Edward Jones - Financial Advisor: Timothy A Meyer, CFP®|CPWA®|CIMA® - Punta Gorda, Florida

Matthew I.

I wanted to take a moment and thank both Tim, his staff, and family for all of the work they have done for us over the years. Tim himself is incredibly knowledgeable when it comes to wealth management strategies and I have appreciated his continued commitment to receiving additional certifications to be a cut above the regular financial adviser. Tim is very good about answering questions I have, keeping me apprised of market updates, and holding hands through market corrections.

His staff, particularly Carol, has always been good about communicating with us when updates need to happen. When I drag my feet to reply, she's good about help keeping me reminded of things so that everything works smoothly.

And I mention the family because not only am I privileged to know both Tim and his wife Tiffany personally from back in college (don't ask me to admit how long ago that was), I know of all the hard work she too puts in to her clients happiness -- like that delicious lasagna brought into the office and also how she too had/has her series 6/7 licensing and worked with the firm.

Long story short, if you are looking for a place to have your money managed, this is the place to do it.

Adele C.

We have been working with Timothy for several years. He is a skillful financial analyst. He and his staff have worked tirelessly for our family. He is caring, responsive, and genuine. He will help anyone meet their financial goals. Timothy is trustworthy and I am grateful for his expertise and guidance over the years.

Ann J.

I have been working with Timothy Meyer for a couple of years. He has gone beyond the limit of service.
I am recently divorced and my ex husband took care of the finances. Tim has been so patient with me and my questions on my investments. He takes care of every aspect. I always receive a call back asap. My investments are doing great. Also Dana is a wonderful caring person. I highly recommend Tim.

Dan O. C.

Tim and his staff have taken exceptional care of my family over the past many years. They have been skilled, reliable, highly professional and most importantly trustworthy. When searching for a financial planner I have been told; diligence, consistency, competence and being personable are traits to look for. They check the box on all.

Michael W.

I have known Timothy for two years and have always found him to be a man of honor and integrity. He has advised me in many areas and the advice has ALWAYS helped my personal as well as business finances grow. Thank You Tim!

William K.

After a 'lifetime' of working and saving, 'trust' comes at a high price. Tim has earned my trust, and has done a great job handling my retirement account. I recommend him to everyone I know.

Chad C.

Tim and his staff have been spectacular for us. Tim does a spectacular job keeping a close eye on our investments. He cares about what we need now, and in the future.

Brent S.

I have worked with Tim for over 10 years. Nothing but professional in all he does. I would highly recommend his services to anyone!