Keywords: establishment,finance,point_of_interest

Tomaszewski Wealth Management of Raymond James - Ocala (FL)

Address: 🏡 2701 SW 34th St Building 100, Ocala, FL 34474
Phone : +1 (352) 291-6723

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJLTrIujDV54gRLSy9Xp61Qew

Others Near Ocala,FL

Stuart Advisors - Raymond James - Stuart
stephanie morale: My mother passed away March 14th 2024 and my brother hasnt spoken to me in 4 years he is poa and executer --the last 3 months have been unfair and for a lack of words very sneaky I have no idea as a beneficiary what is going on for lack of communication from the Executer..moms assets and finacial statements are for me to see and neithe glenn or raymond james are cooperating with my requests.. and I want to know why I cant n get any information from the executer or Raymond James manager and Dan her financial advisor..Its my legal right to get all financial statements as a beneficiary so why does a executer get away with this ? no communication its his job to keep me informed..if he is not acting responsibly in his role as executer he needs to be removed- also raymond james will not give me the statements either..i was told my brother has to give them to me but how does that happen when he doesnt communicate ..I am reaching out to all on this review to make all aware of lack of professionalism from all parties and want opinions..thank you..
The Real Financial Group - Stuart
nomis53: Jesse and the team at The Real Financial Group has always been very professional, patient and thorough. I have worked with Jesse for 4 years and he always has a great handle on how to achieve the financial goals I have set for myself and my family. I recommend him to everyone I know. Excellent 5 stars.
Bridge Financial - Accounting & Financial Planning - Stuart
donna morgan: Alex has done our taxes and advising for years. So knowledgeable and trust worthy. Highly recommend Bridge Financial!
Davies Wealth Management - Stuart
Stephen Lombardi: Not only does Tom Davies know how to take care of your assets and plan for your future, he himself is an asset to have on your side. His wealth of knowledge and information is invaluable, and I am always amazed by his tips and insights into the financial world. Highly recommend.
Mindie Molina Investments and Insurance - Stuart
Susan Hannebrink: Mindie offers various investment plans to secure a stable cash flow to meet our family needs in the coming years when we no longer have employment income. She is well connected with large institutions and can make the most of what they have to offer. She has a caring conservative attitude which makes you feel comfortable in her ability to take care of your financial future.
Keaney Financial Services Corp. - Stuart
trevor0188: At the top of their game. Great execution and great people.
Sexton Financial Group - Stuart
Frank Mezzapelle: Ive gotten to know Travon over the past few years and really appreciate his ability to listen and to understand his clients needs. Even if you just want to bounce ideas itll be a worthwhile conversation. I recommend Travon highly.
Morgan Stanley Financial Advisors - Stuart
Robert Shaffer: Not only has David Lampert been an outstanding friend, but he has continued to provide excellent services to my clients, family and friends. I would not hesitate to contact David for any financial advice.
Lum Wealth Management Group of Raymond James - Stuart
Brian Quigley: David & Mike at Raymond James and their team have been nothing short of amazing. They’ve made all the right moves with my account and I couldn’t be more pleased with their efforts. I look forward to continued success with them into the future!
Grand Life Financial Advisors & Wealth Management - Stuart
Matt Fellows: I run a small business and wanted to develop some retirement goals given the present and potential income generated by the business. John worked with me to develop a thorough set of scenarios, goals, and a few plans that would get me to retirement at different age targets and business performance levels. John is not only very knowledgeable when it comes to financial planning, he is a patient and genuinely caring person who wants you to succeed.
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