Keywords: establishment,finance,point_of_interest

Private Wealth Management and Consulting - Tallahassee (FL)

Address: 🏡 1680 Metropolitan Cir, Tallahassee, FL 32308
Phone : +1 (850) 692-2500

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJmxUYcTVZ7IgRT2ZZPmiLMLk

Others Near Tallahassee,FL

  • Top 15 Financial Advisors in Tallahassee, FL

    09-2025 Private Wealth Management and Consulting in Top 15 Financial Advisors in Tallahassee, FL
    • Gabor Financial Solutions - Tallahassee
    David Webber: In my 15 years of being a professor, I have never encountered such a colossal dumpster fire of an organization. This might be the most fraudulent company dealing with finance. Perhaps you should know your product and be able to speak coherent language why we should trust you. I should not have to say this but if you show up to a meeting with a client then you should present as a professional. Wear shoes. Flipflops and a polo as an outfit during a meeting does not show respect or present confidence to a client. When you go into a meeting you should be able to articulate what products you have to offer and most importantly why. Why we should be working with you. So my recommendation to you, is to educate your staff in who you are, what you have to offer and most importantly why should we care. Ill see you at the next conference Best DW
    Glades Wealth Partners - Ameriprise Financial Services, LLC - Tallahassee
    Simpkins Financial Group, LLC - Tallahassee
    Joe V: Delphine truly comes from humble beginnings, I know because we were right next to her with our business when she moved into the town of Monticello. I came to her with problems with my prior tax guy. The IRS was penalizing me over $12,000 for his mistakes. It took some time but she was able to exonerate me. Not only that but Ive never received refunds like she was able to get me. Shes very intelligent and treats every client one on one. She does both our business and personal taxes. If it wasnt for her Id be in a different place (and not a good one). I want to thank her publicly for all shes done. Thanks Delphine, your one of a kind.
    Canopy Roads Advisors - Tallahassee
    Holdon Neal: Outstanding experience with Canopy Roads Advisors! Their service’s have exceeded all my expectations, showcasing impressive punctuality and professionalism. The team is attentive and knowledgeable, making the entire process seamless. Highly recommend!
    Avant Huston Financial Group - Tallahassee
    Paige: We had an outstanding experience working with Avant Huston for our financial planning needs. From the very first consultation their team demonstrated the expertise, professionalism, and a genuine commitment to helping us achieve our financial goals. Highly recommend!
    The Brooks Asset Advisory Group of Raymond James - Tallahassee
    Glades Wealth Partners - Ameriprise Financial Services, LLC - Tallahassee
    Spruce Financial Group - Tallahassee
    Richard Bergstrom - Private Wealth Advisor, Ameriprise Financial Services, LLC - Tallahassee
    Annette Wilson: I cannot endorse this financial planner. It can be normal to have questions about finances. Also it’s difficult to trust people after 2008 and the scandals. You gives these people you SSN and total access to your bank accounts and investments so trust is very important. When trust is broken, it’s important that the organization helps to mend those areas. I have asked basic questions for open communication. They missed an appointment and and did not communication via text or email that the meeting was canceled. Although I could have easily moved on, I think it should have been easy to acknowledge that they could have been better or acknowledge that they may have not been thoughtful of my time. Instead the organization just deflected, and never acknowledged the missed meeting. I also asked the company to responded that why it took them over 4 months to follow up about transferring funds. When a 3 way call was finally initiated it seem like the problem was resolved, but it took Rick’s organization almost 4 months to complete the follow up. Unfortunately, I don’t have a response from the company as to why they’re delay. Instead, I received an email stating that I would be served better from a “local advisor”. A local advisor is not going to change how Rick and his organization responded. Rick came recommended from a friend however I would not endorse this company and I would not waste my time personally in the future with this company. Although it probably serves me best that I look for a different organization for my long-term investments I hope that you too can avoid the frustrations I experience. If you’re inquisitive or have questions, this is not an organization or financial planner for you. Interesting how when you ask a company to respond, their responses to just fire you / Transfer you.
    Trinity Global Financial Group - Tallahassee
    Trinity Global Financial Group
    Pastor Brad Wickersheim: A great team that is interested in and able to help you with your taxes. We connected late in the tax season; our "tax guy," was not able to help us because of a shift from where we had been to being global workers with the uniqueness that brings with it. Trinity Global Financial took us on and helped us through being late. We would not hesitate to recommend them to anyone.