Nature Coast Financial Advisors, Inc
7070 West Gulf to Lake Highway, Crystal River, FL 34429
About the Business
Nature Coast Financial Advisors, Inc is a finance and insurance agency located at 7070 West Gulf to Lake Highway in Crystal River, Florida, United States. They offer a 6-page instant download that covers key financial challenges in retirement planning. With a team of professionals, they can help you create a personalized plan for your ideal retirement. Attend one of their informational seminars to learn more about retirement income strategies and legacy planning. The institution offers insurance products through Nature Coast Financial, Inc and investment services through AE Wealth Management, LLC. Please note that investing involves risk and no strategy can guarantee a profit. Contact Nature Coast Financial Advisors, Inc for a complimentary analysis and guidance on your financial decisions.
Contacts
7070 W Gulf to Lake Hwy, Crystal River, FL 34429, United States
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I got the invite, I called to schedule the meeting. I was confirmed and told to get there by 5:45 for the valet parking. The meeting was at 6pm, when I got to the place, there wasn't anyone at the valet parking at the time, I was there before 5:45, I drove around the block and found a parking space, parked my car and walked to the front door at 5:55 to be told that I couldn't go in because Mary Campbell overbooked the seats and there wasn't one available for me. This is very unprofessional. Over booking and even when you are on time, not letting you in, that's not acceptable, I can't trust a company that is not reliable on something so simple, never mind trust them with my investment."
"Gary and Scott and Melinda have done us right since we have had them. We told them what we wanted with our money and they have met or exceeded our expectations."
"What Gary and his team did for my family will save us so much grief in the future not to mention saved us a lot of money. You never realize what could happen to your loved ones if god for bid something happens to you and you don’t have your checks and balances in order. Gary took the time to explain everything to us and was very patient with our decision. Can’t thank you enough!!!"
"Got a mailing that invited me to a meal at Fleming to hear about their services. Also offered a zoom call due to covid and a $100 Flemings gift card for attending. After a couple of calls finally got a zoom meeting set up. Sent all requested info and spent an hour on the phone with Scott. Found out your investments are with t d ameritrade. At the end of the hour long call it was requested to set up an in person meeting. I informed the person that I wanted to think about it. That’s when I was informed that in Order to get the Fleming gift card I would have to agree to a second in person meeting. I was told I had wasted his time when I declined the second meeting. Glad to find out I was a time waster before I considered this firm The mailer did not state that I had to do a second in person meeting for the gift card it gave me the choice. Of zoom in person or a call Be careful and do your diligence before using this firm"
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