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

Truist - Brooksville
Scott Petricone Had great experience with Joseph Dyer I had multiple questions for him on a Monday morning he was professional and courteous. Had to find a answer from his legal dept in reference to opening estate account told he would call me in afternoon and he did with all my questions answered.
5 /5
michael paul guarino financial advisor ameriprise financial services llc fl

Michael Paul Guarino - Financial Advisor, Ameriprise Financial Services, LLC - Titusville

Mr. B Wealth Management - Orlando
Amy Rodriguez Mr. B is very professional and personable. His knowledge about retirement planning is unmatched compared to others I went to seeking assistance. As a divorced mother of two, I needed to make sure my money was working for me and prepare for the "what ifs" and Mr. B helped me do that. Now I feel secure for the future and my family. Thank you Mr. B!
5 /5
truist fl 33021

Truist - Hollywood
A Z Carlos was very nice and professional! We stopped by a Saturday to get some details about our account. The manager is also great assisting everyone in need. The staff is great! Please set up Appointments!!! So that you can be assisted in the best way possible!
5 /5

Cardtronics ATM - Starke
John V Easy to get to easy to use
5 /5

Madison Natural Gas Department - Madison
Gabby Ross Susan was so great and helped us understand how everything we needed worked
5 /5

Delgado Private Wealth Management - Naples
Krystal Volpe Jesus walked us through the beginning steps and ways to prepare for future goals. He was patient and explained things in a way you could understand. You can tell he has the clients best interest not his own, I have not experienced that with any other advisors I have spoke with. Jesus is very professional, knows what hes talking about about, and will help many people!
5 /5

Advance America - Defuniak Springs
Kimberly Barnes I had an awesome experience they took really good care of me. Very sweet I will definitely do more business with them. Thank you so much Cathy and Cassie!
5 /5

Northwestern Mutual - Panama City

Wells Fargo Advisors - Stuart
Larry Rich I have over 100k invested here and requested a rollover almost two months ago. I am only getting run around at this point. Beware if you invest here.
1 /5