San Antonio
Stefano Rosellini - 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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Overall
Quality
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This financial advisory location is situated in a well-maintained building on E Mulberry Ave Avenue in San Antonio City. The interior is clean and organized, with a clear display of services offered. It's clear that the staff takes pride in maintaining a tidy environment.Upon entering, visitors are greeted by a friendly staff who is eager to assist. The reception area is well-designed, providing ample space for waiting clients.One thing that stands out is the accessibility of the location. The parking lot, entrance, and restroom are all wheelchair accessible, making it an excellent choice for those with mobility needs.A potential drawback is the pricing, which is unclear and not explicitly stated on the location's website or in any visible documentation. This lack of transparency may lead to confusion or surprise for clients.The financial planning services offered here are comprehensive, with a clear focus on helping clients achieve their financial goals. Stefano Rosellini, a Raymond James representative, is highly knowledgeable and skilled in providing expert guidance.The website is user-friendly, providing all necessary information and resources for clients. However, it could benefit from more detailed information about pricing and services offered.The co-branding with Raymond James adds credibility and stability to the location, giving clients confidence in the expertise and professionalism of the staff.Overall, this location is a solid choice for those seeking financial planning services, with the exception of the unclear pricing.
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Categories
Financial Service
Financial Advisors
Financial planner
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