Tampa Bay
Sevelius Wealth Management of Raymond James
Financial Planner
21.83
21.83
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
Photos & videos
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Quality
Overall
Innovativeness
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I have visited the financial consultant located in Wesley Chapel City and overall, it was a pleasant experience. The office is situated in a convenient location and is easily accessible for people with disabilities, which is a big plus. The staff was welcoming and made me feel comfortable from the start. The advisor I met with was knowledgeable and took the time to explain the financial planning process in a way that was easy to understand. The office itself is clean and well-maintained, with a restroom available for clients. The wheelchair-accessible parking lot and entrance make it a great option for people with mobility issues.The planning feature that appointments are recommended is a good idea, as it allows for a more personalized and focused experience. However, the lack of information about pricing is a bit of a drawback, as it makes it difficult to make an informed decision about working with this consultant.One thing to note is that the office could benefit from some additional amenities, such as a waiting area or snacks for clients. However, this is a minor issue compared to the overall quality of the service provided.
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