Financial Advising in Coral Springs, FL

“Wolfson and Associates are amazing! It's been a pleasure working with them for the past several years. Nicole and Amy are fantastic, attentive, efficient, and always willing to go above and beyond to ensure we're satisfied. Their dedication and professionalism make every interaction smooth and enjoyable. Highly recommended!”

“Jarrod was great! He was very patient & very easy to get ahold of whenever I had questions. He did a wonderful job breaking down all of the concepts & going more in depth of how to be financially intelligent. I had a smooth experience!”

“I highly recommend Blum and Blum, Certified Public Accountants. After my husband died, I needed to find both a CPA and an estate CPA. I consulted with several professionals in the area, but when I spoke with Alfonso Guerra, I immediately recognized that he was the right person to guide me. He possesses in-depth knowledge of tax matters and can answer questions that other CPAs cannot.

Alfonso met with me to explain the necessary steps, and his partner, Garry Poltruck, managed all of my estate tax documentation. Alfonso also prepared my tax return, filing jointly as a widow. In November, I met with Alfonso to discuss end-of-year charitable donations and to plan for tax implications in the coming years.

Alfonso and his wife, who manages the office, have shown exceptional kindness throughout this process. Blum and Blum have provided consistent guidance and support during this unexpected tax journey. Beyond their professional assistance, they have demonstrated genuine care and support.”

“Susan at Title Alliance is amazing! She always goes above and beyond for every client and agent she works with. No matter what comes up, she does everything she can to make sure the deal closes while also protecting me and my clients every step of the way. She’s professional, knowledgeable, and one of the most dependable people I’ve worked with. I’m always happy when I see her name on a file because I know it’s in great hands!”