The Peace River Team - Morgan Stanley - Punta Gorda (FL)

James Mincello Great team of financial professionals, Gary and Scott are very concerned about our finances and the best way for us to invest.

Letisha Gonzalez Quanita is THE BEST tax experience I’ve ever had!!! Her office was a whole vibe and she helped me get everything taken care of with like 6 different forms with no problems. So grateful for this office in Orlando, will definitely be coming back.

Tony Olimpo Outstanding service with this branch. All the staff were very helpful. Special thanks to Manon

Mary Lou Vrabel Just want to thank you for the opportunity to work with your company’s representative, Mark Augustsson. I have been doing business with him for well over a year, and he never disappoints. He is always professional and comes prepared. He has helped me tremendously in choosing a Medicare plan that works best for me, and saves me money at the same time. I was also able to apply for and get a whole life insurance policy for a reasonable cost. I have referred him to others and will continue to do so. Thanks again for making the choices easy.

Larry Peoples, Sr. The team at the Clearwater branch were outstanding. Eugene was professional, courteous, helpful and made sure my Wife and I were comfortable. Amanda assisted us with a Power of Attorney issue and was awesome. Corey then helped us at the counter with a transaction. Great people. Great place. Thanks very much!

Linda Jones Very helpful/informative web site. I was immediately advised I would be in touch with an Advisor within 24 hours. My Annuity Specialist contacted me and provided a wealth of information on the various types of annuities. He asked about my needs and goals and provided several options that would work well for me. He was very friendly and sincerely wanted to provide the best option for me.

Leonard Bivola Watch your assets.

Karolin Zekhtser My husband and I met James for a consultation. We left very happy with the information he provided. Looking forward to working with him.