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Gulf Coast Wealth Robby Spillman
8470 Enterprise Circle, Bradenton, Florida, United States
About the Gulf Coast Wealth Robby Spillman
Gulf Coast Wealth Robby Spillman is a finance institution located at 8470 Enterprise Circle in Bradenton, Florida. Our team of experienced professionals provides comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to help. With a focus on personalized service and tailored solutions, Gulf Coast Wealth Robby Spillman is dedicated to helping clients secure their financial future.
8470 Enterprise Cir Suite 102, Bradenton, FL 34202, United States
Opening hours of Gulf Coast Wealth Robby Spillman
Monday:
08:00 - 18:00
Tuesday:
08:00 - 18:00
Wednesday:
08:00 - 18:00
Thursday:
08:00 - 18:00
Friday:
08:00 - 18:00
Saturday:
08:00 - 18:00
Sunday:
08:00 - 18:00
Reviews of Gulf Coast Wealth Robby Spillman
"Robby Spillman became my financial advisor after I attended his seminar. He recommended I take out an annuity which involved taking out a Required Minimum Distribution (RMA) every year. I asked Robby to fill it out since this was my first time so I wanted it to be done correctly. We met in his office and completed it weeks before the deadline of December 19, 2022. On December 19, I called to find out when I would receive my check. I was told nothing was faxed in. I immediately called Robby and he said he would fax it in within an hour. I called the next day to confirm they received the fax and they said they did. A week later I called to see when I would receive my check. They said no form was connected to my account. I assured her that it was faxed on December 19. She found the fax and questioned me about the account number on the fax which was different from the account number I gave her. I had only two policies with this company. One was qualified for RMD and the other one was not qualified. Robby put the unqualified policy number on the form so it was rejected. Some time later I asked Robby why he did not fax in the original form and he said he probably forgot to do it. When I called him on December 19 to tell him about the missing form, Robby never apologized or acted concerned. He just said he would fax it in within an hour."
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