Raymond James Financial Services - St. Petersburg (FL)

Contessa Absolutely the best wealth management group we’ve had the pleasure of working with. Charisse Rivers had taken our investments to higher levels and we can’t say enough. She with her team of professionals understands the customer, their concerns and end goals. We couldn’t be happier.

Two Dollar Bill Tipper Love working with Reina, I have known her for years from a past business relationship and when I needed financial help, I knew who I would turn to, Reina Schlager. She provides excellent service and really explains all the options.

TDE This company enabled us to pay off our debt and have hope for the future. I always enjoy meeting and working with their agents and they have a really good customer focus, especially compared to other companies.

Cameron Amend Jordan Lacy has been incredibly helpful in simplifying my finances and guiding me toward my goals, while teaching me along the way. He is professional, knowledgeable, and always make me feel confident in the decisions we make. Highly recommend his services!

Pam DAmbrosio Excellent, friendly, clear comprehensive assistance. Wish I made contact with this firm for my previous legal needs.

Patrice Merritt Adam has been my financial advisor for six years. He has never steered me wrong and always teaches me something new when I visit his office. This is what financial management look like.

K. Baker I have nothing but good things to say here. Dana was on point today. She was very professional, efficient, and engaging throughout the process, although they were limited on staff. If I had to be an advocate for pay raises, she would be the one Im speaking for. Thumbs up! Great job! Thank you for your efforts.