Ponte Vedra Wealth Management Group of Wells Fargo Advisors - Ponte Vedra Beach, Florida

Dirección: 818 Jimmy Buffett Mem Hwy #200, Ponte Vedra Beach, FL 32082, Estados Unidos.
Teléfono: 9042737934.
Página web: pvwmg.com.
Especialidades: Planificador financiero, Financial advisor, Consultora financiera, Institución financiera, Servicio de inversiones.
Otros datos de interés: Citas online, Servicios en las instalaciones, Acceso para sillas de ruedas, Aparcamiento adaptado para sillas de ruedas, Aseo adaptado para sillas de ruedas, Asientos adaptados sillas de ruedas, Aseos, Se recomienda pedir cita.
Opiniones: Esta empresa tiene 26 valoraciones según Google My Business.
Opinión media: 5/5.

Ubicación de Ponte Vedra Wealth Management Group of Wells Fargo Advisors

Ponte Vedra Wealth Management Group of Wells Fargo Advisors 818 Jimmy Buffett Mem Hwy #200, Ponte Vedra Beach, FL 32082, Estados Unidos

Horario de Ponte Vedra Wealth Management Group of Wells Fargo Advisors

  • Lunes: 8:00–17:00
  • Martes: 8:00–17:00
  • Miércoles: 8:00–17:00
  • Jueves: 8:00–17:00
  • Viernes: 8:00–17:00
  • Sábado: Cerrado
  • Domingo: Cerrado

El Ponte Vedra Wealth Management Group of Wells Fargo Advisors es una destacada institución financiera ubicada en la dirección 818 Jimmy Buffett Mem Hwy #200, Ponte Vedra Beach, FL 32082, Estados Unidos.. Este grupo financiero ofrece una amplia gama de servicios, incluyendo planificación financiera, asesoría financiera, consultoría financiera y servicios de inversión.

Una de las principales características de este grupo es su enfoque personalizado en la prestación de servicios financieros. Los clientes pueden esperar recibir asesoramiento experto y una atención individualizada que se adapte a sus necesidades financieras específicas. Además, el grupo ofrece citas en línea y una variedad de servicios en las instalaciones, lo que facilita la comunicación y la colaboración con los asesores financieros.

El grupo también se enorgullece de su accesibilidad y compromiso con la inclusión. Las instalaciones están equipadas con rampas para sillas de ruedas, aparcamiento adaptado, aseos adaptados y asientos especialmente diseñados para sillas de ruedas. Estas características hacen que el grupo sea una opción accesible y cómoda para todos los clientes.

La opinión media de los clientes del Ponte Vedra Wealth Management Group of Wells Fargo Advisors es de 5/5, según 26 valoraciones en Google My Business. Los clientes han elogiado la profesionalidad, la amabilidad y el conocimiento del personal, así como la calidad de los servicios financieros prestados.

Si estás buscando un asesor financiero confiable y experimentado en Ponte Vedra Beach, Florida, el Ponte Vedra Wealth Management Group of Wells Fargo Advisors es una excelente opción. Se recomienda pedir una cita y visitar su página web para obtener más información sobre sus servicios y cómo pueden ayudarte a alcanzar tus objetivos financieros.

Opiniones de Ponte Vedra Wealth Management Group of Wells Fargo Advisors

Ponte Vedra Wealth Management Group of Wells Fargo Advisors - Ponte Vedra Beach, Florida
Cody McLeod
5/5

Jamie from Ponte Vedra Wealth Management Group is not only a financial expert but also someone I truly trust and enjoy working with. His knowledge, attention to detail, and friendly approach create such a warm and welcoming experience. I'm glad to have Jamie advising and helping build our family's wealth.

Ponte Vedra Wealth Management Group of Wells Fargo Advisors - Ponte Vedra Beach, Florida
Chris Brannon
5/5

I’ve had the privilege of working with Jamie and his team now for almost two years. His expertise is second to none and he has been an essential part of our family’s future planning. He truly loves his job and values his relationships with his clients. I cannot recommend him highly enough.

Ponte Vedra Wealth Management Group of Wells Fargo Advisors - Ponte Vedra Beach, Florida
Lauren Stephens
5/5

I've been working with Jamie since just before I had anything to be working with Jamie on. I approached him as a trusted colleague to learn about what his skill set was and how he could help me achieve my future financial goals. As I've grown in my career, he has helped me develop my diversified portfolio (Investments, 529's, IRA's, and Life Insurance) in an effort to achieve those goals. He and his team are responsive and helpful and I know that my family and I set to grow with them for the long run. I also appreciate very much that, when I ask, Jamie takes the time to explain to me (whether I fully understand ALL of it or not) the ins and outs of exactly what our accounts are doing, what the policies of each account are, and how we can best leverage our assets. We view him as a valuable teammate in our corner and couldn't be happier with his level of service!

Ponte Vedra Wealth Management Group of Wells Fargo Advisors - Ponte Vedra Beach, Florida
james holmes
5/5

I have been working with Jamie Seim for over 4 years now and am very happy I switched advisors. When you are choosing who will help take care of you and your family’s financial future you want to know the person actually cares about you as a person (not just another number in their client portfolio) and you want to see results on your returns. Jamie has always been able to provide both. He genuinely cares about you and your financial well being while also showing the results you expect from a professional.

Ponte Vedra Wealth Management Group of Wells Fargo Advisors - Ponte Vedra Beach, Florida
Kipp Henritzy
5/5

I've been working with Jamie since 2011. He has been extremely helpful in meeting my financial goals. He has a consultative approach and is someone you can trust with your hard earned money. He is responsive, available and eager to help. Being backed up by the Wells Fargo brand is also a huge plus. Jamie has been active and involved in the community for over 10 years and has not slowed down at all. If you need advice on anything financial or any help with decisions in life, Jamie is your man for the job.

Ponte Vedra Wealth Management Group of Wells Fargo Advisors - Ponte Vedra Beach, Florida
Harvey Cassidy
5/5

I've been working with Jamie for about 5 or 6 years with my portfolio. He's helping manage my Roth IRA, multiple 529s, and even my 401k. He's extremely professional and helps me identify areas of opportunity to grow my portfolio. Truly a great partnership and someone that has my goals and aspirations in mind with all of the decisions we make.

Jamie is not my first financial advisor, but he's the only one for me moving forward.

Ponte Vedra Wealth Management Group of Wells Fargo Advisors - Ponte Vedra Beach, Florida
Diane Wilson
5/5

Jamie is my Financial Advisor & I can’t say enough about his work ethic & level of professionalism! He has done a great job handling our finances/investments. We have been up every year that we’ve been with Jamie & he always goes above & beyond for me & my family. Highly recommend Jamie & his WF team!

Ponte Vedra Wealth Management Group of Wells Fargo Advisors - Ponte Vedra Beach, Florida
Phil Aitken
5/5

Jamie is a true professional and is our trusted financial partner. His wealth of knowledge of the markets keeps us headed in the right direction towards our financial goals. I couldn't imagine having anyone else help us build wealth. When choosing a financial planning partner, we made a decision based on trust. We trust Jamie to guide us and to help us choose wise investment vehicles. If you are looking for your trusted partner, look no further than Jamie Seim.

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