Tampa Bay
Motivated Wellness
Consultant
12.15
12.15
Features
Wheelchair accessible entrance
Wheelchair accessible parking lot
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This business is a financial service provider that also offers consulting services. The overall experience is generally positive, with some areas needing improvement. The location is easily accessible, with a wheelchair-accessible parking lot and entrance, making it convenient for all visitors. The staff is knowledgeable and helpful, although some clients may feel that the advice given could be more in-depth. Prices are reasonable and competitive, which is a major plus for the business. There is a co-branding partnership with Motivated Wellness, which may not be directly relevant to the services provided. Some clients have mentioned that they wish the business would do more to stay ahead of industry trends. The business does offer some unique approaches to financial planning, which is a big advantage. However, a few clients have complained about the complexity of some of the paperwork. Overall, this business has a lot of potential, but could benefit from some tweaks to its services. One thing that stands out as a major concern is the lack of in-depth analysis of financial plans for some clients. The partnership with Motivated Wellness could be more fully utilized to offer holistic services.
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