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

5.0
4 reviews
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Business Details

4731 NW 53rd Ave, Gainesville, FL
32653, United States
(352) 375-2323
https://www.edwardjones.com/us-en/financial-advisor/reagan-potts
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About

Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Location

Edward Jones - Financial Advisor: Reagan K Potts, CFP®
4731 NW 53rd Ave, Gainesville, FL
32653, United States

Reviews

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  • PM
    Pamela McLeod
    May 16, 2023
    5.0
    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.
  • KJ
    Kt Jones
    Jan 7, 2019
    5.0
    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!
  • KP
    Karen Porter
    Feb 21, 2018
    5.0
    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!
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Frequently Asked Questions About Edward Jones - Financial Advisor: Reagan K Potts, CFP®

What type of financial services does Edward Jones - Financial Advisor: Reagan K Potts, CFP® offer?

They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.

Where is Edward Jones - Financial Advisor: Reagan K Potts, CFP® located?

Their office is at 4731 NW 53rd Ave, Suite 1, Gainesville, FL 32653, US.