North South Wealth Management - Ameriprise Financial Services, LLC - Lakewood Ranch (FL)

Marilyn Brady Just a quick review to say that I had the pleasure of working with Noel Siddall yesterday at the Okeechobee Branch. I seldom write a review, but made this exception as Noel was exceptional. She was refreshing to work with, in every aspect--from her quiet yet confident manner, to her knowledge of what needed to be done, to her consideration of my time. Noel was also able to clearly communicate what steps needed to be taken and in what order, etc., etc., etc. I could go on and on. She is someone who "has it all", and I see her as an extremely valuable asset to Seacoast Bank for years to come. She is POTENTIAL PLUS! So, while Im typing, I want to say that I have seen a very positive change in this branch, as every person I have worked with has been a "cut above"--just like the days past. I would name more names but there are 2 girls of whom I dont know their names and wouldnt want to leave them out. So, "kudos" to management for hiring and training these girls. Keep on with the upward momentum and congratulations!

Lisa Magary Al is great! He helped me consolidate all of my 401k and well as set up a simple IRA for my staff. He is very knowledgable and easy to work with.

Chad Raffield Fantastic local bank. Friendly and professional staff that are still there since the bank transitioned to One Florida Bank.

Travis Talbert Office staff was great. A very easy and understanding of how to proceed with a bankruptcy. Pricing is great too. Wont break your bank.

Silvia Britez Daphne very professional. Smiling and nice treat and helpful

Jean Perry John has been my familys stock broker since early 1980s. He, Ken and Melanie are easy to work with. They streamline transactions and are honest and trustworthy. Im thankful for their help in transitioning inherited stocks.

Margret Streetman Kevin is a wealth of knowledge! I never feel like I have enough time to ask all the questions that I have for him. He knows how to grow wealth in the markets because he knows then like the machine they are. What an asset having him in my life.

Mark Berkowitz Great investment with high interest rates and relatively low risk. Can diversify investing in notes to keep risk even lower. Its been a pleasure dealing with RICHARD. He is knowledgeable and always there to answer questions. Highly recommend this investment.

Lynn Harris I moved all my financials to Totus Tuus many years ago. I have also recommended to my friends and family that Frank is the St Augustine place to go for safe financial investing. Frank takes the time to explain financials to me whether it’s investing, taxes, wills or just questions I need clarification on. The staff at Totus is always personable, smiling and helpful. They are the best for me in St Augustine and I plan on continuing our business plan for many years. Thank you Frank and Totus!

Judi Davison William and his team are the best