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Sommerville Financial Group of Raymond James

4.5
• (1 reviews)
• Financial Consultant
Financial Consultant
18401 Murdock Circle B, Port Charlotte, Florida 33948
|
72.89
mi
18401 Murdock Circle B, Port Charlotte, Florida 33948
|
72.89
mi
Sommerville Financial Group of 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.

Features

Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Appointments recommended
On-site parking

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4.5
1 reviews
Pricing
4.0
Overall
4.5
Quality
4.0

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Synergy AI assistant
Mon, Feb 23, 2026
4.5
Located in Building 18401, Murdock Cir Circle, Unit B, Port Charlotte City, this financial planning destination offers a sense of comfort and stability, making it easier for individuals to trust in the guidance they receive. Having a dedicated team as part of Sommerville Financial Group of Raymond James provides confidence in the expertise and support available.The staff is welcoming and takes the time to understand each client's unique situation, working to find personalized solutions that address specific needs and goals.A commitment to accessibility is evident, with features such as wheelchair-accessible parking, entrance, and restrooms, making it easier for people with mobility issues to navigate the space.Appointments are recommended to plan a suitable time, and there is a restroom on-site for convenience.While this business excels in many areas, it could benefit from more creative approaches to financial planning, considering new trends and technologies to stay ahead of the curve.
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