Steven F Taylor - Financial Advisor, Ameriprise Financial Services, LLC - Lakeland (FL)

Lori Lechner I spoke with Jennifer today. She was super friendly and very helpful with my questions, as well as providing me details of my account. I have been working with this company for 13 months and have settled 3 of my accounts at the simplest of ease on my part. We are working on getting account #4 settled and maybe another one added. But, as I said, Jennifer assisted me with ease and made it worth the 20 min hold time! I would recommend this company for anyone trying to get credit card debt settled.

Sofia Mino Luke Benson was absolutely amazing! Not only did he take the time to explain the services, but he also gave me the opportunity to evaluate what was best for me. Very responsive and problem-solving oriented.

S S I have the best Financial Advisor in the city! Highly ethical and a true money manager. When he moved to Wells from a different firm, approximately 95% of his clients moved with him. This in itself is a true testament to his, experience, knowledge, ability and character.

Eric Pickens I have been working with SWAG for years and they’ve done a great job. Highly recommend.

John Davis Very professional office staff. I came in as a vendor to service their equipment and the girl asked me if she could bring me water or a soda. Wow.

Wade Patterson Thank you to Sylvia, Colleen and Vanessa for giving such great customer service. They were extremely helpful in addressing the situation.

Don Browne Local city government is centered at this former bank building. Lots of parking and the citys Civic Center Auditorium at the rear.

Amy Rachow Cherice is friendly, informative and efficient. She was able to answer any and all tax related questions I had. Highly recommend to anyone looking for tax related needs for personal or business.

Justin Griffin Richard Torres is always so helpful . He has went above and beyond for us everytime we have needed his help.

Teena Stoneking We love Oxford Advisory and having an office close to our home is a plus! The staff is so accommodating when it comes to appointments!!