Tampa
Accurate Advisory Group
17.83
17.83
Features
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Free parking lot
Gender-neutral restroom
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Overall
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This location has a very impressive array of services, ranging from financial planning and education to private schools and financial institutions. It seems that the business has a strong reputation for delivering high-quality services, with many clients praising the expertise and dedication of the staff. The location is also equipped with modern amenities, including free parking and wheelchair-accessible facilities.Many clients have reported positive experiences with the staff, particularly with Robert Scott, who is described as a "breath of fresh air" in a complex and exhausting world. Clients praise his ability to differentiate himself from other advisors and provide tailored advice that addresses their specific needs. They also appreciate his willingness to listen and provide guidance without pressuring them to move their assets.The location's commitment to customer service is evident in the numerous reviews praising the staff's responsiveness and professionalism. Clients appreciate the time taken to explain complex financial concepts and the attention to detail in creating personalized plans.However, one client did report a negative experience with the firm, citing issues with an annuity and a lack of transparency in the fees charged. This issue is highlighted in the review, and it's worth noting that the firm has stopped responding to the client's attempts to resolve the issue.Overall, the location seems to have a strong reputation for delivering high-quality services and providing expert guidance to clients. While there may be some isolated issues, the firm's commitment to customer service and transparency is evident in the numerous positive reviews.
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Categories
Financial Service
Education & Learning
Financial advisor
Financial planner
Financial institution
Financial Advisors
Private Schools
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