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

Kristi McKenzie I am grateful for Heather and Angela at Loyalty CU in Crawfordville. Everytime I use swing by to use shared branding they always greet me with a friendly smile and they are quick and efficient. Thank you Loyalty CU for having such wonderful tellers.

Hernandez Enrique “Iker” Today I was issue with my debit card but the lady Nancy very friendly helped me in my issue. This branch have a family and atmosphere friendly and very quick attention. Thanks a lot

Rick Gonzalez Fantastic company. Highly recommend the services of these individuals. Eugene Rodriguez is my advisor and extremely professional, personable and grounded to your needs!

Lee Ann Davis The staff here is great.

fred hernandez Robert is extremely skilled with tax paperwork I feel strongly in highly recommending his services I will be back to my taxes again and telling my family and friends.

Beth Brenkman Still waiting 30 minutes after a scheduled appointment with Joyce who is working with other people. No notice was given and were just sitting here. Will update review after we are seen/if we are seen. Update: As far as tax preparations go, it was excellent. Joyce is friendly and knowledgeable. Im still not happy about waiting and there was technical problems with paying our fees at the end. 2020 update. Back again and had the pleasure of working with Joyce, again. She helped us with the new W-4s and figuring them out. Highly recommend H&R Block and Joyce is invaluable. I hope we have the pleasure of doing business with her for a long time.

Teresa Emmons Jared Stately was fantastic to work with. He took all the time I needed to answer questions and to find the best plan for me. Jared genuinely cared about assisting me. He was very professional and knowledgeable. I look forward to continue working with Jared in the future. I definitely recommend Runway Financial Solutions to help anyone find their best Medicare options.

Ryan McAndrew Kiersten was absolutely phenomenal. She took the time to explain every detail in a way that was easy to understand and never rushed us through the process. She made sure we fully grasped each step before moving forward, which gave us complete confidence in the decisions we were making. Thanks to her, our family now has life insurance in place and a solid plan to save for retirement. We feel more secure about our future, and it’s all because of her expert guidance. We highly recommend working with Kiersten—she’s knowledgeable, patient, and truly has your best interests at heart.