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

Nathalie Gonzalez I’ve been doing my taxes with this company for many years. Even though I moved to Florida I still do my taxes with them . That is how good and satisfied I am. I definitely recommend this company to others. Great professionalism and service. Oscar and his team are amazing!

Luke Loewen I went to an event Dan Wendol hosted in 2016 and was very pleased with the content and Dan. The fact that it he held it at a local brewery was fun too! Weve been in touch many years since and Im very happy to be working with and knowing him. I would recommend Dolphin Financial to anyone.

Susan Killimett Very professional, informative, helpful and courteous. It was a pleasure to meet with Patrick Norris and discuss opening an account with Ameriprise and learn some of the options that are available concerning looking at the stock market and purchasing.

Jeff Walk Pretty easy experience. Michelle in PSL was super friendly and helpful.

Jeff Rogers Lolita and her staff are extremely knowledgeable for all of your tax needs. Always helpful.

Carlos Rodriguez Honest person very professional to work with and he knows his programs.

Erin Morris Rachel is fantastic!! Makes everything easy to understand, is extremely helpful, and friendly! Highly recommend giving her a call or paying her a visit!