Financial Advising near Safety Harbor, FL

16 locations found near Safety Harbor

“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.”

5 Superb27 Reviews

“Gulf coast accounting is the best accounting service I have ever used. They did my business and personal taxes. The process was so easy. And the follow up service is excellent also. The big shock is one I got my bill. Their price was way better than any other service that I have used in the past. My main concern was getting everything done so efficiently, and the price afterwards was just an added on bonus.”

4.8 Superb47 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

“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.”

4.7 Superb32 Reviews

“Amazing group of people to work with! They helped me to consolidate several old 401Ks and got me set up with a Roth IRA. They assisted me throughout the whole process and made sure that I understood exactly what was happening. My husband and I are not high earners, but they treated us with a lot of respect and I never felt that I was any less of a priority. Very professional and knowledeable staff.”

5 Superb22 Reviews

“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.”

4 Good10 Reviews

“Great culture, Meaningful Work, Generous Benefits, Decent amount of PTO, Work/Life balance very good ..in my opinion this is easily one of the better companies to work for in all of Florida!”

3.8 Good36 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

“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”

3.3 Good30 Reviews

“I went in today for help in transferring over an IRA from my late father who passed away last month, when I arrived Isiah (one of the financial associates working at this branch) assisted me and immediately solved all my issues and answered all my questions. So far I’ve scheduled a follow up meeting with him and his associate to come up with a plan moving forward. Im happy to say I’m moving forward with Schwab!”

3.3 Good13 Reviews

“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!!!!”

3 Average15 Reviews

“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.”

2.6 Average17 Reviews

“Super helpful and nice staff.Some others have had trouble finding the location, but it isn’t that hard to find. It is in the building NEXT TO the grand Hyatt, on 8th floor.”

2.5 Average27 Reviews