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Over 228 reviews for
Ponte Vedra Beach Financial Advisors from people just like you.

A
"My wife and I were had a dilemma. After many years of investing in a couple of health-care related stocks, we decided the time was right to sell the stock, which" had grown to a considerable sum but all high-risk money, and invest in something safer that stocks or mutual funds. We knew that bank savings accounts, money
accounts, and Certificates of Deposit were all safe options but were paying near zero percent interest rates. I initially consulted some of the more well-known local area investment firms but they were painfully slow to get back to me and in essence simply wanted us to reinvest in the stock
in some form and were generally most interested in large portfolio clients. Turning to Angie's List (which I should have done in the first place) I found
Fox and
.
immediately talked with me about my situation, promptly made an appointment to visit my wife and me at our home, and came out to educate us about a safer alternative to saving for retirement income through the use of annuities.
's customer service and desire to help were amazing, as he constructed a well thought out plan based on my and my wife's input and helped us invest in an annuity with a financially strong and reputable company. We could not be happier with the job
did for us. Thanks to
we now have a very key piece of our retirement secured and can rest easy knowing that the high risk money we once had in the stock
has been reallocated to a better, safer place and earning a better rate of return than a traditional bank savings vehicle. Thanks again
!

-Vincent G.

A
"
is very knowledgeable in the area of finance and planning for future retirement. He's great at finding what plan or strategies work" for each individual's circumstances. I am very satisfied with his help in this area. I highly recommend to anyone making retirement decisions, talk to
first.

-Ed J.

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Financial Advising reviews in Ponte Vedra Beach

N

Rating
It was very easy working with them. The information was very precise and to the point. I feel that everything got fixed fairly quick, which was helpful by the fact that I'm always busy. I would definitely recommend it to anyone who needs help with the IRS. They made it very easy on me. Worth the money spent.
- Javier P.
A

Rating
Ponte Vedra Beach Financial Advisors Provider Name Locked
is amazing and one of the most honest business people I have ever encountered. He spent about 45 minutes on the phone with me discussing my financial standing as I wanted to move my
Ponte Vedra Beach Financial Advisors Provider Name Locked
to another company, having fired my prior financial advisor for unresponsiveness and not being happy with the funds I am invested in. Not only did he analyze my situation, he explained that he didn't feel I needed an investment advisor....that I just need a more conservative set of funds to transfer my
Ponte Vedra Beach Financial Advisors Provider Name Locked
to and basically let it sit and accumulate in a more even fashion than my current one has done. He even suggested where I place the funds to maximize my stability at a low expense ratio. I highly recommend
Ponte Vedra Beach Financial Advisors Provider Name Locked
as, after having listened to him, he is honest, hard-working, has reasonable fees for investment advisement, and a great hands-on approach that I have to assume he would have in his advisor capacity. Fantastic experience!!
- Meryl C.
D

Rating
Two tax-exempt bonds were purchased. One of the trades was canceled, and a substitute bond was purchased. I received an e-mail showing the two trades that were made and the one that was canceled. The
Ponte Vedra Beach Financial Advisors Provider Name Locked
representative assured me that the two bonds in question had been purchased. I then received another e-mail the next day showing a third bond had been purchased, which was not correct. I tried to get the representative on the phone. All I got were voice-mails. I then called
Ponte Vedra Beach Financial Advisors Provider Name Locked
directly as the e-mail said "Please contact
Ponte Vedra Beach Financial Advisors Provider Name Locked
SERVICES, INC. if you have any questions." When I called
Ponte Vedra Beach Financial Advisors Provider Name Locked
, I was told that
Ponte Vedra Beach Financial Advisors Provider Name Locked
did not service the account in question. When I asked why I had been instructed to call
Ponte Vedra Beach Financial Advisors Provider Name Locked
, the person hung up the phone on me. When I was finally able to speak to the representative, he explained
Ponte Vedra Beach Financial Advisors Provider Name Locked
's mistake and said that it had been corrected. I like the representative and will continue to use him unless I receive more terrible customer service from
Ponte Vedra Beach Financial Advisors Provider Name Locked
. One more incident like this and I will be transferring the account.
- Preston B.
F

Rating
The Right Line Stock Report or (
Ponte Vedra Beach Financial Advisors Provider Name Locked
) fraudulently and unauthorized charged my credit card number they had on file since last year for $499.95 on 7/30/15. There was no advance notice or warning of subscription renewal of any kind. MasterCard contacted me on 7/31 letting me know a large an unauthorized charge had just been placed. I contacted
Ponte Vedra Beach Financial Advisors Provider Name Locked
the very same day 7/31/15 asking them to remove the charge as I had no intention to renew. Then I got some lame email from someone using the name of
Ponte Vedra Beach Financial Advisors Provider Name Locked
stating they would not refund the charge, but they would not charge me again in 2016.
Ponte Vedra Beach Financial Advisors Provider Name Locked
will not return phone calls or numerous emails. They
Ponte Vedra Beach Financial Advisors Provider Name Locked
’t answer their 1-800 number. They have multiple addresses and phone numbers to hide by. Not only is their stock report uninformative, outdated, and repeats the same information every report; they are trying to steal and scam from honest consumers. 2912
Ponte Vedra Beach Financial Advisors Provider Name Locked
Pack Drive

