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Top Rated Financial Advisors

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Over 214 reviews for
Ponte Vedra Beach Financial Advisors from people just like you.

A
"It was very good. He explained the process and found are cash source we had overlooked. Plan to continue the planning process with
.

-Mike G.

A
"
has prepared our Income Taxes for over 15 years; both personal and business. Over the years he has offered us great financial advice and" has represented us when we were audited by the IRS. The number of years that we have used
to prepare our taxes is a testimony to how satisfied we are with his work. Even when we moved out of state seven years ago, we continued to use
.

-William D.

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Financial Advising reviews in Ponte Vedra Beach

A

Rating
my advisor is thoughtful about my preferences and does not leave money lying about.
my agent is in Hawaii but there is a Portland office. This is a nice broker house, a little expensive, but attentive and knowledgeable.
- S N.
F

Rating
Take your business elsewhere.
1) Escrow officer was repeatedly condescending, and actually scroffed when we told her we wanted to close on a certain date, which had been our plan for more than a month, and all parties had already agreed to.
2) She went on vacation the next day without handing our case off to someone.
3) The receptionist had to process our closing documents while the officer was on vacation. Our loan officer at a major national bank stated this was the most unresponsive company they had ever worked with. This company caused extensive extra work for our bank due to their incompetence (escrow officer complained that loan documents were sent to receptionist and they couldn't find them, even though 2 days previous the receptionist was the only one working on the documents.)
4) When the escrow officer returned from vacation, on the day we need to finalize documents, she delayed the final processing of our loan docs for several hours doing her banking, and did not provide the final down payment amount and wire information until late in the afternoon, of course well after the Fed was closed. Another person in the office scolded us and said we couldn't close the next day because we didnt get the money to them.
5) This company's lack of professionalism caused a 72 hour delay to getting our house.
- Brian M.
B

Rating
I saw the ad for
Ponte Vedra Beach Financial Advisors Provider Name Locked
on
Ponte Vedra Beach Financial Advisors Provider Name Locked
's List and then checked out their website.

I needed someone to move a couch and love seat for me on very short notice.

I filled out the form on the website and was contacted via e-mail within one or two hours. We negotiated a price and set an approximate time for the delivery the very next day.

Ponte Vedra Beach Financial Advisors Provider Name Locked
and a teammate moved my furniture from downtown to Carmel without a single
Ponte Vedra Beach Financial Advisors Provider Name Locked
or scratch. I think they underestimated the size and weight of the furniture, though, as they struggled to get both pieces up the flight of stairs to my apartment.

Both guys were extremely professional and courteous. I will definitely consider this company the next time I need anything moved.
- Susan K.
A

Rating
She reviewed all her findings with me and made sure I understood her comments. Didn't try to sell me other products such as life insurance since it was not needed. Very helpful! The fee covers any financial questions I have for the year.
- Christine K.
A

Rating
This company handles all of our finances. He is extremely professional. He offers securities and investments through ACTS financial. This gentleman is also very personable.
- Lisa L.
A

Rating
He has far exceeded my expectations and has taken care of a lot of things he didn't have to. He is attentive and always there when you need him. I did a lot of research on him and I went and spoke with him a couple of times. He made some big changes to my portfolio and was able to raise it 15%. He is as professional as they come.
- Elden S.
N

Rating
We worked via teleweb because it is difficult for me to get away from the office. He was able to show me how to perform Excel functions on his computer screen and scroll through the spreadsheet tabs during our discussion, and also display other relevant information about my portfolio from his screen. We have done other telewebs in the past - for our twice yearly check ins, and it works quite well.

I am adding the following statement because my latest contact with him is not representative of the depth, breadth and high quality of services that
Ponte Vedra Beach Financial Advisors Provider Name Locked
provides for both my mother and me (individually)l. This report about a discrete incident is not sufficient to describe the level and quality of service that he provides to his clients.

Ponte Vedra Beach Financial Advisors Provider Name Locked
is an intelligent, thoughtful and ethical professional.

Ponte Vedra Beach Financial Advisors Provider Name Locked
has been working with my mother and me for over 10 years, and we are extremely satisfied with both our interpersonal relationship and the results of his financial planning expertise and advice. He talks to us individually about our needs and goals, and develops a plan that we are comfortable with as well as enables us to achieve our' goals. In addition to the twice yearly updates, he sends special newsletters from time to time to his clients to explain how a trend in financial events might affect our investments; and a letter with each update.

He is available between visits to discuss whatever questions we may have about our investments. His office staff - Cat
Ponte Vedra Beach Financial Advisors Provider Name Locked
, is very warm and professional.

Ponte Vedra Beach Financial Advisors Provider Name Locked
goes to visit my mother for her twice yearly reviews so he can talk to her in person. She is rather elderly and doesn't hear well over the phone. I either meet with him in person when I have time; or have discussions by phone and view the information in real time via a teleweb link.

