Williams Wealth Management Group - Bradenton (FL)

Andrew Dumas If you are looking for an Investment company that can help you understand the market, guide you towards a fruitful retirement , and takes the time to educate you on different financial services that will benefit your life, Ameriprise is the company for you. Oscar Tapia and Jason Tapia took their time to guide me through different plans and were patient with me to make sure I was making the right decision for myself. As someone who is just getting into the investment world they gave me all the knowledge and tools needed to make an educated investment choice. They are the best and I will recommend them to everyone.

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.

APRIL SPAULDING I would highly recommend Tracey to anyone wanting to know more about building and reaching their financial goals. She can help you develop a plan even if you only start with $100. One of the many things I absolutely adore about Tracey is she goes above and beyond for her clients and fellow colleagues. She listens to your needs and helps fill them even it it has nothing to do with Edward Jones. She has built so many personal relationships with the community that she can direct you to the right person or business. If you need a Will or Trust, if you need a house cleaner, if you need a HVAC help, if you need a REALTOR...Tracey knows just about anyone for the job! Tracey is a very caring, reliable and trustworthy individual and I cant thank her enough for all she does.

Red Flag All I have to say is GREAT SERVICE, GREAT SERVICE EVER!! I never received that kind of service in any banks. I came in late to open an account. "Lisa" was TOP notch for providing the service. She was very happy to provide the service even though it was time for her to leave. This kind of FANTASTIC service needs to be provided everywhere. I will definitely referred anyone to "Power Financial Credit Union". Perfect service!!

Jennie Spalti Helping people get their finances on track for retirement.