North Shore Wealth Management of Raymond James - St. Petersburg (FL)

Omar Beltran And and

Carter Jacobs I have an advisor who works here and was transferred from the Boca office. He is incredible and has great attention to detail and asks all the appropriate questions to helping you sustain your wealth and retire more than comfortably. Incredible at planning meetings, following up, providing valuable information, and keeping you in touch with your finances and how they are progressing. I recommend utilizing this office as their team will help you create generational wealth.

Suzette Jourdan These are fraudsters. they are using my personal residential address for the fraudulent business practice. DO NOT solicitate.

Bobby Do and Connector Carol Had a loan with B of A that had been paid off, but there were delays in getting the zero balance letter. Called this branch, was told by Charles to come in and hed help me out. Long wait, but Edwin was free and took the torch. Made a couple of calls and I walked out of there with a fax showing a zero balance. Couldnt have been better.

Victoria Dean There were no ambiguous terms or hidden costs associated with the J H Finance company loan, in contrast to other lenders. I felt informed at every stage of the financing process, which was simple.

Derek Lovett Love me some Rhonda. Great service and knowledge.

Paul Wagner Been coming here for years. Great staff.

Erin Greene Shivanna has been my savior at Farm Bureau! She is so easy to work with and makes things super simple and helps me better understand what I’m dealing with. She is always so patient and always has such a wonderful attitude and a smile on her face! So glad she is a part of Farm Bureau!