Brad Berg - Private Wealth Advisor, Ameriprise Financial Services, LLC - Clearwater (FL)

Joyce Guynup There no bank around with so many friendly people we love our bank

Mark Clayman We are long time clients of Osgood & Associates (15+ years) and we would highly recommend them as financial advisors. We have received excellent financial recommendations for our portfolio based on our risk tolerance, personal goals & retirement goals. In addition, their entire team provides great client service and follow-up to our requests.

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!

Timothy Gamble My experience with Reeder Financial Group has been outstanding. Jeremy is exceptionally friendly and thorough, making the entire process seamless and stress-free. His commitment to educating clients on finances, all at no cost, is truly impressive and reflects his genuine care. The family-oriented and community-driven atmosphere of the business is evident in every interaction. Jeremys passion for helping others achieve financial stability is clear, and his expertise is unmatched. I highly recommend Reeder Financial Group to anyone seeking top-notch financial guidance and a supportive community. Jeremy is a trusted advisor who truly makes a difference.

nanci wadsworth Arthur knows the codes and did an excellent job with our tax prep!

Renee Wareing I have had the pleasure of working with Gregory and Jen for the past couple years, and my experience has been nothing short of outstanding. They took the time to understand my financial goals and set my portfolio to align with those objectives. My portfolio has grown beyond my expectations, they stay focused on current events and make the necessary adjustments to my portfolio to sustain its growth and financial stability. I also appreciate their advice on other services such as home improvement, trust planning, and insurance. I highly recommend Gregory and Jen.

Rick Woodward We have been with Edward Jones for a number of years. We recently moved to Amelia Island and decided it would be easier to have our financial advisor here and be able to do face to face meeting. OMG what a difference Crystal has made in our first couple meetings. I feel like I am working with a totally different firm. I have to say people make the difference and Crystal has made a big difference. In my opinion she has gone above and beyond my expectations. She is helpful, listens well, explains well, follows through and I just feel like she takes everything so personal and wants to do the best possible job she can like these are her investments. But yet allows you the freedom to be creative so you have your touch on the investments. I cant say enough good things about her and her awesome assistant Michele. My wife and I feel extremely comfortable and trust them. I cant say we have had that feeling in the past with a couple other Edwards Jones advisors we have worked with. I highly recommend Crystal and Michele if you are looking for people you can trust.

Bob Gianino Very professional listened to my goals and what they could do for me to reach them would most recommend them to anyone great people ☺