Tampa Bay
Trina O'Connell - Financial Advisor
16.44
16.44
Features
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Wheelchair accessible seating
Restroom
LGBTQ+ friendly
LGBTQ+ friendly
Onsite services
Identifies as women-owned
Identifies as women-owned
Appointments recommended
Appointment required
Online appointments
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The location on Central Avenue, Suite 300, offers a wide range of financial services. The office is easily accessible, with wheelchair-friendly seating, restrooms, and parking. The staff is welcoming and accommodating, with a focus on providing exceptional customer service. Trina O'Connell, the financial advisor, is highly knowledgeable and experienced, with a proven track record of helping clients achieve their financial goals. Clients praise her ability to break down complex financial concepts into understandable terms and her willingness to take the time to address their individual needs.However, one issue that stands out is the relatively short hours on Fridays, closing at 14:00, which may not accommodate clients with non-traditional work schedules. Despite this, the office's flexible scheduling, including online appointments, makes it easier for clients to schedule a meeting at a time that suits them.Overall, the location provides a high level of quality service, with a strong focus on innovation and customer satisfaction. The staff's commitment to creating a welcoming environment for all clients, including LGBTQ+ individuals, is a notable strength. While there are some minor drawbacks, the benefits of working with Trina and her team far outweigh the limitations, making it an excellent choice for those seeking reliable financial guidance.
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