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August 2023 by Denese Schmedeman
My husband and I have been with Jesse for almost 10 years now, and are very happy with everything he had done with managing our finances. He’s great with keeping us informed of anything going on in the financial world that will affect us in any way, and is always available to answer any questions or concerns we might have, and explains things in a manner that is easily understood. We would highly recommend him for handling any financial management needs!
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April 2023 by Michael Dean
Jesse is the man! Best in the business and always accessible. He knows i don't have time to devote to managing my assets so he only bothers me when necessary and i trust him to make the right calls. And he always knows when i'd want to be involved as well. Thanks Jesse!
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March 2023 by Pam Barnett
Jesse is always professional and listens to any and all questions and concerns. He always explains everything in a manner which is easily understood
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March 2023 by al cast
My wife and I have been with Jesse for awhile now and we couldn't be happier. Jesse has taken great care of our money. We both feel that our retirement will be worry free.
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March 2023 by Al C.
Jesse has taken care of us financially for quite some time now. My wife and I would recommend him to anyone.
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December 2022 by Amy Schantz
Jesse has been our Financial advisor and retirement planner for many years now. We are extremely happy with his management of our finances. He is available for any, and all of our questions and responds promptly. I would highly recommend!
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November 2022 by Ann Dobranic
Wish to give a huge shout out to my financial advisor at Edward Jones investments, Jesse Plunkett. I am confident that with Jesse's assistance and financial advice I will reach my retirement goal. He is happy to answer questions, offer explanations, and to provide literature, graphs, and charts that make understanding investing, rollovers, and saving toward retirement easy to understand. If you feel somewhat overwhelmed when it comes to reviewing your 401k or retirement savings portfolio and are searching for a partner to advise how to reach your goal, you should reach out to Jesse Plunkett at Edward Jones Investments in Sanford Florida.
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November 2022 by Jon Abbott
Best financial move I have ever made, going with Jessie Plunket and Edward Jones.He has totally taken the worry out of our financial planning and security. I highly recommend Jessie.
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November 2022 by CED smith
I am very pleased with my FA. Their very responsive and provide adequate updates. Thank you for your service.
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May 2022 by Martha R.
I had the privilege to work with Jesse Plunkett for 3 years as his Branch Office Administrator in Sanford, Florida before moving on to a different career path in a different state. I can say with full transparency that Jesse has been an absolute pleasure to work with. His knowledge and pleasant demeanor made a positive working environment that encouraged and supported personal and professional growth. I was consistently impressed with his patience and passion to educate his clients and myself in a simple but effective way to understand complex and basic financial concepts. I greatly appreciate this knowledge that I will carry for life. Also, with no small mention, his leadership drove our branch to provide lucrative and mindfully strategic service to our clients even amongst a very bumpy road through the COVID pandemic. In addition, he made available every accommodation for time off, remote work, medical appointments and so forth so that I too could make it through the pandemic, which many of my friends and relatives did not have from their jobs. I still highly recommend Jesse to my friends and family as their Financial Advisor and strongly encourage others to make the opportunity to work with Jesse.
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April 2022 by Robbie G.
I'm good at a lot of things. Financial management is not one of them, so I'm thankful there are people like Jesse who can help guide the way. I've been working with Jesse for several years now, and can honestly say he's great. I've worked for several companies over the past decade or so, and as a result had a lot of dangling retirement accounts that I didn't know what to do with. From the first meeting, Jesse was willing to sit down and chat with me about what all of my various options were with consolidating and managing these accounts. He was also honest about the options that didn't benefit him, which I took as a huge bonus. Jesse discusses your retirement plans, and works with you to create a roadmap for financial success. He goes the extra mile to earn your trust as a client. In unsteady market times, he provides sound guidance and reassurance where needed, and lets you know what to expect based on trends. I highly recommend him for your financial needs.
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April 2022 by Rebecca A.
Jesse helped me rollover my 401k when I retired last year. I didn't really understand the investments in my 401k before, and he walked me through my current investments and how they aligned with the income I need from my portfolio in retirement. Plus, her also helped me better understand my pension options, which had seemed like a really complicated decision. If you need a financial planner in Sanford, definitely give him a call.
