Keywords: establishment,finance,point_of_interest

Wyrostek Financial and Business Coaching, LLC - Ocala (FL)

Address: 🏡 9966 SW 78th Ln, Ocala, FL 34481
Phone : +1 (260) 437-4713

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ1dWpNQB_6IgRsSdXVcL2ku0

Others Near Ocala,FL

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    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..
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    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.
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    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.
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