The financial guidance you get here feels very personal. The comfort level with the person giving advice is just as important as the advice itself, and that shows in how they treat their clients. They're not just experts in finance, but also in making you feel at ease. The office itself is clean and well-maintained, with a wheelchair accessible restroom, parking lot, and entrance, making it easy for everyone to access. A restroom on site is also a nice touch. Their financial planning services cover everything you need, from investment advice to retirement planning. As a Raymond James affiliate, they have a solid reputation to back them up. However, there is one thing that could make this place perfect - clearer information on their services online.