Keywords: Financial gulf coast wealth advisors: jeff labelle fl

Gulf Coast Wealth Advisors: Jeff LaBelle - Sarasota (FL)

Address: 🏡 2033 Main St SUITE 103, Sarasota, FL 34237, USA
Phone : +1 (941) 362-0700
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJxUSO3WRAw4gR_oxurvihIqs
#Florida

Garrison Wealth Management - Mt Dora

Jennifer Made an appointment to discuss investments with Bob, we talked for an hour. Gave him all my information to have my rollover IRA transferred to his company to have him manage. Sent over the additional information he needed via email and never heard from him again. I emailed him & called his office twice. His receptionist told me the first time I called that he was out of the office. (Which I took as out for a meeting or something) Then when I called a week later she said he was still out of the office in North Carolina. I told her I wished someone would have told me he was on vacation vs just “out of the office”. She laughed and said “well he has an office there & he should be able to return your emails or call you” I told her how unprofessional this whole situation was. After that I still didn’t hear back. Now after a month if not longer I have emailed Bob yet again to inform him and just have it documented that I do not wish to have him handle my roll over IRA and that I was very disappointed in the lack of professionalism. Of course no email back. Please take your business elsewhere if you want to have someone who is professional and reliable.
1 /5

Retire Orlando, a Member of Advisory Services Network, LLC - Orlando

Claire Pillarelli Working with Scott has been great and I kinda wish I would have engaged with him sooner!! After years of self-managing my investments, I needed & wanted the confidence of a financial professional to help me navigate through post-hurricane money & property woes and also make sure none of that derailed my retirement goals. After just a couple months, I feel a huge sense of relief to have Scotts expertise and support in guiding my investment strategy now. Its been an even bigger bonus to have his guidance with the turbulent changes in the stock market over the last few months! I enjoy reading his newsletters each month and know I can reach out with any questions, concerns or guidance on paths to take when the marketplace is uncertain. If youve been debating on whether to work with a professional financial team...stop pondering now and just reach out to Retire Orlando today!! You will be super happy you did!
5 /5

Wells Fargo Advisors - Panama City

Moo Brannon Friendly and professional service, A all around great experience.
5 /5

Unique Wealth - Tampa

Gun Trader Den Nothing but fantastic experiences here despite most of the industry acting like its the wild west
5 /5

Mariner Finance - Kissimmee

A Gib I had my first time that I visited Mariner Finance on John Young Parkway in Kissimmee, Fl for unexpected expenses. I found the employees cordial, professional, and knowledgeable. I was informed to bring in certain IDs and paperwork for my appointment on June 9th. Everything went smoothly without any problems. I highly recommend this business. If I need help in the future, I will gladly call them, again.
5 /5