Antioch ,
Ponte Vedra Beach Financial Advisors Provider Name Locked
37013

United States Or



3 Wooded Way Round Rock, TX 78664 512-458-6046
- Jay M.
D

Rating
I had high hopes for Redfin, several agents showed my home
(though non responded to requests for feedback) which showed me they had
Ponte Vedra Beach Financial Advisors Provider Name Locked

penetration)

When my last agent and I went our separate ways (I’ve been
trying to sell my home ) I engaged redfin. I researched their site and choose
to communicate with our of their high volume agents. (at his point I needed
successes from an agent with a lot of successes behind them, rather than one that’s
still trying to create a reputation).

Anyway, in the end they choose the agent for me.
And after our 1st meeting and follow-up emails, I
was not feeling it, but more so, it seemed the agent was tied up with other
things and being out of town. I wanted
to get my house on the
Ponte Vedra Beach Financial Advisors Provider Name Locked
quickly, and it seemed Redfin was not able to accommodate
such a request as quickly as other agent/ real-estate firms.

But I like the concept, the webnsite, the idea about being performance
based (at least that’s what they advertise) . But what I didn’t like, was not
being able to pic the agent (I contacted two members of the leadership team
with this request, and they politely avoided it). However one, ‘
Ponte Vedra Beach Financial Advisors Provider Name Locked
’ took the time to make some well thought out
responses, including addressing many of my questions. Regrettably, it seems
more the heavy hitters are there to draw in clients and then they like the mom
and
Ponte Vedra Beach Financial Advisors Provider Name Locked
birds, disperse over to the chicks. L
In an attempt to work with the agent, I had written about
what I was looking for, my experiences, past offers, and the agent responded that they promised not to disappoint me. Upon
our 1st meeting they asked me to lower the price by $30k , which
would have made most offers less than my
Ponte Vedra Beach Financial Advisors Provider Name Locked
offer (that I rejected) , How is
this not going to disappoint me.
I looked at the agent’s reviews, something redfin encourages
people to do and encourages to give feedback on their agents. But what was odd,
was that many of this agents reviews (ok most of them) predated her employment
with the company. Most did not have written comments (despite 5 out of 5 stars)
, even listings that were an offer was not accepted, had 5 stars (yet still no
comments)

Buyer beware (or be cautious) , if you’re looking to attain buyer or seller
services, ask questions of the respective agent about their reviews. I did and
get no response). Shortly thereafter they indicated that maybe they were not
the best option for me. I signed with
someone else (who wasted no time to have the paperwork in front of me.
- Patrick M.
A

Rating
Ponte Vedra Beach Financial Advisors Provider Name Locked
came out to the house at the time agreed on , took all the formation he needed and was as nice a person that you would ever want to meet. He will be back next week with all the updated material for our living trust
- John V.
A

Rating
I had a very productive phone conversation with
Ponte Vedra Beach Financial Advisors Provider Name Locked
. That I am based in Atlanta and he in Chicago would not make a difference in his providing quality service, in my opinion. Unfortunately, I cannot at this point invest the minimum amount that
Ponte Vedra Beach Financial Advisors Provider Name Locked
requires to take me on as a client. He explained to me that he does this so that he can keep his client base small and provide better service, something I completely understand. He was however, generous enough to dispense some financial planning advice gratis and answered all my questions very patiently. I (hopefully) look forward to working with him in the future.
- Vishal N.
A

Rating
For over 20 years Wells
Ponte Vedra Beach Financial Advisors Provider Name Locked
was managing my portfolio. Year after year I
lost a lot of money . Finally I was introduced to
Ponte Vedra Beach Financial Advisors Provider Name Locked
. He discovered
that Wells
Ponte Vedra Beach Financial Advisors Provider Name Locked
had my money in accounts making money for themselves. .
Ponte Vedra Beach Financial Advisors Provider Name Locked
has been my financial advisor for over two years now . .Ever since
Ponte Vedra Beach Financial Advisors Provider Name Locked
took over my portfolio it has been increasing dramatically. Recently I purchased a new home. He has been been giving me great advise and has been joining calls with the lenders as needed. I couldn't have done it with out him.
In closing
Ponte Vedra Beach Financial Advisors Provider Name Locked
is professional, detailed and proving everyday to be a invaluable asset to me.
- dennis F.

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

858 North Franklin 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

LBA CERTIFIED PUBLIC ACCTNT

501 RIVERSIDE AVE
Jacksonville

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

Patterson CPA Group

2 S Roscoe Blvd
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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