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

Jorge Frank I live in Indiana and use Merrill Lynch. I am looking for a home in Florida and came across the post below while looking at nearby places. I lost a ton of money during the pandemic, but my advisor said to just wait. All the people who pull their money will soon stop, they will loose a ton and then put it right back in and things will get back to normal, I know its hard to do that, I lost $140K was at -23%, but within 5 months was back $230K and +16.5%, so almost 40% change in 5 months, thats crazy. No one would have guessed either of those would have happened. I had just invested my money a few months ago, and thought, I am going to loose it all, but I listened to my advisor thank god. They tell you they dont know the market, because they dont, no one does and if they say they do stay away from them, they are a fraud. They can only base their decisions on history. I have been with Merrill Lynch for almost a year, and have had no issues yet. I have my bank account with Bank of America who owns Merrill Lynch and I like the way they migrate together.

Tran Ngan I’ve been working with Elizabeth for over 8 years now, and I can confidently say she’s one of the best in the insurance business. We’ve been through a lot together—multiple policies and assets—and she’s always been incredibly responsive, proactive, and helpful every step of the way. Elizabeth truly takes the time to find the best deals and coverage options, and she does it quickly and efficiently. I really appreciate her dedication and expertise. Highly recommend her to anyone looking for someone reliable and trustworthy in the insurance world!

Darius Caswell I received exemplary professionalism from Howard Lawson in preparation of new home insurance policy. I would recommend JD Insurance providers to everyone, who has interest with a firm that streamlines home insurance coverage that meets the needs of their clients, and an insurance representative that embraces consummate customer service.

Karen Dennis An amazing, caring and knowledgeable group of talented professionals.

Barbara Williams Warm up

Steve Davis I have been a client of Robs for ten years. I trust Rob and his team to completely understand my needs and look after my interests. He is an effective communicator, good listener and adept at explaining current market conditions and the team plans to keep my accounts on track to meet my goals.