Established Pine Island firm changes affiliation, name
Last month, Buzzy Phillips, whose financial services firm has been associated with Raymond James for over 10 years, changed the name of his firm to Ameriprise Financial.
“The change is for financial reason only,” Phillips said. “Raymond James is a great company with great people. Over the years we’ve been approached numerous times to change companies. This time, when we were approached by Ameriprise, Chris (Wiederhold) sat down and compared every client with what they are paying now and what they would pay if we made the change. The average savings for our clients was just under 16 percent per account. That made the decision for us.”
“”We at Ameriprise Financial are very happy to have Buzzy and Chris join us,” said Sabrina Tacheny, senior manager of franchise recruiting for Ameriprise.
“In addition to the savings, Ameriprise Financial offers a greater range of services,” Phillips said. “It just boiled down to a very, very customer-oriented kind of service and one of the new services we will be offering is investment classes.”
The Ameriprise office is at 10571 Stringfellow Road, Bokeelia, FL 33922. For more information, call the office at 239-283-8977.