Ellisor Wealth Management - Ameriprise Financial Services, LLC - Fleming Island (FL)

Rochelle Spilde Recently built a home in Citrus County and Melissa helped me through the construction phase and then helped me negotiate the best deal she could with the rising cost of insurance. Excellent service!

Paul Ferr Jorge did an excellent job reviewing everything with me on a debt consolidation loan, highly recommend! Ask for Jorge in Hialeah office for assistance. Thanks for all your help!

Beau Walker Its a pawn shop

Andrew Dumas If you are looking for an Investment company that can help you understand the market, guide you towards a fruitful retirement , and takes the time to educate you on different financial services that will benefit your life, Ameriprise is the company for you. Oscar Tapia and Jason Tapia took their time to guide me through different plans and were patient with me to make sure I was making the right decision for myself. As someone who is just getting into the investment world they gave me all the knowledge and tools needed to make an educated investment choice. They are the best and I will recommend them to everyone.

Steven Heuser For the past 10 years, the team at Wilmarth Private Wealth Management, particularly Steve, Victoria, and Cole, has been an invaluable partner in our financial journey. Their holistic approach, which extends beyond investment management to encompass risk management, estate planning, and comprehensive financial planning, has provided us with unparalleled peace of mind. Their guidance has played a significant role in achieving our financial goals. For example, their strategic investment advice has helped us grow our retirement savings by 70%, exceeding our initial projections. This has not only increased our financial security but also reduced our overall financial stress allowing us to retire earlier than anticipated. We particularly appreciate the personalized attention we receive. Their expertise in long-term care insurance was instrumental in helping us make informed decisions about our future healthcare needs, alleviating a significant source of anxiety. Additionally, I regularly ask for and receive real-time advice on major spending decisions such as home improvement and car purchasing helping ease the worry of these choices. Furthermore, Wilmarths proactive approach to financial planning has allowed us to anticipate and address potential challenges before they arise. Their ability to navigate complex financial landscapes, such as tax optimization and estate planning, has been invaluable. We highly recommend Wilmarth Private Wealth Management to anyone seeking a trusted and experienced financial partner. Their commitment to client success, coupled with their personalized approach and comprehensive financial expertise, makes them an exceptional choice for individuals and families at every stage of life.

Kelsey Fischer Brad is extremely knowledgeable, professional and compassionate. He cares about his clients and takes time to explain things. We have worked with Brad for about a year and have had a wonderful experience with him!

Roger Slater Jim Ronecker was absolutely amazing. I cannot say enough good things about him and this company. This is my first time buying a home, and they took me through the process step-by-step. It was the easiest part of buying my home. I cannot think Jim and the rest of his team enough. Amazing job Guys,. Keep up the good work And thank you for making the dream of owning my own home possible.

Mario Honest and transparent service. They helped me to get approved for business funds in like 2 days. Thank you Arnold and team!

Alexey Husak Did my tax return with them last year. Friendly attitude and knowledgeable people. They described me a lot about procedure of tax return process

Josie Val Wonderful