Hurlburt Financial - Lakeland (FL)

Andrew Dumas If you are looking for an Investment company that can help you understand the market, guide you towards a fruitful retirement , and takes the time to educate you on different financial services that will benefit your life, Ameriprise is the company for you. Oscar Tapia and Jason Tapia took their time to guide me through different plans and were patient with me to make sure I was making the right decision for myself. As someone who is just getting into the investment world they gave me all the knowledge and tools needed to make an educated investment choice. They are the best and I will recommend them to everyone.

Sam Nunnally These guys are fantastic. I work directly with Philip but I also know Marc and Elliott as well. They have all been involved in our retirement planning. As someone in the financial world, here’s what I like about this group: they are extremely flexible with the goals you set, have a wide range of products to maximize returns, and they do significant research on an offered product before they send it to their client base. A perfect balance of easy-going and razor sharp.

Robert Shaffer Not only has David Lampert been an outstanding friend, but he has continued to provide excellent services to my clients, family and friends. I would not hesitate to contact David for any financial advice.

Jayla Woodrum Anna Griffis does an amazing job taking care of my skin on a weekly basis. Always very atentive to my needs and what will work best for my acnic skin. She takes her time and makes me feel very comfortable and confident when we are done! I will continue to see her after she graduates!

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.

Anjie Coates Exceptionally helpful, and very quick to respond to clients needs. If you want an agent that knows you, and actually cares about helping you, this is the place for you. I cant say enough about how happy I am with them and their service. I highly recommend them. Youre not just a number, youre treated like a person and they want to help.

Mark Bruschi I am just getting started with Curtis and company however so far we are off to a good beginning.