Raymond James Financial Services - Sandwich (IL)

Carla Smith Briscoe Angie is patient, caring & experienced with Seniors & our Insurance Policy needs! You know Who you are talking to (with all the Spam & Worse) concerning your Medicare Supplements (Part D, G,etc) &/or Part C if you qualify. She has explained my questions, concerning my situation retiring at 62, my Husbands coming off Cobra with Muellers & now my Elderly Mother moving in out of state. Thank You Angie.

Michael Denny I recently started working with Scott and I couldn’t be more pleased with the experience so far. From our first meeting, Scott took the time to really understand my financial goals, risk tolerance, and long-term plans. What I really appreciate is he continues to take a keen interest in ensuring I understand the complex financial concepts in a way that’s easy to understand, and I never feel rushed or pressured. He lays it all out for me to see without trying to push me in a direction im not comfortable with. Scott has already helped me organize my finances more effectively, create a solid investment plan, and start thinking more strategically about my future. Im starting a little late in life and I feel much more confident about my financial direction thanks to his guidance. I really think he has a genuine care for my financial future both in the short run and long term. If youre looking for a knowledgeable, approachable, and trustworthy financial advisor, I highly recommend giving Scott a call.

Whyte Wolf Kevin and his Office Administrator, Amy, are a perfect duo. The truly care about their clients and go the extra mile to help. Kevin regularly meets with his clients. He has a wealth of knowledge, listens intently to my concerns and works WITH me to formulate a plan with my retirement goals in mind. I highly recommend this financial advisor and investment office!