my info and mailed a new card out declining my current. The bank called me, I went in, got a new card card and problem solved. I love fairwinds for this.
Truist - St. Augustine
Benji Nelson: Go in branch if you have an issue, they will help you and go above and beyond, don’t call the 800 number they will not help you. But this branch is amazing.
Merrill Lynch Financial Advisor Marcus Rowe - St. Augustine
Homestar Financial Corporation - St. Augustine
M W: They are difficult to reach and difficult to get information from. They recently changed their entire platform and dont know their own changes. very disorganized. We pay alof of money and cant even reach someone to talk to . called 4 times and it loops you and hangs up. Emailed twice. Their entire model is reviews, so equally their performance should also be reviewed. Companies spend alot of money on Homestars. They are not doing a good job at the moment.
Truist Wealth - St. Augustine
B.Team: admin@beautihost.com