Amerity Financial - Lakeland, Florida

Amerity Financial: A Comprehensive Guide

Amerity Financial, located at 4740 Cleveland Heights Blvd Suite 5, Lakeland, FL 33813, United States, is a reputable financial consultant company that has been providing top-notch services to its clients for many years. The company specializes in financial consultation and has garnered a strong reputation for its professionalism and expertise in the field.

Location and Contact Information

• Address: 4740 Cleveland Heights Blvd Suite 5, Lakeland, FL 33813, United States
• Phone: 8636831750
• Website: amerityfinancial.com

Specialties and Services

At Amerity Financial, their primary focus is on providing personalized financial consultation to help clients make informed decisions about their financial future. They understand that every client's financial situation is unique, and they take the time to listen and provide tailored solutions to meet their specific needs.

Other Points of Interest

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• Appointments recommended

Client Reviews and Opinions

Amerity Financial has received positive reviews from its clients, with an average rating of 3.8/5 on Google My Business. Clients appreciate the company's knowledgeable staff, personalized approach, and willingness to go the extra mile to ensure they understand the financial planning process.

One client noted: "I found Mr. Burris Warner at Amerity Financial to be very helpful with financial planning. He explained the process as he presented relevant information and made sure I had a full understanding of the information. In addition, if I forget something or feel confused about what I need to do or something that had been discussed, he is just a phone call away."

Although the company has received mostly positive feedback, one client mentioned that they only gave Amerity Financial 4 stars because the consultant does not offer home visits, but they appreciate the convenience of in-person appointments.

Final Recommendation

For anyone seeking professional and personalized financial consultation, Amerity Financial is definitely worth considering. With their wealth of experience, commitment to client satisfaction, and accessible location, they are well-equipped to help you navigate your financial journey.

To learn more about their services or to schedule an appointment, visit their website at amerityfinancial.com or contact them directly at 8636831750. Don't miss the opportunity to take control of your financial future today

👍 Reviews of Amerity Financial

Judy W. H.

4/5

I found Mr. Burris Warner at Amerity Financial to be very helpful with financial planning. He explained the process as he presented relevant information and he made sure I had a full understanding of the information. In addition, if I forget something or feel confused about what I need to do or something that had been discussed, he is just a phone call away. Mr. Warner is very knowledgeable in financial matters and about helping you find out what works best for you. I only gave them 4 stars because he doesn't do windows, albeit he provides appointments in my home at my convenience. 🙂

Robert R.

5/5

Amerity Financial agent John Hunt has been an excellent and resourceful agent who is a strong advocate for his clients. He has also been extremely patient and understanding during a very stressful family situation regarding the financial care and well-being for my mother. His kind and professional manner are a strong credit to him, and, to Amerity Financial. I highly recommend working with him.

Andy B.

1/5

Beware, no assistance on the end of the policy. They will gladly take the commission on the sale at the front end, but heirs and family will be left to deal with the filing of all forms in the case of a life changing event. There are other full service options available in the area.

kenny B.

5/5

Wow! The one place who will gladly provide you with a “Common Sense Stategies” with products that most brokers simply will not provide or make available, due to these strategies can be had without brokerage fees!