Keywords: Financial oscar tapia financial advisor ameriprise financial services llc fl

Oscar Tapia - Financial Advisor, Ameriprise Financial Services, LLC - Punta Gorda (FL)

Address: 🏡 223 Taylor St #1126, Punta Gorda, FL 33950, USA
Phone : +1 (941) 637-9700
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJAcxkPYtX24gRxQRh0amDV7U
#Florida

Select Financial - Clearwater

Trelisha Knox They are the best to deal with!
5 /5

Jason Nardella - Private Wealth Advisor, Ameriprise Financial Services, LLC - Naples

Ms. B’s Science and Cats! Jason and the staff always make me feel important and comfortable. I trust his advice and am very satisfied with the many years that I have done business with him.
5 /5

Courson & Stam - Fernandina Beach

Cason Van Zant Melwin has been very responsive, organized, and patient when doing my business tax returns. Highly Recommend!
5 /5

Cheryl M Burbano - Financial Advisor, Ameriprise Financial Services, LLC - Wesley Chapel

Luis Collazo She have been my financial advisor for over 5 years. I always recommend people to her. If you are looking for a financial advisor she is the perfect person for that. She is super friendly and down to earth. She can also help you with you 401K or open an additional retirement account.
5 /5

Bank of America (with Drive-thru ATM) - Inverness

Marla Maccri My husband sure could use a new bank card. His is worn out and will not work. Tried on line and it said I had to call. Called and spoke to representative and he finally said you will have to go to the bank. Went to the bank and they said no you have to go on line. So cant get a card. Sad!
3 /5

Advance America - Eustis

Jennifer Shelton Ms. Megan is top notch! She had to work a couple hours but finally was able to get the funds to pay my parents electric bill that was gonna be shut off in the AM.
5 /5

Santa Fe College Guy Andrews Center - Starke

i pm Nice, very well maintained, historical building.
5 /5

Finance Solution - Seminole

Angela Logan Reached out to this company after reading a great review on Reddit. Was able to speak with a LIVE person and not asked to give any personal information. Several texts and a phone call with Scott, who was kind and thorough in explaining options for an RV loan. Appreciated he was not interested in "selling" to me but rather interested in helping me find the best loan for me. I would definitely call them again if in the market for a loan. They certainly have the customer at the forefront. Even the LIVE receptionist was a sweetheart!!
5 /5

Coastal Wealth - Fort Lauderdale

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.
5 /5