Karl Hanna - Financial Advisor, Ameriprise Financial Services, LLC - Milton (FL)

Molly Pflueger Very professional and exact... well explained material. Plus a very friendly office.

The Office Kitchen We opened an account because our cafe is in the same building and it was the best idea. Regina Swift helped us open our business account and was so helpful every step of the way for all of our business needs. Its so convenient having them so close and everyone is always so helpful. The staff is also always keeping us up to date about promotions and ways to help our business grow. We recommend everyone to go here especially if you are a small business like us!

Brad Tilghman Walter provides sound guidance on market conditions. His years of experience are a valuable asset to anyone looking to invest in the market. Glad to have him in Port St. Joe!

John Ferretti Fidelity isn’t a bank more of investments. Sure they have a cash management account you can use for direct deposit but all this transactions you guys are trying to do isn’t going to happen. Everytime you need to you can call them they answer. You will get fidelity on the phone, it may not be in exactly Clearwater but you can get them on the phone and any transaction you can imagine is on the app not in person like your local credit union. That’s where the frustration is coming from.

Linda Jones Very helpful/informative web site. I was immediately advised I would be in touch with an Advisor within 24 hours. My Annuity Specialist contacted me and provided a wealth of information on the various types of annuities. He asked about my needs and goals and provided several options that would work well for me. He was very friendly and sincerely wanted to provide the best option for me.

Vendee Victores Delray Financial Group is outstanding! Truly a cut above. The President and CEO, John Nobile is knowledgeable and professional. He knows his business inside and out. I highly recommend.

Wade Patterson Thank you to Sylvia, Colleen and Vanessa for giving such great customer service. They were extremely helpful in addressing the situation.