Financial Advising near Sunrise, FL

18 locations found near Sunrise

“Carl took an hour to go over every account I have and we made a plan to work on my credit. He answered any question I had and is always quick to reply to my messages. Thank you.”

4.8 Superb61 Reviews

“Excellent company ⭐⭐⭐⭐⭐ Game Changer!!!
Highly professional! Amazing timing and Great results!!!

I had a very interesting experience with a well-known credit company that opened another credit line on my account without my confirmation and continuously raised fees and charges. Despite repeated conversations about canceling the accounts, they kept increasing the fees, refused to negotiate, and seriously damaged my credit score.

Trusted Credit Repair completely changed this situation for me. They worked directly on my case, corrected the issues, and raised my credit score by more than **200 points**, bringing it back to around **800**, where it was before dealing with those issues.

We worked together for only a few months (less than half a year). All of our conversations were short, highly productive, and very professional. When you work all the time you have to have trusted people who appreciate your time as well, so that is the right people!.
I highly recommend Trusted Credit Repair to anyone who needs real results!.”

5 Superb196 Reviews

“The filling process is pretty good and professional with all details being explained and you get a decent amount back in taxes. We had an issue with referral payment but Marvin from TAXFAM called me and resolved in within minutes so highly recommend their services”

4.9 Superb174 Reviews

“I had a very good overall experience with Mr. González. However, the PCP I chose and whose name I gave to Mr. González was not the one assigned to me. I was assigned a totally different PCP, which is causing a few issues right now. Humana is supposed to be working on fixing this problem.”

5 Superb52 Reviews

“Carl is the ultimate tax professional, he provides clarity and sound advice, every single time. Tax issues can be scary, but I’m confident in Carl’s knowledge and leave every appointment feeling like I have a better handle of my finances. Thanks Carl!”

5 Superb52 Reviews

“Unmatched and unbelievable customer service! Eve took my call after hours Doing her free time and spent at least an hour on the phone with me give me a wealth of information.

As well as analyzing my credit report and providing a solution! I called the other credit repair companies in the past. And the service I was given by them, definitely did not put me at ease.

Eve was able to change my mindset and show me that there are some good people out there still.

I would highly advise using Eve services to not only my friends and family. But to their friends and family as well!”

5 Superb46 Reviews

“Wolfson and Associates are amazing! It's been a pleasure working with them for the past several years. Nicole and Amy are fantastic, attentive, efficient, and always willing to go above and beyond to ensure we're satisfied. Their dedication and professionalism make every interaction smooth and enjoyable. Highly recommended!”

5 Superb36 Reviews

“Well done and endless thanks to Mike! The situation of this transaction had a tight schedule and also from the beginning the process was very complicated, but Mike, Frankie, Edith and the entire fulfilled everything expected. I had the opportunity and luck to have Mike Lewis (President of Florida Mortgage Solutions) work directly on the purchase of my home! I am a Realtor and the way in which Mike with his experience and great knowledge made this possible has left me very impressed and at the same time grateful for everything he has done, even more than expected. That really speaks to how well your office is run and the caliber of the specialists who handled the processing of my entire loan! I will recommend to all my clients to work with this mortgage company.

If I can put more than 5 start, I will rate this as 10 starts company”

5 Superb47 Reviews

“Jarrod was great! He was very patient & very easy to get ahold of whenever I had questions. He did a wonderful job breaking down all of the concepts & going more in depth of how to be financially intelligent. I had a smooth experience!”

4.7 Superb25 Reviews

“I highly recommend Blum and Blum, Certified Public Accountants. After my husband died, I needed to find both a CPA and an estate CPA. I consulted with several professionals in the area, but when I spoke with Alfonso Guerra, I immediately recognized that he was the right person to guide me. He possesses in-depth knowledge of tax matters and can answer questions that other CPAs cannot.

Alfonso met with me to explain the necessary steps, and his partner, Garry Poltruck, managed all of my estate tax documentation. Alfonso also prepared my tax return, filing jointly as a widow. In November, I met with Alfonso to discuss end-of-year charitable donations and to plan for tax implications in the coming years.

Alfonso and his wife, who manages the office, have shown exceptional kindness throughout this process. Blum and Blum have provided consistent guidance and support during this unexpected tax journey. Beyond their professional assistance, they have demonstrated genuine care and support.”

5 Superb44 Reviews

“Susan at Title Alliance is amazing! She always goes above and beyond for every client and agent she works with. No matter what comes up, she does everything she can to make sure the deal closes while also protecting me and my clients every step of the way. She’s professional, knowledgeable, and one of the most dependable people I’ve worked with. I’m always happy when I see her name on a file because I know it’s in great hands!”

4.3 Superb24 Reviews

“They are knowledgeable and efficient. Gracious and polite, they answer my questions throughout the year to help expedite issues during tax time. This is the best firm I’ve ever used.”

5 Superb9 Reviews

“I was referred to IAA Wealth Management and its by far - the best broker firm! Tiffany Taylor manages my portfolio and her knowledge and professional background is quite impressive. I am glad to have her overseeing my retirement and investments. I highly recommend IAA Wealth Management!”

5 Superb4 Reviews

“They do exactly as advertised. I had one phone call with a nice rep who looked at my finances and income to determine that I was a good fit. Lo and behold 6 months later my score keeps going up and my debt keeps going down. All while don't have to do anything. Creditguard collects payment for me.

I usually don't leave reviews, but this place saved my piece of mind.”

3.4 Good46 Reviews

“The guys working there today were helpful, friendly, and solution oriented. Saw a couple of negative reviews and felt inclined to share that was not my experience at all.”

3.2 Average17 Reviews

“Most people don’t take time to write out a positive review, let alone acknowledge good in their life. Natalie was extremely kind and helpful. Hope to have more customer experiences with establishments like this. This location is NOT A BANK. Do not write reviews if you went in expecting a bank’s services.”

2.6 Average33 Reviews

“First and foremost- what a beautiful city national bank. Layout wise, this is how they should all be. I get the building is huge but it makes for such a better experience. The team at this location was extremely kind and helpful! They assisted through a complex deposit and I believe her name was Michelle - what a great human being! God Bless”

2.3 Poor19 Reviews