Keywords: Financial lee pence financial advisor ameriprise financial services llc fl

Lee Pence - Financial Advisor, Ameriprise Financial Services, LLC - Lakeland (FL)

Address: 🏡 4927 Southfork Dr, Lakeland, FL 33813, USA
Website: https://www.ameripriseadvisors.com
Phone : +1 (863) 688-6863
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJG2W8Hho53YgRmczANWPdIRw
#Florida

CorpoTax Financial Inc - Hialeah

Jennifer Camejo They are the best. Always doing my taxes with them. Very professional
5 /5

1st Choice Jewelry & Pawn - Okeechobee

John Wilson For a pawn shop, these folks are top notch. Very friendly and helpful. Theyve been in the business for many years, locally owned & operated and will bend over backwards, so to speak lol, to get you the cash amount youre seeking. The store itself has a good selection of products for sale and they have an inhouse jeweler who can install a new watch battery or even repair broken bracelets, necklaces, etc. Ive used them for numerous things including jewelry repair, watch batteries and short term loans. I highly recommend them.
5 /5

Connie Sullivan - Aflac Insurance Agent - Perry

Carol Upshaw They are very courteous and file claims promptly good service with Mrs Connie and her assistant Mrs Iris
5 /5

Skloff Financial Group - Naples

Roger Desmond What we love the most about Aaron is his availability to clients with any questions they have regarding their financial situation. His attention to detail, listening, and engaging with us to be sure we understand are out of this world. How often can you carry on an unscheduled call with someone you feel gives you their full attention and even looks up things youre asking about while on the phone? Aarons ability to explain things at a technical and granular level in such incredible detail, then turn around and make it understandable for "common folk" like us, is a trait that is sometimes overlooked in this field of work. His ability to TEACH so you understand vs. be TOLD is a complex skill to master. I felt that other advisors become frustrated with engaging questions that maybe they didnt know how to answer and just followed up with what felt like, "let me do the thinking here. Thats what youre paying me for". Unlike other advisors that post that they are simply CFP, Aarons education in accounting and Masters in Business Administration (MBA) shine through when explaining his thought process with a particular investment or question from us. After I looked up what it takes to be a Chartered Financial Analyst (CFA), I know for sure that isnt an easy accreditation to earn. You have to be an intelligent guy to get to that level. Knowing that we are working with someone who doesnt simply type into software a risk level and a clump of ETF is spit out is what separates Aaron from the rest of the pack. Keep it up.
5 /5
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TFR & Company, Inc. - Key West

Alina Mekhtiieva Highly recommend TFR & Company! Timur and Shawn are very helpful, knowledgeable. For the last three years they were helping me to file my taxes, just recently they helped me to open a business. Fast service! Friendly staff! Never had any problems with them.
5 /5

Calhoun Liberty Credit Union - Blountstown

Tolicia Roberts By far best credit union I have ever had . I had the pleasure of working with Alicia . She was super reliable,friendly , knowledgeable, and fast. Customer service is beyond a 10/10.
5 /5