Hall of Fame Wealth of Raymond James - St. Petersburg (FL)

Christie Grefkowicz I went and got something notarized stupid me forgot the paper I was notarizing at home so they went to the trouble of me sending it to them and then printing it out. They had me in and out super fast thanks guys!

Steven Heuser For the past 10 years, the team at Wilmarth Private Wealth Management, particularly Steve, Victoria, and Cole, has been an invaluable partner in our financial journey. Their holistic approach, which extends beyond investment management to encompass risk management, estate planning, and comprehensive financial planning, has provided us with unparalleled peace of mind. Their guidance has played a significant role in achieving our financial goals. For example, their strategic investment advice has helped us grow our retirement savings by 70%, exceeding our initial projections. This has not only increased our financial security but also reduced our overall financial stress allowing us to retire earlier than anticipated. We particularly appreciate the personalized attention we receive. Their expertise in long-term care insurance was instrumental in helping us make informed decisions about our future healthcare needs, alleviating a significant source of anxiety. Additionally, I regularly ask for and receive real-time advice on major spending decisions such as home improvement and car purchasing helping ease the worry of these choices. Furthermore, Wilmarths proactive approach to financial planning has allowed us to anticipate and address potential challenges before they arise. Their ability to navigate complex financial landscapes, such as tax optimization and estate planning, has been invaluable. We highly recommend Wilmarth Private Wealth Management to anyone seeking a trusted and experienced financial partner. Their commitment to client success, coupled with their personalized approach and comprehensive financial expertise, makes them an exceptional choice for individuals and families at every stage of life.

sean thomas I have been a customer for only 6 months. I have called and emailed Kaitlyn Sheffield a few times with CrawfordvilleFL office. This ladys professionalism and customer interactions are amazing!! When I have talked to her, she is always happy and willing to assist over the phone. She has told me shed look into questions and would call me back. She always calls me back on same day. I emailed her around the holidays and got her out of office reply. She replied to my email her first day back to work after her time off. Thank you for everything Ms. Sheffield.

Sandra LaFlamme EJ is a consummate professional in complete command of his products and services. He quickly and completely explains each product in which you might have an interest, and suggests others of which you might not be aware but which might benefit you. He is straightforward and prepared – as well as patient and genuinely interested in not only your situation, but the best possible outcome for you, as the client. I feel very confident that anyone I refer to EJ will have their long terms goals met and well tended by him.

Robert Musser Cant say enough good things about the people who work here.