Located in Palm Harbor City, this financial service provider is a part of JMI Group. From the outside, the building looks quite ordinary, but the interior has a more polished feel to it. The staff is always very welcoming and helpful, as a few clients have mentioned. To be seen by one of the financial advisors, appointments are required in advance. It's good to know that the restrooms are wheelchair accessible, and so are the parking lot and entrance to the building. One thing that might be worth mentioning is the fact that the building itself is not that easily visible from the street, and the sign is not that big, which might make it a bit hard to find.