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“Jeff is extremely thorough, trustworthy and knowledgeable. He is always available and willing to explain any questions I have. I highly recommend working with Jeff and Water Street Wealth Management”
“Screaming thank you to this amazing group. It started with Darcy who believes in treating others as you want to be treated! Kim who gets things done with big love and Shane who is clearly a genius. 10 stars”
“Mark Vernick and the team are a delight and very professional. Mark will take the time to explain things in a way that is easy to understand. He dedicates time to his clients and the team is always very responsive and happy to help.”
“We took on Maggie Tax as an adviser several years ago and have been very happy that we did. Chris, Bobby,and team are professional, friendly and have our best interests at heart. We look forward to our retirement future and Maggie Tax is leading us down that path every step of the way.”
“Wade and I have been working with Ray and Kim at Provise for over 30 years. They have done very will for us both in protecting and growing our investments. They are very easy to work with and always available. We highly recommend Provise Management Group.”
“I was looking for cost effective tax preparation for my business when I came upon Fredrick James Accounting & Tax Consulting. What I got instead was a trusted business advisory team that consistently goes the extra mile to help you succeed and to get things done right the first time. "Right the first time" is key for a small business focused on containing costs. Fred and Crystal Daus head up very personable team of professionals dedicated to your business' success, getting things done on time, done very well and providing exemplary customer service. No matter what the issue, I'm never alone.”
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.”
“I’ve been doing my taxes with Mr. Luan Kola since 2015 and I’ve got to say I have never met a more genuine and caring accountant. Professional and courteous and always here to help. Don’t hesitate to stop by.”
“Cade really went above and beyond to clear a hold for me. I really thought I was going to be stuck in some sort of limbo for a while but thanks to his help I was able to buy the stock I've been trying to buy since last week. Thank you Cade!”
“There was no possible better fit for me to have the greatest luck to j spent my career working for an extremely important firm who valued me as much as I valued them . Chase, unlike most all other mega-firms gave recognition to the employees who truly dedicated themselves to the betterment of the bank via good, smart (not hard work) , innovative, creative employees. This was cause for an extremely comfortable, satisfying experience in which to work. My heartfelt gratitude to JPM Chase for the creation of the best possible relationship between employee and employer.”
“My financial advisor Julia Burke made the process of converting my old 401(k) to an IRA smooth and stress-free, explaining everything clearly along the way. I truly appreciate her expertise and the personalized attention provided throughout the transition.”
“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.”
“The team at VJ Consulting have taken care of both my personal and business accounting, payroll and tax needs for years. They are extremely knowledgeable about tax laws, Quickbooks, the IRS, etc. They have saved me and my employees thousands of dollars over the years and are always available for questions! They will be my accountant agency for life! I refer all my family and friends. Highly recommend!!!!”
“I truly Recommend Mrs vanessa william the best professional crypto expert with good percentage ROI capability with proven record. After being scammed by fake platform i lost $10,560 to them, nevertheless I was still convinced that they are still genuine platform out there, luckily for me i found one and was able to recover my losses I deeply recommend her trading skills and extensive experience in the cryptocurrency field after investing $2,000 with vanessa she made me $26,700 in a week amazingly no charges was paid for my withdrawal. Reach out to her on Email:[email protected] WhatsaApp: +1(336) 612-4060”
8:30AM - 5PM
28100 US Hwy 19 N Ste 100, Clearwater
Financial Advising
“Fidelity isn’t a bank more of investments. Sure they have a cash management account you can use for direct deposit but all this transactions you guys are trying to do isn’t going to happen. Everytime you need to you can call them they answer. You will get fidelity on the phone, it may not be in exactly Clearwater but you can get them on the phone and any transaction you can imagine is on the app not in person like your local credit union. That’s where the frustration is coming from.”
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“ADDENDUM: 2-12-24I must add the TAX PREP service to my review, which has proven the best we've ever experienced. MFP's owner, Chris Mavrakos, has gone above and beyond to find us ways of saving on our taxes each year. MFP's staff know the tax laws and know how to put them to work for you They've proven to be far better than any accounting/financial consulting firm we've ever used. They continue to be THE SOURCE for all things financial -- including tax prep. Have them help secure your financial future. You will not be disappointed.--------------My Original Testimonial:We've been to the big corporate financial houses over decades and we were continuously disappointed for their lack of personal service. After being referred to MFP by a mutual friend - our investment portfolio took a radical turn.We started to see an investment strategy based on solid research. That and our CFP's knowledge and experience advanced our portfolio to new heights. And a philosophy focused on CUSTOMER DELIGHT rather than that tired, old baseline customer service.Yes, we are delighted with MFP. Its owner, Chris Mavrakos, handles all our financial needs. And it's a family business with daughters Jordan and Taylor, both very accomplished as well. And the support staff is very conscientious and always accommodating to clients.At MFP, we always feel like part of the family.”