Ponte Vedra Beach Financial Advisors Provider Name Locked
has given me sound advice over the years about major financial decisions I have made that have resulted from major life events -- buying/selling property, change in marital status (marriage, death of spouse, divorce), changing jobs, buying a car, refinancing a loan, and other complex matters. I do not make any such decisions without first consulting with him to see what the effect will be on my long-term goals.
- Mamie L.
A

Rating
I am very happy with my experience with
Ponte Vedra Beach Financial Advisors Provider Name Locked
. I found the through their website, startwithgold.com and I had $1,200 I wanted to invest in silver. Everything was explained in detail and I already have the first part of my order. I'm really excted to being investing in precious metals. I don't trust the U.S. dollar and the government just keeps printing money. I feel safe having an investment in something that will never be worth zero and can go up in value a lot.
- Stephanie M.

Financial Advisors in Ponte Vedra Beach, FL

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

121 Financial Credit Union

9700 Touchton Rd
Jacksonville

3 Pointe Financial

8001 Irvine Center Dr

Allegiant Group Inc

189 W Clarkston Rd

Allsup Inc

300 Allsup Pl

Ameriguard Financial Services

220 Ponte Vedra Park Dr
Ponte Vedra Beach

AMG Legacy Planning

10100 W Sample Rd
Pompano Beach

BANC OF AMERICA INVESTMENT SVC

822 A1a N Ste 206
Ponte Vedra Beach

BetaFrontier, LLC

156 W Superior St

Boost Credit 101

3773 E Cherry Creek N Dr

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Cardinal Advisors

117 Edinburgh South Drive Suite 280

Clendon Webb State Farm Insurance

6704 CONGRESS ST.
New Port Richey

CommercialLeads.net, llc

3948 Third Street South
Jacksonville Beach

Contemporary Business Services

4070 Herschel St
Jacksonville

David N. Adams Tax & Financial Advisors

166 A1A North
Ponte Vedra Beach

Davis Capital Management

4788 Hodges Blvd STE#201
Jacksonville

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Dunlap Wealth Management Group

14074 Trade Center Dr

EDWARD JONES

2208 SAWGRASS VILLAGE DR
Ponte Vedra Beach

FEDERATED MORTGAGE SERVICES

925 INTRACOASTAL DR
Fort Lauderdale

Foundation Financial Group

76 S Laura St Ste 1400
Jacksonville

Foundation Tax Services

225 Water Street ,
Jacksonville

Freyman CPA, P.C.

40 Exchange Place

Golden Years Insurance Group Inc

6180 Bartram Village Dr
Jacksonville

Green Proffitt Financial Group

450-106 SR 13 North, 223
Jacksonville

HAMMOCK & ASSOCIATES

4237 SALISBURY RD
Jacksonville

HANNER DEVELOPMENT CORP

706 BELDEN CT
Saint Augustine

Health Benefit Consultants LLC

20275 Honeysuckle Dr.

iBank

3090F Pullman St

IRS Tax Help Team

1201 S Beach Blvd

JANNEY MONTGOMERY SCOTT INC

814 A1a N Ste 203
Ponte Vedra Beach

Lisa Puttick

13500 Sutton Park Dr S
Jacksonville

Lowell, Blake & Associates

141 Tremont Street

Maige Paulk & Associates PA

1342 N Laura St
Jacksonville

Marchand & Co CPA's PC

2003 Southern Blvd SE

Mattress Firm

11105 San Jose Blvd
Jacksonville

Medicaid & Financial Planning Services

4399 35th St. N.
Saint Petersburg

Merrell Brothers Investment Management

7908 Little Fox Ln
Jacksonville

Midland Debt Solutions

124 West Adams Street

Moran Insurance

183 Landrum Lane STE 103
Ponte Vedra Beach

MORGAN STANLEY

50 A1A N
Ponte Vedra Beach

ProActive Tax & Accounting

303 SW 140th Terrace
Newberry

ROBERT W TISON & ASSOC

12341 Yellow Bluff Road
Jacksonville

RollCall Business Conferencing

9471 Baymeadows Rd
Jacksonville

S P Johnson Group

2025 Delaware Ave

SMITH BARNEY

814 A1A N
Ponte Vedra Beach

Southern Trust Financial Services LLC

3450 Founders Club Drive
Sarasota

STERLING NEWTON

3304 SAWGRASS VILLAGE CIR
Ponte Vedra Beach

Stevens Charles T CLU

2744 N Ponce De Leon Blvd
Saint Augustine

Summit Financial Corp

100 NW 100th Ave
Plantation

Surety Law Group

6821 Southpoint Dr North
Jacksonville

Taxes R Us

P.O. BOX 2483
Orange Park

The Fixed Annuity Store

3490 E Lake Rd
Palm Harbor

The II.V.VI. Group

Jacksonville

The Mutual Fund Store

1845 Town Center Blvd, Suite 100
Fleming Island

The Mutual Fund Store

9823 Tapestry Park Circle, Suite 20
Jacksonville

United Gold Direct

2945 Townsgate Road

Visionary Private Wealth Management Group

8228 A1A N
Ponte Vedra Beach

We Help Foundation

514 Chaffee Point Blvd
Jacksonville

Will Rudloff Mortgage Team

54 Fox Valley Dr
Orange Park

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