Financial Advising near Odessa, FL

5 locations found near Odessa

“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.”

4.9 Superb116 Reviews

“Jeff is highly knowledgeable in this field. He offers 2nd opinion of your current investments and gives you the best options he has for you. Highly recommend doing a consultation with him!”

5 Superb30 Reviews

“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”

4.9 Superb27 Reviews

“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.”

4.3 Superb25 Reviews