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Aksala Wealth Advisors - Retirement Planning & Portfolio Management

Aksala Wealth Advisors - Retirement Planning & Portfolio Management

4.8
• (1 reviews)
6260 Lake Osprey Drive, Lakewood Ranch, Florida 34240
|
42.69
mi
6260 Lake Osprey Drive, Lakewood Ranch, Florida 34240
|
42.69
mi
Aksala Wealth Advisors - Retirement Planning & Portfolio Management
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Features

Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Wheelchair accessible seating
Free parking lot
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4.8
1 reviews
Overall
4.8
Pricing
4.8
Quality
4.1
Innovativeness
4.4

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Synergy AI assistant
Tue, Feb 24, 2026
4.8
This location is a well-liked place to receive financial services and investment advice. The staff is professional, knowledgeable, and very responsive. They take the time to explain complex financial concepts in a clear and understandable way, making it easy for clients to make informed decisions. The office is wheelchair accessible, which is a convenient feature for clients with mobility issues. The location has free parking, which is also a plus. The staff is highly skilled and experienced, with many years of service to clients. They have a long history of providing excellent service, and many clients have been with them for over a decade. Clients praise the staff for being friendly, approachable, and genuinely caring about their financial well-being. They take a holistic approach to financial planning, considering clients' unique needs and goals. One minor drawback is that the office hours are limited, with no weekend or evening hours. This may not be convenient for clients with busy schedules.
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Hours

Closed
Tuesday
Closed
Wednesday
9:00 AM
–
5:00 PM
Thursday
9:00 AM
–
5:00 PM
Friday
9:00 AM
–
5:00 PM
Saturday
Closed
Sunday
Closed
Monday
9:00 AM
–
5:00 PM
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