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

Ahava Yasharel Very knowledgeable & professional people

Alex Poo There are no words to describe Dianas attention, dedication, mastery of activity, and professionalism. At every step of the buying process, she explained all the details to me, making the process easy to understand, even when it was the first time I bought a home. Focused on every detail, always looking for the best for his client as if it were his own home. Without a doubt, if I were to buy another house, I would contact her without a second thought. You have all my recommendations. Keep doing that great job Diana. A million thanks from me and my family.

tyrwan payne My experience at this bank was good I got to get this capital city bank again I love these banks this would be my go to bank

Yamaha Rider My tax return was done in good time, and the staff were pleasant and accommodating. I will use JH in the future...Henry S.

Aj Williams This is a very unorganized unprofessional organization. I got an email to schedule a date for my interview and set it. When it came time for the interview no one called me for 15 minutes. I found the interviewers name and phone number and called. I didn’t get an answer so I texted her. She replied quickly with “ Okay what is the appointment for I kind of forgot”. I reminded her that it was a interview and offered to forward the email that she sent me in the first place. She then replies with “ Of course send me your name because the next step if I have to book follow up meeting for you so that we can go over the email and then let me know youre available lady for today please”. After I sent the email, I texted her and told her i was available now, but then she read my message and never replied. I replied again, she read the message and didn’t reply. I called the main office. A nice woman answered and apologized for the inconvenience, she rescheduled the interview at 7. I get called about an hour later from the original interviewer, and she immediately goes into the interview without introducing herself or confirming if I was who I was. I stopped her to ask her who she was. She confirmed and then tried to ask me more interview questions. I told her that I did not have the time for it now and if she knew it was rescheduled for 7pm. She goes on to say she knew and that she apologized for not responding and proceeded to blame it on a client that she was helping, none of which was communicated to me at all. After that call we were on for 7. It is 7:30 pm right now as i am writing this and she still has not called or texted, or even emailed. It’s a shame, because I could only imagine the poor service that the clients are receiving.

David Toback I give Lauren my highest possible recommendation. I refer my clients to her whenever I can. She provides outstanding, comprehensive financial advice and always has her clients best interests in mind. She has over twenty years experience and guides her clients through the good and bad financial times.

Mark Alphonso Iva and Blue Ocean Capital are not only a credible investment group, but they provide sound housing for many in DFW!

Maeghan M Ty has been extremely helpful with my family and Is financial needs! He is caring, personable and is able to assist you in ways you wouldn’t have known previously. Now my family and I are on track to have better savings, and look into building other assets we didn’t know was possible. Thank you Ty!