Tampa Bay
Angie Peterson - Raymond James
45.52
45.52
Overview
Getting good financial guidance is essential, yes, but we believe that being comfortable with who is giving the guidance is every bit as important as the advice itself.
Features
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Appointments recommended
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This financial planner's location on N Washington Blvd Boulevard in Sarasota City seems to offer a decent experience, but with some room for improvement. The staff here appear to be knowledgeable and can provide good financial guidance, but the quality of their services could be better. Some clients have mentioned that the historical performance data is not well-organized. The pricing of their services is not transparent, which might be a concern for some. On a positive note, the location is wheelchair accessible and has a restroom, which is convenient for clients with mobility issues. However, the website was down at one point, which might be a sign of technical issues. Overall, this location is average, but it could do better in terms of quality and transparency. Note: This review highlights the main issue mentioned in the client feedbacks, which is the technical issue with the website.
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