Private Wealth Management at Heathrow - Ameriprise Financial Services, LLC - Winter Park (FL)

Erika Steele I’m so grateful for the incredible support and encouragement I received from Morgan Financial throughout the entire home buying process. From start to finish, Jasmine, Mary, and Lindsey were absolutely amazing to work with. They made the experience so much more pleasant and less stressful than I ever imagined it could be. Their patience, kindness, and constant communication made me feel confident every step of the way—they truly held my hand through it all. I always felt like I had a team behind me who genuinely cared. I’m so glad I chose Morgan Financial and would highly recommend them to anyone looking to purchase a home. Thank you all for helping make this dream a reality!

kristy0628 I chose to move my finances to Charles Schwab after recommendation from a family member. My financial advisor, Andrew Gibson, has provided constant support and sound financial advice.

justin nichols Connie is great to work with on our taxes and really simplifies the process! I feel that the price for our taxes was also less than the last year or two, which is a relief in these times. Finally, we already work with Keith regarding our investments, its just nice to go to the same office and get the same great service in other areas of our finances. I rate Capstone 10/10 for putting their clients first! Justin Nichols

Syd Michael Finally after 15 years of BIG banks Mrs Breana Boatright has brought back that personal small bank feel with excellent service. I highly recommend First Federal Bank to anyone who is sick and tired of all the others.

Lori King What can I say about Kevin and his wonderful staff at Edward Jones? Back in 2017 when my father passed away. I inherited. some money. A good friend had recommended me to Kevins company. I called and they got me in right away. Im not one to rushing into things, however after speaking to Kevin I knew this was someone I could trust and felt comfortable with. He was very patient with me and explained things very clearly for me to understand. It has been over six years since Ive been with this company and couldnt have made a better choice. If it wasnt for Kevin, Katie or Tina I dont know how I could have gotten through so many ups and downs in my life. Im truly blessed to be a part of such a wonderful company and to be treated like family. What a great amazing feeling. I would highly recommend you give this company a chance. My life is so much better knowing I can trust someone who has my best interest at heart. Thank you, Kevin, for everything you do. You really are the best. Love you guys.

Terry Smith Glad I am a member of this great establishment. Everything is pretty good and there have been no complaints.

Barna Feher Ive been waiting close to six months to receive my spring disbursement, the same thing happened in the fall. Ive gone at least a dozen times in person and was given inconsistent information regarding updates. Twice I was told Id have the money by the end of the week, months ago. I went to the college presidents office and have spoken to student affairs. The updates always promise a resolution in the near future that never comes. Ive now taken multiple finals and I am now halfway through another semester. I just hope it gets disbursed before the summer aid and that I wont have to go through the same thing a third time. I dont feel like the college cares about its students.