Tampa Bay
Scroggie Meffert Davis and Associates - Raymond James
Financial Consultant
85.95
85.95
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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Quality
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Located in the heart of Ocala City, this financial planning location offers a comfortable and welcoming environment for clients to receive expert guidance. The building's accessibility features, including a wheelchair-accessible restroom, parking lot, and entrance, demonstrate a commitment to inclusivity. The presence of Scroggie Meffert Davis and Associates - Raymond James as a co-brand suggests a high level of professionalism and expertise. The location prioritizes comfort alongside good financial guidance, emphasizing the importance of a positive client-advisor relationship. Clients can schedule appointments to ensure personalized attention, although the availability of walk-in appointments is not specified. One area for improvement is the availability of financial planning for individuals with diverse needs, including those with complex financial situations. The current setup may require clients to navigate through multiple advisors before finding the right fit, which can be time-consuming and overwhelming.
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