Tampa Bay
Raymond James Financial Services
16.17
16.17
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
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Quality
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This financial services location appears to be a typical financial planner, offering services such as financial planning, consulting, and investment advice. The address is Building 1023, US Hwy 19 N Street, Holiday City, and the business is easily accessible by car, with a wheelchair accessible parking lot and entrance.The business description highlights the importance of a comfortable relationship with the financial advisor, suggesting a personal touch in their approach. They are partnered with Raymond James Financial Services, a well-established financial services company.However, several clients have reported issues with the business, including poor communication and incorrect contact information. One client is still waiting to hear back from the business after attempting to close an account following a family member's passing.Overall, the business seems to have some work to do in terms of improving its customer service and communication. While it has a strong foundation as a financial services provider, it falls short in terms of making its clients feel valued and supported. One notable concern is the accuracy of the business's contact information, as one client reported a wrong phone number. This is a relatively simple fix that the business could address to improve its overall customer experience.
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