Horizon Advisors - Ameriprise Financial Services, LLC - Lakeland (FL)

Kimberly Welborn Lorri Lammie was awesome. Everything was done in no time and with out a headache. I go every year and gladly pay the fee so I have one less thing to stress over. As always very happy with my refund amount.

Lisa Jackson Krause Capital Investment is committed to ALL your financial need (s). I’ve been a client of Krause Capital for 5-6 years, they’re advising me with my retirement portfolio. I have recommended them to my friends and co-workers. The Krause team is highly professional and patient.

Andrew Kocisky Dear Phillip, Thank you for your review. Accounts are immediately locked upon receiving transfer notification from the receiving firm, disallowing such action to occur. Investments that cannot be held at the receiving firm are then automatically sold and cash is transferred. This is standard industry practice. Best wishes to you and your family. Thank you, Andrew

penny mccarty Rachel did a great job! She was very friendly and helpful. Definitely would recommend going here 10/10

Geoff Cunningham Mike and Shoreline are a top notch group. They have enabled me to look at my personal financials with a more informed set of eyes. In addition, they have helped me to modernize my approach to being a professional in the modern workplace. I will be working with Mike for years to come and suggest you do the same!

Carlos Vargas Tim helped us with my life insurance policy along with other financial advice for myself and my business. Hes extremely knowledgeable and thorough! He made the entire process very easy for us and it never felt like he was just trying to sell us something unlike other agents we have spoken to in the past. Would highly recommend!

Janet Deixler This group pays Individualized attention to clients based upon the clients’ goals, intentions, risk-tolerance and specific special needs. They care about my family on a personal level as well as a financial level. I know others –who had worked with other financial advisors previously--who now use this group and they have been extremely pleased with the care, attention and personalized advice they have received. These people are happy with the sophisticated planning they receive from Nancy, Robert and Aron. Finally, it is comforting that they have multiple generations of planners at Weingard Wealth Management, because we know our family’s financial future has a future with them.

David Voss I visited the South Orlando branch last week with questions concerning my account. I was assisted by Joann Johnson who was courteous, kind and professional. She did everything in her power to take action and followed up in a timely manner. I really appreciate the service!! I recommend this institution to anyone.