Wealth Partners - Ameriprise Financial Services, LLC - Vero Beach (FL)

a kohn I want to extend my sincere thanks to Jenny for her exceptional work on my business plan. Not only did she capture my vision with clarity and professionalism, but her strategic guidance played a key role in helping me secure an approved license—the first of its kind. Her attention to detail, industry knowledge, and ability to communicate complex ideas in a straightforward and compelling way made all the difference. I now have a strong, investor-ready plan and a solid foundation to build on. I highly recommend her services to anyone launching or growing a business.

Leonard Bivola Watch your assets.

Kimberlin Pelt I use the Emerald Coast in Wewahitchka and im very happy with it!

Ted Gornto Very helpful in taking care of your needs

Cheryl Hefferon Chris and Phyllis are knowledgeable, hardworking, trustworthy people. They have done an excellent job for us.

P J. My parents have invested with Dave Gamblin for over 25 years and now I am as well. Im very happy with the investment Ive made with Dave. Hes quick to help and answer all my questions patiently, because its very confusing sometimes. So thanks to Dave and the friendly team at Morgan Stanley. Sincerely- Amanda Spector