Tampa Bay
Edward Jones - Financial Advisor: Morgan L Sommers, AAMS®
47.77
47.77
Overview
We're committed to providing excellent client service which includes a commitment to providing people with disabilities full access to our products and services
Features
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Appointments recommended
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This financial service location, located in a convenient spot in Sarasota City, is known for its commitment to excellent client service, particularly for people with disabilities. The building itself is easily accessible, with a wheelchair-accessible parking lot, entrance, and restroom.Morgan Sommers, the financial advisor here, has received high praise from clients for his dedication to their financial goals. He takes the time to understand each client's unique situation and provides clear, tailored advice. Many clients appreciate Morgan's non-pushy approach and willingness to work with them to find the best path forward.One notable feature of this location is its commitment to providing financial planning and guidance. Morgan is experienced in helping clients navigate their finances and make informed decisions about their investments. He is also happy to work with clients on retirement savings consulting and other financial planning needs.While the location's amenities are relatively basic, the wheelchair-accessible facilities make it a great option for those with mobility needs. The building itself is located in a quiet, easy-to-reach area, making it a convenient choice for appointments.There is one area where the location falls short: its initial planning process, which requires appointments. This can be a barrier for those with busy schedules or who prefer to drop in without an appointment.Overall, this financial service location is a great choice for those looking for dedicated, client-focused advice and guidance. With Morgan's expertise and the location's commitment to accessibility, it's a great option for those in the area seeking financial planning and investment services.
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