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

Address: 818 Jimmy Buffett Mem Hwy #200, Ponte Vedra Beach, FL 32082.
Phone: 9042737934.
Website: pvwmg.com
Specialties: Financial planner, Financial advisor, Financial consultant, Financial institution, Investment service.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, Appointments recommended.
Opinions: This company has 25 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Ponte Vedra Wealth Management Group of Wells Fargo Advisors

☎️9042737934

⏰ Open Hours of Ponte Vedra Wealth Management Group of Wells Fargo Advisors

Monday: 8 AM–5 PM
Tuesday: 8 AM–5 PM
Wednesday: 8 AM–5 PM
Thursday: 8 AM–5 PM
Friday: 8 AM–5 PM
Saturday: Closed
Sunday: Closed

Ponte Vedra Wealth Management Group of Wells Fargo Advisors

Located at 818 Jimmy Buffett Memorial Hwy #200, Ponte Vedra Beach, FL 32082, Ponte Vedra Wealth Management Group of Wells Fargo Advisors stands out as a premier financial management service provider. With a phone number 904-273-7934 and an online presence through pvwmg.com, this group offers a suite of financial services tailored to meet the diverse needs of their clientele.

Key Specialties

- Financial Planning: Crafting personalized plans for clients to achieve their financial goals.
- Financial Advisory: Offering expert advice on investment strategies, retirement planning, and more.
- Financial Consulting: Providing insights and solutions for businesses and individuals alike.
- Investment Services: A range of services designed to grow and protect clients' assets.

Accessibility and Convenience

This esteemed institution prides itself on accessibility. Their office is wheelchair accessible, featuring an entrance, parking lot, restroom, and seating areas that accommodate individuals with disabilities. Additionally, they recommend scheduling appointments to ensure a smooth experience, though they also offer online appointments for added convenience.

Client Testimonials and Reviews

Testimonials from satisfied clients speak volumes about the quality of service offered by Ponte Vedra Wealth Management Group. With 25 reviews on Google My Business, the average opinion stands at a impressive 5/5. Clients describe Jamie, a key figure at the company, as not only highly knowledgeable but also trustworthy and enjoyable to work with. This kind of feedback underscores the company's commitment to delivering exceptional financial planning and advisory services.

Contact Information and Booking

For those interested in exploring how Ponte Vedra Wealth Management Group can assist in their financial journey, it's recommended to reach out directly through their website (pvwmg.com). Here, clients can find more detailed information, book online appointments, or inquire about onsite services. Given their accessibility facilities and the warmth of their service, creating wealth with this team could be a truly rewarding experience.

👍 Reviews of Ponte Vedra Wealth Management Group of Wells Fargo Advisors

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

Cody M.

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.

Chris B.

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.

Lauren S.

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!

james H.

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.

Kipp H.

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.

Harvey C.

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.

Diane W.

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!

Phil A.

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.