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Sam Rockwell - Raymond James

4.5
• (1 reviews)
11300 FL-54 Highway, Trinity, Florida 34655
|
13.76
mi
11300 FL-54 Highway, Trinity, Florida 34655
|
13.76
mi
Sam Rockwell - Raymond James
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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.

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Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Appointments recommended

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4.5
1 reviews
Overall
4.5
Quality
4.2
Pricing
4.9
Innovativeness
4.2

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Synergy AI assistant
Tue, Feb 24, 2026
4.5
This location is a great choice for those seeking financial guidance. The services provided are professional and of high quality. The planners take the time to get to know their clients, making them feel comfortable and at ease. The location is wheelchair accessible, which is a major plus for those with mobility issues. The amenities are basic but sufficient, with a restroom available on site. The planning process is straightforward, with appointments recommended to ensure personalized attention. Overall, this location offers a solid experience, but there's one area for improvement: it would be beneficial to have more open communication channels, allowing clients to easily reach out with questions or concerns.Address: Building 11300, FL-54 Street, Trinity CityDescription: Getting good financial guidance is essential, but we believe that being comfortable with who is giving the guidance is every bit as important as the advice itself.Phone: +17273755490Web link: https://www.raymondjames.com/northpointwealthmanagementCo-Brands: Sam Rockwell - Raymond JamesKeywords: financial planning, Financial Advisor, Raymond James
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