San Antonio
John McPhillips - Raymond James
Overview
Getting good financial guidance is essential, yes, but we believe that being comfortable with who is giving the guidance is every bit as important as the advice itself.
Features
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Appointments recommended
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Quality
Innovativeness
Overall
Pricing
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This financial advisory location has shown an excellent reputation. The clients were extremely satisfied with the services they received, mentioning a consummate professional who is passionate about his work. He takes a genuine interest in his clients' needs and provides exceptional attention to their accounts. His expertise and professionalism are highly valued by his clients. He keeps them informed about market changes and offers personalized advice.The advisors are skilled in creating customized retirement plans that cater to their clients' unique requirements. They demonstrate high responsiveness and excellent communication skills, which makes them a pleasure to work with. They also go above and beyond to ensure their clients' satisfaction and success. However, there's a note of disorganization on a particular meeting. The clients were kept waiting and were not greeted at the entrance, which slightly marred their experience.One of the location's strong points is its accessibility. The building has a wheelchair-accessible parking lot, entrance, and restroom, making it easy for people with mobility issues to access the location. The restroom is also wheelchair-accessible, providing additional convenience for visitors. Additionally, the location is located in a convenient area, making it easily accessible by car.The location is part of a well-established company, Raymond James, which suggests a high level of professionalism and expertise. The advisors are also affiliated with a financial planning expert, John McPhillips, who has a proven track record of delivering excellent results for his clients. Overall, this financial advisory location has demonstrated a high level of quality, pricing, and innovativeness, making it a great choice for those seeking financial planning services.
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Categories
Financial Service
Financial Advisors
Financial planner
Financial consultant
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