This financial services location is situated in Building 1 of the IKEA-RBFCU Parkway in Live Oak City.
It offers a wide range of services, including financial planning, investment guidance, and account management.
Appointments are highly recommended to discuss personal financial matters with a dedicated financial advisor.
The building itself has a convenient wheelchair-accessible parking lot and a wheelchair-accessible entrance, making it easy for everyone to access the services.
Inside, the location provides a restroom for visitors and offers onsite services, as well as the option to schedule online appointments.
A dedicated team is available to address any questions or concerns regarding investments and other financial matters.
The location's primary goal is to provide expert guidance on how to achieve long-term financial success.
A team of experienced professionals, including Katya L Thompson-Cantu, the financial advisor, and Ameriprise Financial Services, LLC, offers their expertise and support.
While the location offers a wide range of services, the biggest issue is the lack of transparency regarding pricing and fees associated with the services.