Keywords: edward jones financial advisor: jesse m plunkett cepa®|crpc™ fl

Edward Jones - Financial Advisor: Jesse M Plunkett, CEPA®|CRPC™ - Sanford (FL)

Address: 🏡 4907 International Pkwy STE 1051, Sanford, FL 32771
Website: https://www.edwardjones.com
Phone : +1 (407) 878-1354
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJiRoBz3Mb54gRDql3bdfH5P4
#Florida

Seacoast Bank

David Forero Love this branch and love this bank. Staff is surprisingly kind and friendly. Thanks guys!
5 /5

Bank of America (with Drive-thru ATM)

Lisay Alonso Debbie was very professional,kind knowledgeable, and went above and beyond to help me .Her dedication to ensuring a smooth and efficient process. I felt valued as a customer and confident in the decisions I was making. I highly recommend her assistance to anyone looking for outstanding customer service. Thank you for making this experience seamless and pleasant!”
5 /5

PNC Bank

Patricia Dillman Recently I was in a bind regarding paperwork for our taxes. It was truly going to take me days of forensic accounting to do my project. Then Doug and Jarrod came to my rescue… instead of days, they gave me the information I needed within minutes. This banking team is priceless. They are what a banking experience should be … caring, knowledgeable and efficient… I can’t give this branch a high enough rating. Any poor ratings on this site had to be with some other group because these people are fantastic!
5 /5

Dias Wealth

Ellen Jakovich I attended a webinar on annuities with Carlos Dias and ended up scheduling a phone call with Carlos because it seemed he could identify if the annuity Id purchased 2 years ago was a bum deal or not. I suspected it was. After 30 minutes with Carlos, not only did I have a clearer picture of my annuity (it was not wonderful, but it wasnt a scam either), but he also identified a no-penalty exit strategy to gradually draw down the principle starting immediately. I didnt have to wait the 8 years until it matured to convert it into my Roth! Carlos also pointed out that my annuity was based on less-than-ideal indices, and he showed me (explaining everything) which ones I should use instead for more growth. I couldnt be happier! Carlos was prompt with his phone call, easy to talk to, easy to understand, and so incredibly helpful! There was no sales pitch or high-pressure anything -- just a wonderfully helpful call from a true professional.
5 /5

Anchor Financial

Century Financial Group

Karen Love, love, love Tim and his team! He was so patient and took the time to explain every part of the process. I cannot say enough about how comfortable he made me feel from beginning to end. No question was silly. We looked at many houses and made offers on a few houses. He worked with us through it all.
5 /5

Priority Credit Union

Adam Nancy Rosario is amazing! She is so helpful, knowledgeable, fast, efficient and kind. Ive been a customer for 27 years. She has been amazing for the whole time she has been at my branch in lake mary.
5 /5

Christian Financial Resources, Inc.

Bob Reid It was a blessing working with Jerod and Nikki. They did a great job of refinancing our church loan. May God continue to use CFR in His service.
5 /5

VyStar Credit Union

Zack Lawrence Jessica is so friendly and helpful at the Lake Mary branch. I could not recommend coming to this location more as the personal service and kindness shown is impeccable. She helped me consolidate debt and actively looked for future solutions on helping my finances get to a better spot for my personal and business needs. We have been using Vystar for over 25 years since we lived in Jacksonville and it was Jax Navy. I’m so happy to see them making a bigger presence in the Orlando / Central FL in recent years and I’ve come back to primary banking with them.
5 /5

Regions Bank

Carol This is the best bank for customer service. I started at Chase and they would not help open an account. We walked in and they were so helpful. I have my daughter account at this Regions and they have been great with customer service. Tim was so helpful and so was the manager. They helped a young girl I am working with get on her feet by opening account when she is from out of state. Most banks will not give you the time of day. This one went above and beyond. I have my revolving line of credit through them and they have been great.
5 /5
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