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9:00 AM - 4:30 PM
138 W New York Ave #5, DeLand
Financial Advising
“This is my second year doing my taxes here and they are just the best! Not only do we get the most out of our tax return but also they are just great people. I especially want to thank Tammy for being so empathetic and kind. I had to reschedule my appointment a few times because of my sick toddler and she made sure to accommodate us while genuinely asking how my son was doing. I moved further North recently but you bet I’ll be driving down back to Deland next year to do our taxes. They’re worth the drive!”
“Tom and his team (Kiera) have been managng my portfolio for 25 years. I just retired and I am so glad I stayed with Tom and followed his advice. I trust him and the team. They are proactive and easy to work with and they built me a solid retirement plan I could not have done on my own.”
Financial Advising
Financial Advising
“Sherry delivers outstanding financial services with a personalized touch. She takes the time to understand my goals, explains options clearly and provides thoughtful guidance every step of the way. Her professionalism, responsiveness, and long -term focus give me complete confidence in my financial planning. I highly recommend Sherry for anyone seeking trustworthy, top-tier financial advice.”