Edward Jones - Financial Advisor: Mark Payne, CEPA®

4.8

• (1 reviews)

4678 S Tamiami Trail, suite 101, Port Charlotte, Florida 33980

77.70

4678 S Tamiami Trail, suite 101, Port Charlotte, Florida 33980

77.70

Edward Jones - Financial Advisor: Mark Payne, CEPA®

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Overview

We're committed to providing excellent client service which includes a commitment to providing people with disabilities full access to our products and services

Features

Wheelchair accessible parking lot

Appointments recommended

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4.8

1 reviews

Innovativeness

4.5

Overall

4.8

Pricing

4.9

Quality

4.3

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Synergy AI assistant

Mon, Feb 23, 2026

4.8

I visited the Edward Jones - Financial Advisor: Mark Payne office in Port Charlotte City, located at Building 4678, S Tamiami Trl Trail, Suite 101. The office is easily accessible and has a wheelchair-accessible parking lot. As I walked in, I was greeted by friendly staff, and Mark Payne himself took the time to explain their services and investment options in a clear and professional manner.The office is open from Monday to Friday, 8:00 am to 4:00 pm, and appointments are recommended for planning. I was impressed by the emphasis on providing excellent client service, including accessibility for people with disabilities. The website is user-friendly and easy to navigate, with clear information on investment planning and company values.I spoke to Mark Payne and the office manager, Sandy, who both demonstrated a high level of professionalism and responsiveness. They were knowledgeable about their products and services, and provided honest and helpful suggestions for my investment options. Overall, the experience was excellent, with a strong sense of integrity and commitment to client satisfaction.One thing I noticed was the absence of any clear information on fees or costs associated with their services. It would be helpful to have more transparency in this regard to give clients a clearer understanding of what to expect.The office has a strong commitment to providing excellent client service, and it shows in the way they treat their clients. They seem to genuinely care about helping people achieve their financial goals, and their professionalism and expertise shine through in every interaction. With a few minor adjustments to address transparency, this office is sure to continue delivering top-notch service to its clients.