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“Had the pleasure of working with carl. filing my taxes as a self employed contractor has aleays been a tricky thing for me to do on my own however carl has made the whole process easy & seamless also ensuring i receive all eligible benefits”
“Dennis is an exceptional advisor. My experience with Dennis and his team has been wonderful. He cares about me and takes time to personalize my financial life and investments. He provides me with abundant information to help me make informed decisions. I was tired of dealing with big banks and Dennis exceeded my expectations.”
“Don Fallenbaum CPA has been doing my personal taxes for years. Other family members have their personal and business taxes done by Fallenbaum CPA also. I highly recommend Don and his advisors for any personal, business and/or financial advice or planning.”
“Generally excellent, Legit, Kind, and reality based. My representatives Samantha, and then Adriana were always available and willing to work with situations and compassionate and professional”
“Well done and endless thanks to Mike! The situation of this transaction had a tight schedule and also from the beginning the process was very complicated, but Mike, Frankie, Edith and the entire fulfilled everything expected. I had the opportunity and luck to have Mike Lewis (President of Florida Mortgage Solutions) work directly on the purchase of my home! I am a Realtor and the way in which Mike with his experience and great knowledge made this possible has left me very impressed and at the same time grateful for everything he has done, even more than expected. That really speaks to how well your office is run and the caliber of the specialists who handled the processing of my entire loan! I will recommend to all my clients to work with this mortgage company.
If I can put more than 5 start, I will rate this as 10 starts company”
“Carl took an hour to go over every account I have and we made a plan to work on my credit. He answered any question I had and is always quick to reply to my messages. Thank you.”
“Ricky gets it done and knows his stuff. Have recommended him countless times and he has taken care of our entire family with our life insurance and health needs.”
“Morris is an excellent & knowledgeable professional - he came into our business in a time where we had nothing in place & he completely built a financial plan, protection and strategy for our business. We feel happy knowing we are in great hands. 100% recommend.”
“I was referred to IAA Wealth Management and its by far - the best broker firm! Tiffany Taylor manages my portfolio and her knowledge and professional background is quite impressive. I am glad to have her overseeing my retirement and investments. I highly recommend IAA Wealth Management!”
“I had almost given up on Charles Schwab because I wasn’t getting a very good response or service but then I got a call from Adam Rittersporn at Charles Schwab Fort Lauderdale and things changed :) Adam provided me with world class service and helped me set up accounts and had great follow up to make sure I got what I needed. I’ve never had such great service from a representative at any bank like I got from Adam. Highly recommend!”
“I didn't have an appointment but was helped quickly by the young woman at the front desk. I'm sorry that I didn't get her name. It was a very nice experience. I've been there before and I've always been treated with respect and given all the help that I needed.”
8:30AM - 4:30PM
450 E Las Olas Blvd # 160, Fort Lauderdale
Financial Advising
“First and foremost- what a beautiful city national bank. Layout wise, this is how they should all be. I get the building is huge but it makes for such a better experience. The team at this location was extremely kind and helpful! They assisted through a complex deposit and I believe her name was Michelle - what a great human being! God Bless”
“First off I like to apologize to two employees after speaking to one ms. Meeks. I have no dependents and my return was about $800 and change before the fee after she did her did her magic touch I went from 800 to $3200 or more. I was so wrong how I came at them. Because all of them go above and beyond but ms. Meeks has Godly fingers she told me she pray over all her returns. People get upset because they want it their way(I’m guilty of that) all it takes is effective communication! Stop by there’s and they can give u how much you supposed to receive and what every they try so sorry . is a great job.,because I been goiing send my docs via email. I apologize to the one a both of you. God bless”
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“I was referred and Rhode did an excellent job. 1. in getting me back the money I should2. Great communication skills and answering my questions. Also friendly.Will definitely use Rhode again next year!! Thank you!!”