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

Pat Pitula Im impressed with how sincere this consultant team is in helping achieve stated goals, with complete integrity.

ax haddad The services provided by Liz Baker and Joel Marquez at Voyage Retirement Solutions has been above and beyond exemplary. Voyage came highly recommended by a colleague and after working with Liz for the last few years I can honestly say that she has made an incredibly positive impact on my life. She is a top notch advisor who combines savvy financial knowledge with genuine humanity and compassion. Joel’s expertise in Medicare and health insurance is unsurpassed. He is both conscientious and caring with his research and advice. Contacting Liz and Joel at Voyage has been the absolute best financial decision I’ve made leading into retirement.

William Johnstone I called customer service and was prepared for the typical series of phone mail jail options. Jacob Fifer answered in short order and listened to my reason for calling, gave me the email address to send a wind mitigation report, waited on the line to make sure he received it, asked me to wait while it was uploaded and then scheduled a follow up call for next week!!!! Unbelieveable. My faith in humanity is restored.

Joe V Delphine truly comes from humble beginnings, I know because we were right next to her with our business when she moved into the town of Monticello. I came to her with problems with my prior tax guy. The IRS was penalizing me over $12,000 for his mistakes. It took some time but she was able to exonerate me. Not only that but Ive never received refunds like she was able to get me. Shes very intelligent and treats every client one on one. She does both our business and personal taxes. If it wasnt for her Id be in a different place (and not a good one). I want to thank her publicly for all shes done. Thanks Delphine, your one of a kind.

Emily Young So thankful to have found Eric! This is our second year using him to enroll in our healthcare plans and he makes it so stress free and easy! Highly recommend him to anyone looking for insurance.

Carol1 We have been clients for over 20 years, Clinton has been a mastermind of our financial well being. The Staff is also a tremendous asset.