{{ group }}
-
{{ item.name }}
{{ item.address }} {{ item.name }}
- {{ item.properties.formatted }}
“My family & I have been using Brian at Walter Sanders for the last 8 years and he has been incredible! Every year when we review our taxes, he is so thorough and provides clear understanding of what each line item means. I would highly recommend using Brian for your taxes!!”
“I had a fantastic experience working with Vanny. He was incredibly helpful and insightful throughout our meetings. The advice I received was not only practical but also tailored to my specific financial situation. Vanny took the time to understand my goals and provided clear, actionable steps to achieve them. I highly recommend their services to anyone seeking professional and effective financial guidance.”
“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”
“Very informative. My experience with LOYAL TAX EXPERTS has been amazing. Very fast and great job , I would highly recommend this company. Thank you Julie Rivera”
8AM - 5PM
3709 W Jetton Ave, Tampa
Financial Advising
“Justin and his team are phenomenal. I’ve had around 5 different CPAs in 3 different states. Justin and his team are communicative, responsive, knowledgeable, and make us feel like we’re one big team. They are everything you could want in a CPA. He did our tax planning with us and gave us wonderful insight into how to maximize our savings. This seems like a given, but I’ve had multiple CPAs who do not do this. Our taxes, which are complicated (for us!), were done right and we saw amazing refunds. I recommend Justin and his stellar firm to anyone I can. They’ll have us for lifelong clients. Thank you Justin, Claudia, and the res of the team!”
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.”
“Chris is a unicorn in the financial advisor industry. He is a trustworthy, knowledgeable financial advisor who looks out for every aspect of my financial plan, from IRA to individual stocks to paying off student loans. I highly recommend hiring Chris to manage your money and assist you with your financial plan.”
“HIGHLY recommend this firm and their “Ask an Advisor” service! I needed some support on managing my backdoor Roth IRA so I reached out to James. He was very helpful in answering a few of my major questions regarding how to, necessary tax forms, moving some money around. As a person who doesn’t have a lot of investments yet, this one-time service made it possible for me to hire a financial advisor to make sure I’m setting myself up for success. Thank you, James, for concisely and patiently answering my questions!”
8:30AM - 5PM
4304 W Boy Scout Blvd, Tampa
Financial Advising
“Im from the Investment industry, and have been very satisfied keeping a significant personal account with Schwab for decades. Even now, both their online trading and banking platforms reflect better security and technology than say other leading institutions like JP Morgan Chase and Citibank. Finally, I get outstanding service from my Financial Consultant (broker), Carly Murphy, in the Tampa office. She thoroughly answers my questions on a timely basis. Carly even went so far to set up an in-person meeting today with Schwab annuity specialist, Michelle Roush, from whom I learned alot about the annuity product differences and other return details. Thrilled because I hold alot of annuities and my past / outside brokers never bothered to edify me! Thanks again to Carly, Michelle and Schwab!”
“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.”
“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.”
“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.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“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”