Garrison Wealth Management - Mt Dora, Florida

Garrison Wealth Management, located at 6967, 2110 N Donnelly St # 600, Mt Dora, FL 32757, is a reputable financial planning firm that offers a range of services for those looking to secure their financial future. The company specializes in providing personalized financial planning solutions, ensuring that clients can navigate the complexities of investment planning, retirement planning, and estate planning with confidence.

One of the key features of Garrison Wealth Management is its commitment to accessibility. The firm boasts a wheelchair accessible entrance, parking lot, and restroom, making it easy for all clients to access their services. It is recommended to make an appointment before visiting to ensure that the team can provide the best possible service.

The firm has received mixed reviews on Google My Business, with an average rating of 3/5. This suggests that while some clients have had positive experiences, others have faced challenges in their interactions with the company. It is essential for potential clients to weigh these reviews carefully when considering Garrison Wealth Management for their financial planning needs.

To learn more about Garrison Wealth Management, visit their website at garrisonwealth.com. Their team of experts is available to discuss your specific financial goals and develop a tailored plan to help you achieve your objectives. For more information or to schedule a consultation, please contact them directly at 3833100 or by visiting their office at 6967, 2110 N Donnelly St # 600, Mt Dora, FL 32757. With their expertise and commitment to accessibility, Garrison Wealth Management may be the right choice for anyone seeking a comprehensive financial planning solution.

👍 Reviews of Garrison Wealth Management

Jennifer

1/5

Made an appointment to discuss investments with Bob, we talked for an hour. Gave him all my information to have my rollover IRA transferred to his company to have him manage. Sent over the additional information he needed via email and never heard from him again. I emailed him & called his office twice. His receptionist told me the first time I called that he was out of the office. (Which I took as out for a meeting or something) Then when I called a week later she said he was still out of the office in North Carolina. I told her I wished someone would have told me he was on vacation vs just “out of the office”. She laughed and said “well he has an office there & he should be able to return your emails or call you” I told her how unprofessional this whole situation was. After that I still didn’t hear back. Now after a month if not longer I have emailed Bob yet again to inform him and just have it documented that I do not wish to have him handle my roll over IRA and that I was very disappointed in the lack of professionalism. Of course no email back. Please take your business elsewhere if you want to have someone who is professional and reliable.

Kara K.

5/5