Tampa Bay
Bank of America Private Client Advisor Kimberly Bleach
45.63
45.63
Overview
Financial guidance and wealth management services from Peter Manzi - Private Bank in Melville, NY
Features
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Appointments recommended
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This location of the Bank of America Private Client Advisor offers financial guidance and wealth management services from Peter Manzi. The office is located in Building 1819 on Main St Street in Sarasota City, and it is easily accessible by car and wheelchair. The building itself has wheelchair-accessible restrooms, parking lots, and entrance, making it convenient for people with disabilities. However, there have been some issues with the availability of the financial consultant. Some clients have mentioned that they were not able to meet with a financial advisor when they wanted to, and were not informed about the necessity to book an appointment. Regarding the pricing, clients have reported that the costs of the services are quite high, but many consider them to be fair given the level of expertise and services provided. The investment management and wealth management services offered by this office are among the best in the industry, and many clients have been satisfied with the results.In terms of innovativeness, there is limited information available about any groundbreaking or unique services offered by this office.
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