What Clients Are Saying Kathy Crowley - Financial Advisor, Ameriprise Financial Services, LLC (GG)
5 /5 Jan Aker: The results speak for themselves, backed by the unequivocal dedication of her entire team. We as a family always feel she’s there , she listens , and goes the extra mile !
5 /5 Michelle Ginn: Hands down the absolute best. So knowledgeable. Amazing staff. Could not recommend more highly
5 /5 Scott Pelletier: Kathy was excellent at explaining her strategy. I plan on doing more business with Kathy over the years. I highly recommend her
5 /5 Jerry Waterman: Wonderful person to work with. Always looking out for my investments. Everyone in her office is great. Always professional , helpful and responsive
Christopher Yates We have been using the Winter Park Schwab office for a few years. We have always received promo, professional and friendly service from Eve that we have dealt with.
Mary Krause I have been a client with Chell for decades. I have been extremely pleased with Nelson ever since he joined the firm. He is always accommodating and always has helpful suggestions. I find he is constantly on the ball with trending changes and always on the lookout for what is best for my financial situation. This is a customer-oriented business and they are quick to respond and act in the best interests of their clients. Nelson keeps on top of things and imparts valuable input regularly. I highly recommend this company for everyone’s financial wellbeing.
BOB VIGNA Core has been our financial advisor beginning in approximately 2010. They have performed extreemly well with all aspects of financial guidance, investing and managing our retirement assets. We highly recommend them.