Financial Advising near Tarpon Springs, FL
12 locations found near Tarpon Springs
View Map9:00 AM - 4:00 PM
41 N Ring Ave, Tarpon Springs
Financial Advising
Financial Advising
“I did my own taxes the last two years. Used Liberty or Jackson-Hewitt before that. This year was a difficult rerun with a child in college and an out-of-state return. They completed and at a lower price than I paid the other guys.Happy with services provided.”
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.”
8AM - 6PM
2400 Merchant Ave, Odessa
Financial Advising
“I have been working with Monica at C&C since I became a 1099 employee in 2015 and I was scared to handle my own taxes. The first year I submitted what I THOUGHT were my taxes and she listed about 50 things I forgot that knocked my tax bill way down. I just tally up my receipts and hand them over and she gives me a number and a little analysis. to have that peace of mind backing me up when I do my taxes means the world to me. As long as Monica is there, so am I.”
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!”
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.”
9
Christine Franks - Financial Advisor, Ameriprise Financial Services, LLC - 28100 US Hwy 19 N Ste 400
9AM - 5PM
28100 US Hwy 19 N Ste 400, Clearwater
Financial Advising
10
Susan Bentkowski - Financial Advisor, Ameriprise Financial Services, LLC - 28100 US Hwy 19 N Ste 400
9AM - 5PM
28100 US Hwy 19 N Ste 400, Clearwater
Financial Advising
Financial Advising
Financial Advising
“Never imagined getting so much profits within a short period of time, it happened surprisingly I got this huge amount for me and super happy and excited for this win, it’s a great start for me in line if traded, you been a genius Mr John Dollerry you finally put a smile on my face, despite telling you my problems you didn’t take advantage of me, thanks a lot Mr John Dollerry”