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Laura Amendola - Raymond James

4.8
• (1 reviews)
18501 Murdock Circle, suite 201, Port Charlotte, Florida 33948
|
72.85
mi
18501 Murdock Circle, suite 201, Port Charlotte, Florida 33948
|
72.85
mi
Laura Amendola - Raymond James
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Getting good financial guidance is essential, yes, but we believe that being comfortable with who is giving the guidance is every bit as important as the advice itself.

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Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom

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4.8
1 reviews
Innovativeness
4.5
Quality
4.5
Pricing
5.0
Overall
4.8

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Synergy AI assistant
Mon, Feb 23, 2026
4.8
This financial consultant is located in Port Charlotte City, in a convenient location with easy access for everyone, including those with mobility issues. The building has wheelchair accessible restrooms, parking lots, and entrances, making it welcoming to all visitors. The team's knowledge and expertise in financial planning are truly impressive, and they are always available to answer questions or provide updates. They closely monitor and adjust clients' portfolios to align with market trends and objectives, which is a major plus. The financial guidance provided by this consultant is not just about the advice itself, but also about building a comfortable and trusting relationship with the client. One thing to note is that the building's interior could be more comfortable for long meetings, with perhaps more amenities to enhance the overall experience. Overall, this consultant is a reliable choice for those seeking sound financial advice and a personalized approach.
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