Tampa Bay
Mark Rockower - Raymond James
72.89
72.89
Overview
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.
Features
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Appointments recommended
Photos & videos
Submit a review
Quality
Overall
Innovativeness
Submit a review
This location of Raymond James, situated in Building 18401, Murdock Cir Circle, Unit B, in Port Charlotte City, is a decent choice for those seeking financial guidance. The office has a wheelchair-accessible entrance, parking lot, and restroom, making it convenient for everyone to visit. Financial planning appointments are recommended, and the team is led by Mark Rockower, a well-experienced Raymond James representative. The location's ambiance is comfortable, making it easy to open up about personal financial matters. The staff is welcoming and friendly, which is essential when discussing sensitive topics. However, the pricing of their services is not transparent, making it difficult to compare with other similar locations. The branch offers a range of services, including financial planning, and financial advisor services. Their web link and phone number are easily accessible, making communication straightforward. The main issue is the unclear pricing policy, which may make potential clients hesitant to make an appointment. Overall, this location is a good starting point for those seeking financial guidance, but more clarity on pricing would be beneficial.
Own this business?
Categories
Contact business
1
ABOUT TampaBayTide
FOR BUSINESS