This financial service location on N Safford Ave Avenue in Tarpon Springs City is a well-established and respected name in the industry. Rich Lundahl, the financial advisor, is known for his commitment to providing excellent client service, including accessibility for people with disabilities. He has a strong reputation for being responsive, professional, and knowledgeable in his field.
The majority of clients praise Rich's exceptional service, individual attention, and exceptional growth in their investments. They appreciate his quarterly reviews, clear explanations, and willingness to address any concerns they may have. Many consider him a friend and a trusted advisor.
The staff is also highly praised for being responsive, happy, and friendly. They work together as a team to provide a seamless experience for clients.
The main issue highlighted by one client is a recent trust issue that led them to stop doing business with Rich Lundahl. This issue is not a reflection of the quality of service provided by the staff, who are outstanding according to other clients.
Overall, this financial service location has a strong reputation for quality, and the staff is highly responsive and professional. However, pricing information is not available, and innovativeness is not mentioned in the provided data.