Keywords: Financial david berry financial advisor ameriprise financial services llc fl

David Berry - Financial Advisor, Ameriprise Financial Services, LLC - Clearwater (FL)

Address: 🏡 18514 US Hwy 19 N STE A, Clearwater, FL 33764, USA
Website: https://www.ameripriseadvisors.com
Phone : +1 (727) 524-3000
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJvyyEyllP5IkR2LPV5pQ7lYY
#Florida

Wealth Enhancement Group - Sarasota

David Smith My wife and I are newly retired and new to Southwest Florida. We were seeking a local fiduciary to assist us with our retirement nest egg. Full disclosure, I’m a bit “High-Maintenance” when it comes to retirement investments and returns. When we met Laura Mattia at Atlas Fiduciary Financial, LLC. we were so pleased. Laura is well educated, experienced, and certified in financial planning. Laura’s approach is genuine and not cookie cutter like some other planners we had contacted. You can’t be a fiduciary if you do not hear your clients. Laura listens to us, she speaks confidently, she presents investment options, and guides us but allows us to make our own decisions. To date, our investments have all exceeded expectations. We truly feel she cares about us as her clients. We consider Laura and her staff as our friends and we look forward to our next meeting. My wife and I strongly recommend Laura and Atlas Fiduciary Financial, LLC. for all your financial needs.
5 /5
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MortgageRight of Punta Gorda - Punta Gorda

Tammie Craft Jon Stoneburners communication was top-notch — I always knew where we were in the process — and the worked hard to get the buyer the best possible rate. Closing was on time and completely smooth. I highly recommend Jon to anyone looking for a professional, trustworthy, and responsive mortgage lender.
5 /5

OneMain Financial - Stuart

Tanielle F One Main is great! Excellent customer service. My most recent experience was with Shelly, and Ive worked with Maryann in the past. This office does their best to help you succeed. Thank you again!
5 /5

GTE Financial Credit Union - Tampa

Tee Fonts A+ service. Johana was wonderful! I did not have a wait. Parking was free & hard to find your first time, go to the apartment entrance and follow the signs or call an agent.
5 /5
trulieve bartow dispensary fl

Trulieve Bartow Dispensary - Bartow

Jenn M I exclusively shop at trulieve and I absolutely love their products! I think they have the best out of all the dispensaries around here. They have a great loyalty program as well. I mainly shop here at the Bartow location as it’s close to home, I almost always place my order online. I do the online check in for express pick up. I hardly ever have to wait very long if at all. The staff is always GREAT and helpful, I have never had an issue here. Sad to see all the bad reviews. They will always have my business!
5 /5

Live Oak Insurance, Inc. - Live Oak

Jennifer Capacio-Ton Highly recommend, and even though I picked another provider, Dawn. She was so professional yet had a personal touch. Thank you for such a great customer experience
5 /5

Truist - Eustis

Phyllis Smith Whenever I need help, someone is always available. Theyre friendly and not afraid of laughing. Ive had this co.(before it was Sun Trust) 23 years before Truist took it over
5 /5