Morris Wealth Advisory Group - Ameriprise Financial Services, LLC - Boynton Beach (FL)

Manuel Casido Very helpful, honest and informative. Would definitely recommend.

John S Ive been utilizing UFS for my portfolio for over 5 years. Both Lisa and Marissa have always been there to answer my questions and provide me with sound and beneficial financial advice along with wonderful investments tailored to my specific needs which have always appreciated in value. I highly recommend them for your financial needs.

Connie Caban This team is very prompt, professional and patient to answer questions. I have life ins policies they reviewed for me to consider changing to long term care coverage. They provided me with a rate of exchange after comparing several companies. Highly recommend for this and financial advising.

Daniel Marks Let me just say, THIS IS THE BEST BANK I HAVE. They out do Navy Federals interest rates, and Meagan Forehand in the Bonifay branch is THE MOST amazing representative I’ve ever worked with. The customer service is unbeatable and I really feel taken care of as a Active military member. Gosh I love this bank.

Giovanni Rossi I was approached by a Coastal Wealth professional while at a restaurant and after a small conversation, I decided to take the meeting. Thankfully I did! Matthew was professional from start to finish and helped me with all of my insurance planning that I had been putting off for years. I plan to continue working with this firm for all of the financial planning needs.

Kristy Fackender Moffat Tryssa is wonderful to work with! Shes a true professional, keeping her clients needs at the forefront of all decisions. Shes a wonderful choice to help you with financial planning, whether personally or for your business.

Denise Lewis Thank you Mrs Dorthy. She was fast and helpful. Definitely will be visiting this location again.