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8:30AM - 5PM
250 South Ronald Reagan Boulevard, Longwood
Investing
9AM - 5PM
1757 W Broadway St #4, Oviedo
Investing
“We have been a client of Geoffrey’s in Oviedo for several years. 4 years ago we moved to Mount Dora, 45 minutes away, however despite there being an Edward Jones office in our area, we value his financial advise so much we drive back to Oviedo to meet with him. He is a true fiduciary looking out for our best interests. We consider him more then a financial advisor, we consider him a friend.”
8:30AM - 5PM
220 E Central Pkwy # 3040, Altamonte Springs
Investing
“FABULOUS - My company has been with PICO for a few years and we couldn't be more pleased. Brenda Wren is my account manager and she is wonderful. She is immediately responsive, completely knowledgable of all the latest laws and rules, and explains everything thoroughly. I highly recommend PICO!”
“I needed assistance with some account management and Tone' Seals quickly took charge and walked me though a more effective solution. Resolving all my issues with swiftness and leaving me a happy customer on the way out the door. 10/10”
“We were in this location this morning and Christian Abraham helped us to opening an account and he was so helpful, striving for excellence, I literally enjoyed the moment and his customer service was above and beyond the best .PNC should pride of you .You deserve the best .Thank you Man”
“Hernando helped my with a wire transfer, it was late in the day and the branch was super busy. He took the time to get me what I needed for closing on our home the following Monday. He was efficient and thorough. I will continue to do business with PNC bc of him. Way to go!”
8:30AM - 5PM
175 E Altamonte Dr Suite 100, Altamonte Springs
Investing
“I love Fidelity Investments' Altamonte Springs office, but I wish they'd move it or build another office nearer to Winter Springs/Oviedo. Folks who rate this a 2.9 star are just haters. Anyway, Google reviews is probably not the place for investment firm ratings.”
“Please read entire reviewI was having trouble with charges on my card and loss of credit which led me to call pnc (not the branch, but pnc). This was a painfully awful experience where they just kept denying everything and not answering my questions. I waited a couple days until Tuesday (I called on Sunday and worked on Monday). I met Mr. Santiago who understood from the beginning something wasn't right about my balance I owed. We did the math over 5 times and looked over statement after statement and found my balance wasn't adding up. We ended up calling over 5 head pnc people who didn't really do anything such as when I called by myself, but Santiago proceeded to get to the bottom of this and see what was going on. This led us to a 4 hour conversation with multiple people saying the same thing over and over again, but he wouldn't back down. At the end we finally had a resolution and an action was being taken and that pnc did mess up. If it wasn't for him spending those 4 long boring hours I wouldn't have ended up with a clear resolution for my situation.All in all Mr. Santiago you sir are amazing and deserve any sort of raise and promotions heading your way”
“I called on Saturday an talked to Amanda about opening a account she was super helpful and today I had the pleasure of meeting her today super nice and helpful thanks”
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“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!”