Edward Jones - Financial Advisor: Reagan K Potts, CFP® - Gainesville, Florida

Address: 4731 NW 53rd Ave #1, Gainesville, FL 32653.
Phone: 3752323.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Edward Jones - Financial Advisor: Reagan K Potts, CFP®

☎️3752323

Edward Jones - Financial Advisor: Reagan K Potts, CFP® is a well-established financial services firm located at 4731 NW 53rd Ave #1, Gainesville, FL 32653. The firm can be contacted via phone at 3752323 or by visiting their website: edwardjones.com.

Reagan K Potts, CFP® is a specialized financial consultant who offers a range of services including financial consulting, finance brokering, investment services, and stock brokerage. Potts' expertise in these areas has earned the firm a strong reputation in the Gainesville, FL area.

The office is conveniently equipped with wheelchair accessible entrance, parking lot, and restroom, making it accessible for all clients. Appointments are recommended to ensure personalized attention for each client.

The firm has received 4 reviews on Google My Business, with an impressive average rating of 5/5, indicating high levels of satisfaction from their clientele.

👍 Reviews of Edward Jones - Financial Advisor: Reagan K Potts, CFP®

Edward Jones - Financial Advisor: Reagan K Potts, CFP® - Gainesville, Florida

Kt J.

5/5

GO HERE! If you are looking for financial & investment advice you have to see Reagan. Consults & appointments are free of charge. No matter your financial situation I'm certain Reagan can help. The office manager Lori & Nocole her assistant are fantastic. Many times I have called needing something done at that moment & no matter the difficulty Lori or Nicole have any issues resolved & my request completed. I just don't have to worry!!!
Reagan & her staff are extremely proactive & prepare me for upcoming events that may effect me or my account. The Edward Jones online tools & account services provide multiple ways to manage accounts, research finances & communicate with Reagan & her wonderful office staff. They always make my appointments convenient for me via, phone, internet, in office or in person. If your considering a consult or want to transfer your accounts, write down your goals & needs & they will help you reach them!

Pamela M.

5/5

Regan makes all the intricacies of the market and finances easily understood. She is there for all of our family’s needs and we are so grateful for her knowledge and her caring personality.

Karen P.

5/5

It is quite odd that the 1 star review met with Reagan and thought she was a he. I have had her help me with my portfolio for years and SHE is great!

Clayton B.

5/5