Financial Advising near Safety Harbor, FL
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Financial Advising
Financial Advising
“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!”
Financial Advising
“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.”
Financial Advising
“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.”
Financial Advising
“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.”
Financial Advising
“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”
Financial Advising
“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.”
Financial Advising
“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!!!!”
Financial Advising
“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!”
Financial Advising
“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.”
Financial Advising
“I attended Sandy Morris' financial and estate planning seminar in Westchase. She then invited me to her office for a free consult. She gave her time freely. We identified that I'd benefit from financial services that she does not offer, and she gave me names of other service providers to contact. Sandy is a professional and she also has a soft heart. No sales tactics. I like her. Her staff was also helpful, professional, and responsive.”
Financial Advising
“Excellent wealth management firm in Clearwater, FL for retirement planning, fee-only financial advice, and tax preparation. Parker and David are both Certified Financial Planners and Chartered Financial Analysts. Check them out!”
Financial Advising
Financial Advising
“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.”
Financial Advising
“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!”
Financial Advising
Financial Advising
Financial Advising
“Just purchased my home with Raymond James Trust and received above and beyond excellent service with my Mortgage Consultant Ashley Turner. Ashley was the best and so helpful from the approval process to the closing. Happy home owner.”
Financial Advising
“Melanie and Mark are really helpful and professional. They patiently answer all my d*** questions and make sure by asking me why I'm doing things that I'm doing the right thing.”
Financial Advising
Financial Advising
“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.”
Financial Advising
Financial Advising
“Fantastic company! Very customer-need oriented, excellent customer service, you don't feel like just another number, when calling them for services. Agents go above and beyond for their clients.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“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.”