Investing near South Pasadena, FL

6 locations found near South Pasadena

“It has been a pleasure working with Jim. My husband and I are able to retire at 60 because of the financial plan created by Florio Wealth Management. Also, Florio Wealth Management takes their fiduciary responsibility seriously. There were several times Jim steered us away from an investment that would have been in his best interest but not ours. Integrity like that is rare to come by these days.”

4.9 Superb18 Reviews

“I would highly recommend Comegys Insurance Agency.My insurance agent at Comegys, Ms. Angela Leischner is one of the most professional, prompt and helpful agent I have worked with.She’s a huge asset to the Company along with Ms. Jennifer Lynch.”

4.9 Superb33 Reviews

“Nicole French has been an exceptional. Her insights and guidance have led to significant growth in my portfolio. I highly recommend her services for anyone seeking reliable financial advice and results.”

4.5 Superb12 Reviews

“Larry Buck has been managing my retirement money since I retired in 2017. Initially I had my money split between Edward Jones and another firm. Larry outperformed the other firm dramatically, so I moved all my investments to him. Since then, my money has steadily been growing, and has consistently outperformed the market. Larry has always been very professional, honest and informative. He called me the same day the market took a major down turn in 2018, and explained his strategy to recover my money. He not only successfully recovered my money, but quickly exceeded it. I especially like his personal touch. He includes my wife in our reviews of my account, and spends time explaining what changes he recommends and why. He also plans for our future. I am completely satisfied with his professionalism and performance, and plan to remain long term with Larry Buck and Edward Jones.”

3.4 Good5 Reviews

“OUTSTANDING CUSTOMER SERVICE! Helpful bankers who genuinely care about their customers. They always answer all of my questions, address all of my concerns, and offer helpful advice. Although we now live in an "on-line" world, with TD, you can still walk into any branch, get counter service, or sit down privately with a banker for assistance. Yes, in December 2023, you can still SIT DOWN WITH A PERSON, and have an "eye-to-eye" conversation about your finances.”

2.1 Poor24 Reviews

“I worked in a restaurant and they wanted catering for a business promo... they ordered and I delivered it...I was a bit confused being 2 buildings had same address but they guided me to the right location. Perfect...I had a lot of food met me outside with a cart... saved the day.. I couldn't imaging trying to navigate myself inside with loaded food. ... with me... and they loved everything became great costumers.”

1.9 Poor15 Reviews