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

Ramona Richardson Always up to date information available to Any client anytime Terrific Health share advice always caring / compassionate .

Tommy Bell Very friendly. Gets to know you and cares. Never hurried or rushed

Carter Jacobs I have an advisor who works here and was transferred from the Boca office. He is incredible and has great attention to detail and asks all the appropriate questions to helping you sustain your wealth and retire more than comfortably. Incredible at planning meetings, following up, providing valuable information, and keeping you in touch with your finances and how they are progressing. I recommend utilizing this office as their team will help you create generational wealth.

Leon Reval A YouTube video featuring Dustin and Jazz Wealth caught my attention while browsing the internet. This chance encounter prompted me to undertake a comprehensive assessment. Following an exhaustive review, I felt assured enough to allocate my life savings to Jazz Wealth for the purposes of growth and development. Amidst a multitude of investment companies, Jazz Wealth distinguishes itself as a superior resource and investment opportunity.

Micheall Thomas I went to the Keys Federal Credit Union branch in Stock Island and had such a pleasant experience. The teller Frankie was so nice and helpful. Im handicap and she opened the door for me coming in and going out. She was so polite and friendly. I told her what I needed to do and she directed me to Ms. Rubi who also was friendly and polite. Rubi answered all my questions and was so sufficient. Before I knew it my business was complete. All with a smile.

Lindsay Strand Mary and her team are true partners. I credit them with so much more than investing our money. They have done that well. But what sets them apart is their ability to help us make clear plans and then work the execution to achieve the goals. They are accessible, creative, willing to communicate with our accountant and other partners. You will be in good hands with this group.

Nancy Lightbody Ive been with Blue Wave Wealth Management for a long while, and I can confidently say that choosing them for my financial planning was one of the best decisions I’ve ever made. Thanks to their expert guidance, I’m now enjoying a comfortable and stress-free retirement. Joe Salahshour has been my trusted advisor . His experience, attention to detail, and genuine care for his clients truly set him apart. He doesn’t just manage money—he builds lasting relationships. Joe has always treated me like family, and he’s done incredibly well by both me and my loved ones. I have full confidence in his advice and his approach to wealth management. If youre looking for someone who will always put your best interests first, I highly recommend Blue Wave Wealth Management and Joe Salahshour.

Jesus Perez As professional with a background in tech, I value clarity, strategy, and results—and that’s exactly what I found working with AllGen Financial Advisors over the past 5 years, especially Karen! She took the time to understand where I was starting from and met me there with compassion, bringing a level of professionalism and expertise that helped me eliminate 100% of my student loan debt in under 12 months so I could pursue my dream of moving across the country—a milestone I still pinch myself about! AllGens approach is both personal and data-driven -- and their fiduciary responsibility means you can trust their advice is always tailored to your unique situation and designed for optimal returns. Whether youre just starting to get a hold of your finances or a seasoned investor, please consider the team at AllGen - theyll have your back and accelerate your journey to financial freedom.

Chad Prescott Great investment firm.