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“This year we were concerned as to how much we would owe (we pay every year). My wife and I couldn’t have been happier with the such small amount of taxes we had to pay. Thank you Brian and team.”
“Excellent service, God put them in my path at the exact moment and thanks to them the same day I applied for my work permit for the glory of God and their excellent work they approved me ? it's something not to believe but it's true, don't have doubts in their work, a lot of trust in them and in God ?? thank you Doctor Diana for helping me you are a blessing”
“I have been very happy with the services provided by Shams and his team. They are very prompt in providing needed documents and services. They have also been helpful in answering questions that come up during the year. Shams's professinal feedback has been very valuable to me in making financial decisions that affect the logevity of the company.”
“Julie is absolutely amazing, this is my second year that she has done my taxes and she has NEVER disappointed. I recommend to get your taxes done at loyal tax experts!!! 100% LOYAL!! Thank you Julie ??”
8:30AM - 4:30PM
10015 Gallant Ln, Tampa
Financial Advising
“My wife and I have been a client with Sandy Morris Financial for over 10 years and they have managed our finances very well into retirement. Sandy, Steve, and Michelle are great and have been more like a family to us over the years taking care of our portfolio. Sandy has always remembered us over the holidays thanking us for being a client. They are all very accessible and we feel very comfortable contacting them anytime we have questions or need help with our finances. I highly recommend Sandy Morris Financial for your financial portfolio needs.”
“We love that we have a physical office to support our needs. Dena has been invaluable with helping us with ensuring we have the resources to make financial decisions, including specialsts who van jump on a zoom vall and do one-on-one training. She has also been invaluable in dealing with paperwork. I just wish they could notarize documents, similar to other banks, for us.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“We parted ways with our financial advisor. Since he put our funds into Schwab, we had a learning curve figuring things out. Tom was far more helpful and attentive in 2 visits than our advisor was in months. We now have the confidence to trade on our own and know that Tom is there to help if needed. His wife and assistant, Ann, is great, too!”