Tampa Bay
BILLFISH Wealth Management
34.70
34.70
Overview
Wealth Management. Investment Management, Retirement planning. IRAs, Trusts, Custodial accounts, 401Ks, Rollovers, Bradenton, Jupiter, Juno Beach, Manatee
Features
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Appointments recommended
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Quality
Pricing
Overall
Innovativeness
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This business location is a well-established and reputable financial service provider. The office is located in a convenient building with wheelchair-accessible amenities, making it easy for customers to access and navigate. The working hours are standard and consistent, allowing customers to plan their visits accordingly.The team at BILLFISH Wealth Management, particularly Danny and Mia, have been praised by clients for their exceptional professionalism, responsiveness, and dedication to their clients' financial well-being. They have been described as family-like and trustworthy, with a commitment to securing clients' wealth through market fluctuations.One of the standout features of this business is its excellent customer service. Clients have reported feeling comfortable and confident in their ability to reach out to the team with questions or concerns. The office is described as a pleasant and welcoming place to do business.There is one notable issue that has not been addressed: the business's communication about appointments. While clients have praised the team's responsiveness, it is recommended to clarify the process for scheduling appointments and ensuring that clients are aware of the necessary steps.Overall, BILLFISH Wealth Management is a reliable and trustworthy financial service provider with a strong reputation for quality customer service.
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Hours
Closed
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