Ameriprise Financial - Sarasota (FL)

Theodore Wishin Absolutely unprofessional and nauseating. Started my retirement and fighting to alot my savings. On phone for two hours with wanna be ......consultant? Loosing battle but not the war yet. Please pray for me. If I can get it I will donate to a good cause because its gonna take a act of GOD to do it. Forgive me father

Reggie Glover Great service

frieda romanchuk N&L Wealth Builders: Nick and his super staff are about the client’s needs first. Since becoming clients about a year ago, we have attended various ‘client functions. Nick does some educational reviews and updates, we socialize with other clients, and we have some fabulous meals. Sometimes we drop by the office for reasons other than an appointment with Nick. We are recognized immediately upon entering the office by the staff. If Nick doesn’t have an appointment at the time, he comes out to say “Hi!” The office location is convenient to where we live AND we have options depending upon JAX interstate conditions! The ‘client events’ are at various locations so we attend the ones that again are most convenient. Nick is well worth listening to.

Marc Abraham Don has been an amazing financial advisor to myself and Dorothy ever since we became part of the Retallick family. We have learned so much about planning for our retirement years and living comfortably with our investments. Highly recommended!

marisa woodworth Mrs. Roni Hayes has done my taxes for the past 5 years, and I will continue to use her for any tax/accounting needs. She is extremely approachable and easy to talk to. If you are looking for clear communication, prompt responses, and a dependable accountant, I highly recommend using Mrs. Hayes at Succentrix!

bobby smith FDR has helped me get to where I need and feel comfortable. Many different venues for investment with good advice.

BUTCH G always good and friendly service.

roy Yater I have been investing with Cheryl Balaban for nearly 10- years and I couldnt be more satisfied. She is patient, professional and friendly. I never feel rushed when in conference with her and she has taught me a lot about investing. Cant praise her enough.