Gratium Wealth Planning - Ameriprise Financial Services, LLC - Palm Coast (FL)

Brad Gregory I have known Erik for several years as the Treasurer for our non profit and as a friend. I can say without any reservations he is trustworthy, smart, loyal and committed. He’s earned the trust of his fellow board members and from me, in that I referred my daughter and future son in law for financial advice. His knowledge of finances and investing is second to none Brad Gregory

Melanie Quail Called to schedule an appointment to revue my upcoming tax return since I had changes in my income. They were able to see same day. Gail explained my options and showed me what to expect for next years filing. Gail is very welcoming and has handled my returns since I moved here. She knows her stuff! H & R Block is lucky to have her representing them.

William Cooper Immediately after hurricane Michael I needed a notary for paperwork to get my roof replaced. I walked into centennial Bank with no account and they provided me with a notary for no charge. Back then I was so grateful for any good thing that could happen and they sure did step up and give me that good thing. So I just moved back to the area and opened an account at centennial Bank today. Thanks to the teller back 3 years ago and Tiffany the manager. Good people good bank!

Stephen Simpson Super nice folks here. Helped them move their network and phone system.

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!

Priscilla Nunez I have been doing my taxes with John for the past 15 years. He is upfront, professional, and his staff is knowledge and friendly. His prices are reasonable and the location isnt hard to find. Hes awesome wouldnt take my taxes anywhere else.

Kristina Crockett The staff was great. Jennifer was very friendly and professional. It was a quick process. Definitely recommend.

Dawn Vishey A shout out to Carrie Coats of Ameriprise Financial Services. Its important to have financial discussions especially during these times. Carrie and I teamed up for an Pickleball and Financial Wellness clinic. As Carrie guided us through the current financial climate she was fun, informative and tied it back to a sport we are all watching grow exponentially. Thank you The Pickleball Haven of Naples, Pro AM Tennis and Pickleball and Ameriprise Financial Services for your forward thinking and delivery of how personal finances and pickleball have in common: Communication, Risk Management and Goal Setting

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!