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“Nelson Financial Planning deserves more than 5 stars. We’ve been fortunate to work with this amazing company for more than 2 decades. Their personalized customer service and attention to detail is always apparent with every interaction. We would HIGHLY recommend this wonderful company to anyone looking for investment guidance and retirement planning.”
8:30AM - 5:30PM
1111 Douglas Ave, Altamonte Springs
Financial Advising
“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!”
“Agende Ana Beatriz, the best, helped me until the end, her customer service definitely exceeded my expectations, thank you Ana for helping me as much as possible”
“On the recommendation of my wife, I used Laus Consulting Services for the first-time last year and was extremely impressed with their professionalism, automation and attention to detail.I would recommend Pauline and her team to anyone interested seeking assistance with their taxes.”
“THE TAX EXPERTZ is the best!I would recommend THE TAX EXPERTZbecause they are professional and offer great services. I have been highly satisfied with it all! Special shout out to Tiffany?I could write a book on how happy I am with it all.”
“The team at IRS direct is very professional knowledgeable and it’s a pleasure to spend some time with them at the office and do the work that needs to be done for our corporation. Highly recommend them.”
“this was my 1st time not using h&r block for 25 years.our taxes were a basket case and presented last minute. we had over 60 documents to share. AZS Accounting worked wonders for my wife and I. They made it stress free as well. you are in great hands if you chose AZS Accounting!”
“The Beacon Pointe team is extremely knowledgeable and trustworthy – and they truly care! Crystal has been my advisor for many years and, in addition to doing a great job managing my investments and formulating a financial plan that helped me prepare for retirement, she has also assisted me with tax planning and inheritance issues, and even guided me through a successful Medicare surcharge appeal. You’re not just a number with Beacon Pointe – They know you personally and provide support through every financial situation and stage of life!”
“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!”
“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.”
8:30AM - 5PM
633 N Orlando Ave, Winter Park
Financial Advising
“We have been using the Winter Park Schwab office for a few years. We have always received promo, professional and friendly service from Eve that we have dealt with.”
“Trevor was extremely helpful in helping us access an older account. He was able to get us new log in and password, account balance and account number without be transferred to a bunch of different people! Even wished me a happy early Birthday! Companies need to hire more people like Trevor! It’s the little details that always stand out!”
8:30AM - 3PM
390 N Orange Ave Suite 100, Orlando
Financial Advising
“I remember when it was a small little bank across the street from the Bank of America. They gutted out the inside and redid the bank which used to be Bank of America and made it look 10 times better than what it was before...”
“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!”
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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.”