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“Tim and his staff are doing a tremendous job helping me with my credit repair needs! I've been with them for 3 months and results on remarkable! Please check him out! He is the real deal and he has a network of professionals who can help you in a myriad of ways!”
“Both the professionalism and caring attitude of Grant Kennedy and Harry Stadelmayer as well as Harry’s experience has been comforting throughout this process. They came highly recommended and the reasons are obvious.”
“I have been with Nelson for a few years now and they are wonderful. Someone always answers the phone when I call the office and they are always so kind. Their online portal makes your accounts and statements easily accesible if you should need them. I cant say enough about Chet he offers great straighforward guidance and will explain all of the different options availible to you without pushing you in any one direction. There are no stupid questions and his knowledge of the market provides me the confidence to invest in my future. Nelson will treat you like family while offering quality diverse investment advice. I cannot reccomend them enough.”
“Simply the best! I highly recommend Pauline Ho for all levels of accounting needs. She has helped our family tremendously when we thought all hope was lost. We want to thank you so much Pauline for your commitment to service and outstanding professionalism. The Soto Family!”
“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”
“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.”
“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”
“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.”
“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.”
“Due to my profession, I have the opportunity to meet and work with many advisors, brokers and financial planners. They are certainly not all the same. I can confidently recommend George Stefanou with Stefanou Wealth Management.
Simply put, George truly cares! He truly cares about his clients- he takes the time to ensure they are informed and supported. He truly cares about his industry- his knowledge, leadership, and commitment to excellence make him stand out. And he truly cares about giving back so that others around him also have an opportunity to succeed.
I admire George and his whole team, including Kevin, Ashley and Rosa. They are professional and efficient. Clients are fortunate to have them representing their financial goals!”
“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!”
“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 came here to schedule an appointment and seen these reviews and decided to write one myself. Kimberly Stewart is smart, innovative and motivating. If you are coming with the mind of doing what you want to yields results, and being scared with your money, stay away. But if you open minded, not afraid to take the advice of an expert and apply it yourself and want to grow you money, call. I have been a client since 2016 and with her guidance, I was able to take a small car accident settlement and create stock portfolio that helped me start a business and purchase my first home. I hope to continue this relationship into the next 4 years in better position financially and leaving behind something for my children.”
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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“Before reaching out to Merit Wealth Advisors, I was, by all accounts, a financial novice. Despite being in my thirties, I had no idea what I was doing with retirement whatsoever. After realizing I desperately needed to be educated and proactive about retirement, I sent them a request for help. Ms. Isabel Ortiz contacted me, and she was an absolute superhero! In less than thirty minutes, she managed to explain to me what I already had from my employment history and what I should do with it to ensure I'm ready when the time comes to retire. Thirty minutes became a transformation of my financial trajectory. She was incredibly knowledgeable, super kind, and went above and beyond to ensure I knew exactly what I was doing. I recommend reaching out to Merit Wealth and asking for Ms. Ortiz - you don't need to look anywhere else!”