Financial Advising near Lady Lake, FL

“I had bad experience last year with a former H&R Block who went out on their own. Have dealt in a number of real estate transactions I wanted to have someone with experience do my taxes, unfortunately I picked the wrong person. The IRS actually informed me that I over paid (a lot). Needless to say I changed it up and Shannon Langhardt at "Your Villages CPA" did an excellent job this year, exceeded my expectation, provided excellent service resulting in an nice refund when I actually expected to pay in. I'm retaining her services to conduct a review of past tax preparations for potential additional overpayments. I highly recommend Shannon as she has excellent credentials, education, background and experience. She took her time, explained everything to me (even though I really don't like learning about taxes) and was very professional. My tax package at conclusion was neatly organized and easy to follow and filed electronically.”

“I had the most pleasant experience with Tone today. Not only was she professional, friendly, she was so efficient and even followed up with me on my wire transfer today. She is top notch and I will always look forward to banking in person with tone at Schwab! Thank you Tone!”

“David Merrick is the best financial advisor we've ever had. He is professional, knowledgeable and very personable. We are so fortunate to have him. His staff is also wonderful. We highly recommend David Merrick for your financial support. He will help plan your future dreams.”