Keywords: establishment,finance,point_of_interest

Wealth Management Corporation - Certified Financial Planners/Investment Advisors/Fiduciary CFP - Tallahassee (FL)

Address: 🏡 2941 Kerry Forest Pkwy, Tallahassee, FL 32309
Phone : +1 (850) 894-7526

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJVVVVVUXx7IgRjiwXLAwwmKo

Others Near Tallahassee,FL

  • Top 15 Financial Advisors in Tallahassee, FL

    09-2025 Wealth Management Corporation - Certified Financial Planners/Investment Advisors/Fiduciary CFP in Top 15 Financial Advisors in Tallahassee, FL
    • OneMain Financial - Tallahassee
    Tina Bishop: Jessica was very professional and had a positive attitude. She was very courteous and thorough in helping me throughout the entire application process. I am very pleased with the overall outstanding customer service I was shown!
    Rosenberg Alvis Ambrose Wealth Management - Tallahassee
    Sam Nunnally: These guys are fantastic. I work directly with Philip but I also know Marc and Elliott as well. They have all been involved in our retirement planning. As someone in the financial world, here’s what I like about this group: they are extremely flexible with the goals you set, have a wide range of products to maximize returns, and they do significant research on an offered product before they send it to their client base. A perfect balance of easy-going and razor sharp.
    OneMain Financial - Tallahassee
    Andrea Young: My experience with OneMain Financial has been so amazing! From the first call to the office, Stephanie has been such a pleasure to work with. She was extremely patient and took time with me to ensure I made the best decision for me. She never rushed me to make a choice and took the time to thoroughly explain every step of the process to me. If you find yourself in a financial emergency, I recommend calling OneMain Financial and asking for Stephanie. You wont be disappointed!
    Private Wealth Management and Consulting - Tallahassee
    John Pearce: Im grateful every day for the help Eddie and his team offered guiding me to and through my recent retirement. A special shout out to Blair and Dawson for the incredible work they did on my financial plan. Ive never felt more secure about my finances or my future! I appreciate you all.
    Prudential: Steve Halsell, CFP , ChFC , WMCP , RICP , CASL - Tallahassee
    Prudential: Steve Halsell, CFP , ChFC , WMCP , RICP , CASL
    mrsbholl: Steve is trustworthy, professional, and a pleasure to do business with. Highly recommended.
    True North Advisors - Tallahassee
    Gabriel Mercer: Bryson Bard was the first conversation starter I ever met who helped me start thinking seriously about financial planning. Ill never forget grabbing coffee in a starbucks parking lot at 7am (before his first meeting of the day), just to get to know me. Really appreciate the approach and looking forward to how our relationship will grow +30 year from now.
    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!
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