Tampa Bay
R. Terry Platt - Raymond James
Financial Planner
42.33
42.33
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
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This financial consultant is located in a convenient spot on Lakewood Main St Street. I had the opportunity to visit Building 8120, and the facility seemed modern and well-maintained. Getting financial guidance is important, but it's equally important to be comfortable with who is providing that guidance. The staff at R. Terry Platt - Raymond James appears to be knowledgeable and professional, which gives confidence in their ability to offer good advice. My experience was that they take the time to understand your needs and concerns, and they provide clear explanations of financial concepts. They seem to be experts in their field, with extensive knowledge of financial planning and wealth management. The facility itself is wheelchair accessible, with easy parking, entrance, and restroom access. This level of convenience is appreciated, especially for those who may have mobility issues. One potential issue I have is that the initial consultation can be a bit formal and may not immediately put clients at ease, but it's worth persevering to establish a rapport with the team.
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