Tampa Bay
Lawrence Financial Planning/Oasis Wealth Planning Advisors
3.20
3.20
Overview
We focus on people who are near retirement or have recently retired who have financial questions they never worried about before. Contact us to get started!
Features
Wheelchair accessible entrance
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Quality
Overall
Innovativeness
Pricing
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This location provides top-notch financial services, but some aspects could use improvement. From the initial impression, it's clear that the team is dedicated to helping individuals navigate their finances, particularly those nearing or in retirement. The building itself is wheelchair accessible, making it convenient for everyone.
The staff is experienced and knowledgeable, as evident from the excellent third-party ratings and glowing client reviews. One client, who's been working with Julie since 2012, praises her holistic approach and recommends her highly. Another client finds the team to be welcoming and smart, trusting them with their finances.
One area for improvement is the quality of services provided, which could be enhanced by more personalized attention to clients' specific needs. This might involve offering more tailored advice and support to ensure clients feel fully informed and supported throughout the financial planning process.
On the other hand, pricing seems to be a strong suit, with clients appreciating the value they receive for their money. The team's innovativeness is also noteworthy, with a forward-thinking approach that helps clients achieve their financial goals.
One major issue is that the location seems to be catering primarily to individuals in or nearing retirement, which might limit its appeal to a wider range of clients.
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