Seth Rhodes - Financial Advisor, Ameriprise Financial Services, LLC - Vero Beach (FL)

frieda romanchuk N&L Wealth Builders: Nick and his super staff are about the client’s needs first. Since becoming clients about a year ago, we have attended various ‘client functions. Nick does some educational reviews and updates, we socialize with other clients, and we have some fabulous meals. Sometimes we drop by the office for reasons other than an appointment with Nick. We are recognized immediately upon entering the office by the staff. If Nick doesn’t have an appointment at the time, he comes out to say “Hi!” The office location is convenient to where we live AND we have options depending upon JAX interstate conditions! The ‘client events’ are at various locations so we attend the ones that again are most convenient. Nick is well worth listening to.

Honey Badgers Bee Farm Corey Was easy to work with and he was very informative and forth coming with loan info.

Matty B I use to paid out to irs every april. Went to Freedom and that stopped. They do a great job. Low flat rate the same for everyone. No fee for extra forms. My return was more than i expected. Screw HR Block. They cost me money. Freedom Financial is the best. Ask for Todd. He handled my famils returns for 15+ years.

Joseph Largent I"ve been working with them for about 30 months.They helped me get started and the knowledge that they have is incredible.If anyone is interested in anything with starting a retirement deffinatley call them,you wont regret it