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“I give 5 stars because Harriet was up front and honest with the services. Not only did she figure out an issue with one of my credit reports having inaccurate information, but she even verified my report to me in each borough. She was very transparent with my situation and I Felt like we had an honest conversation. She saved me a headache and recommended the best advice for me that would not hurt my pockets. I would recommend Harriet for her honest service.”
“The Tax Expertz is the place to go to if you want the job done correctly with no errors and your money before and on time then you must look into The Tax Expertz it's more then just Taxs your able to have a life change it's like a 3 in one Tax, credit, and no stopping there your able to put together a plan to buy a house start a business it's a life style”
“I've been with the CFG group now for many years, and while the entire staff is so very kind, my direct experience is with my advisor, Rodney Ownby. He is not only the most knowledgeable advisor I've ever known, but he responds to my correspondence anytime, whether in normal business hours or not. I'm a loyal client forever!”
“We have been a client of Geoffrey’s in Oviedo for several years. 4 years ago we moved to Mount Dora, 45 minutes away, however despite there being an Edward Jones office in our area, we value his financial advise so much we drive back to Oviedo to meet with him. He is a true fiduciary looking out for our best interests. We consider him more then a financial advisor, we consider him a friend.”
“FABULOUS - My company has been with PICO for a few years and we couldn't be more pleased. Brenda Wren is my account manager and she is wonderful. She is immediately responsive, completely knowledgable of all the latest laws and rules, and explains everything thoroughly. I highly recommend PICO!”
“I love Fidelity Investments' Altamonte Springs office, but I wish they'd move it or build another office nearer to Winter Springs/Oviedo. Folks who rate this a 2.9 star are just haters. Anyway, Google reviews is probably not the place for investment firm ratings.”
Open 24 hours
965 Keller Rd, Altamonte Springs
Financial Advising
“Amazon Store Card-Great card. They give you a high limit which is good and bad.... because Amazon is so fun to shop at! So, it is good in order to get all the products you want, and not so good because well, you can go a bit crazy with shopping lol. However, this card has a great feature where if you pay certain purchases off within a set amount of time the purchases are interest free! Can't beat that!”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“The best financial advisors for retirement planning, building your private wealth and leaving a legacy! They think of everything and they are surrounded by professional colleagues and a network of collaborators that review and take care of everything with the utmost degree of integrity and professionalism. This is exactly what you need to be able to trust an organization with your future finances and retirement strategy!”