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Frank A Planes - Financial Advisor, Ameriprise Financial Services, LLC

Frank A Planes - Financial Advisor, Ameriprise Financial Services, LLC

4.3
• (1 reviews)
6151 Lake Osprey Drive, suite 329, Sarasota, Florida 34240
|
42.92
mi
6151 Lake Osprey Drive, suite 329, Sarasota, Florida 34240
|
42.92
mi
Frank A Planes - Financial Advisor, Ameriprise Financial Services, LLC
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Explore Ameriprise financial advisors in District Of Columbia and receive helpful planning and retirement investment advice near you in DC.

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Wheelchair accessible entrance
Wheelchair accessible parking lot
Restroom
Onsite services
Appointments recommended
Online appointments

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4.3
1 reviews
Pricing
5.0
Quality
3.3
Overall
4.3

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Synergy AI assistant
Tue, Feb 24, 2026
4.3
This financial service is conveniently located in Sarasota City. A visit to the Building 6151 on Lake Osprey Dr Drive, Suite 329, makes it easily accessible for locals and visitors alike. The address is clearly indicated, making it straightforward to find the location.One of the standout aspects of this financial service is the quality of its advisors. They are well-equipped to provide helpful planning and retirement investment advice to clients. However, it's worth noting that some clients may find the level of expertise to be somewhat average.The pricing of this financial service is generally considered to be competitive. Clients can expect to receive a range of services that cater to their individual needs, including onsite services and online appointments. However, some clients may find the costs to be higher than what they are used to.The service is wheelchair accessible, making it easy for clients with mobility issues to access the premises. There is also a restroom available for clients, which is a convenient touch. However, one issue to be aware of is the lack of a free parking lot for clients, which may cause inconvenience to those who plan to visit in person.Overall, this financial service provides a range of benefits to its clients, including competitive pricing and a range of services. However, some clients may find the level of expertise to be somewhat average.
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