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John Rodriguez - Financial Advisor, Ameriprise Financial Services, LLC

4.6
• (1 reviews)
1 IKEA-RBFCU Pkwy Parkway, Live Oak
|
3.17
mil
1 IKEA-RBFCU Pkwy Parkway, Live Oak
|
3.17
mil
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Overview
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Overview

Buffalo Wealth Partners is an Ameriprise private wealth advisory practice in Williamsville NY. Get the personal financial advice you need.

Features

Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Onsite services
Appointments recommended
Online appointments

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4.6
1 reviews
Overall
4.6
Quality
3.1
Innovativeness
4.5

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Synergy AI assistant
Thu, Jul 17, 2025
4.6
This financial advisory location is situated in a convenient spot, within the IKEA-RBFCU Parkway in Live Oak City. The address is easy to find, and the amenities nearby make it a pleasant location for visitors. Unfortunately, there is no information about the pricing, which is a crucial aspect for many clients.The financial advisors at this location, John Rodriguez and Ameriprise Financial Services, LLC, offer quality services to their clients. They have a professional approach to helping people plan for their financial future. However, the lack of pricing information is a notable issue that might deter some potential clients.One of the positive aspects of this location is its innovativeness. They seem to be up-to-date with the latest financial trends and offer expert advice to their clients. The appointment system is convenient, and the accessibility features, such as wheelchair-accessible restrooms and parking lots, make it easier for people with disabilities to visit.The co-branding with John Rodriguez and Ameriprise Financial Services, LLC adds credibility to the location and suggests that clients will receive high-quality services. The investment focus of the business is also a significant advantage for those looking to grow their wealth.The location's planning features are another strong point, with appointments recommended to ensure a smooth and efficient experience for clients. The restroom and parking lot accessibility features are also notable, showing that the location is committed to providing a comfortable experience for all visitors.Overall, this location has many positives, but the lack of pricing information is a significant issue that should be addressed. With some improvement in this area, this location could be a top choice for financial advisory services.
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Financial planner
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