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

Taylor DeYoe Jenna at the Inverness branch has been so incredibly helpful, is knowledgeable and has gone out of her way. I cannot thank her enough. GIVE THIS GIRL A RAISE

James Smith Working with the professionals at MFP has been a real pleasure. We needed help managing assets and found exactly the right financial planner. They listened and helped us find investments that fit our comfort level. Choosing MFP is one of the best financial decisions we have ever made. I highly trust and recommend them. Thank You Chris, Jordan and Carter

Eugene Satterfield The Milton branch is the best ever wouldn’t trade them for nothing. Amanda, Alexis, Jen, and Bri are the best!

steven cohen Outstanding Experience – Highly Recommend! We had an amazing experience working with Josh to sell our home! From the very beginning, he was professional, knowledgeable, and incredibly responsive. Josh guided us through every step of the process, offering expert advice on pricing, staging, and negotiations. Thanks to his dedication and strategic marketing, our home sold quickly and for a great price! What truly set Josh apart was his personal touch and commitment to making the process as smooth as possible. He went above and beyond to ensure everything was handled efficiently, and we always felt like a priority. If you’re looking for a real estate professional who is not only skilled but also genuinely cares, we highly recommend Josh and his team. We couldn’t have asked for a better experience!

Sandra Agrait Thank you to Mellisa receptionist that was kind and made me feel at home. The staff there was fast and efficient and my taxes were done fast good prices and they ordered all my documents in an app where it is easy to receive updates and makes it easier for us the public. Again thank you to Mellisa she is the fave of the company when you come in and to me that is extremely important to be comfortable doing business will return.

Michael Niederbrach Very professional and straightforward. Coming from a person that is not great at finances and does not know much about investing or saving, he made it extremely easy and was great at explaining everything. He is always available and responds quickly to any question I may have. Highly recommend!