{{ group }}
-
{{ item.name }}
{{ item.address }} {{ item.name }}
- {{ item.properties.formatted }}
“Debra has been handling my taxes for years. Excellent CPA. She has incredible knowledge and a tremendous amount of experience.
Highly recommend her services!”
“We have been clients of DeRose FPG for 20+ years and I can honestly say that they have been outstanding in helping us plan for our retirement and beyond. The whole team has enabled us to have peace of mind about our financial wellbeing. Our estate plans are in order with their guidance, and Karen, Anthony, Nicole and the DeRose group are all wonderful! They listen, they help with major life changes, and they care deeply. I can't recommend them highly enough!”
“WFSTA have been everything we could have hoped for, and more, as a source of financial advice for our family. They are dedicated to listening to the client's dreams, and hesitations, and then providing a gamut of options - with carefully tailored recommendations - but with absolutely none of the 'pressure tactics' we experienced with other businesses. All the members of the team appear to be committed to providing the best service possible, and always with a friendly face. I cannot recommend them highly enough.”
“Very helpful, honest, trusted,
experienced, and understanding. What else can a person ask for.
Was recommended by a family member.
Thanks family member!”
“I have been a client of APC Financial Group for several years, and their exceptional service has been instrumental in achieving my financial goals. Their team, led by Tony Canonaco, offers a comprehensive approach to financial planning, seamlessly integrating tax consulting, wealth management, and investment services.
What sets APC Financial Group apart is their personalized attention and commitment to understanding each client's unique needs. They take the time to explain complex financial concepts in a clear and understandable manner, ensuring I feel confident in my decisions. Their dedication to building long-lasting relationships is evident, and I truly appreciate their unwavering support.
Thanks to their guidance, I've successfully navigated significant financial milestones, including retirement planning and investment strategies. I wholeheartedly recommend APC Financial Group to anyone seeking a knowledgeable, dedicated, and trustworthy financial advisor.”
“After I left my business of 30 years I started over at Bakers Life. What a great company to work for. Tremendous opportunities while helping protect families. I feel great about the work I do and the support from management. Best company to work for on the Planet!”
“My wife and I are very happy with our dealings with WEG. They've been responsive to our questions and needs, and seem genuinely interested in our financial wellbeing. Our only concern has been due to a few recently employee changes, but so far, they've come thru on everything.”
“I have worked with Kelsey Cagle at this office for several years. He is extremely helpful and always there when I have questions or concerns. I highly recommend him.”
“Ryan is very knowledgable about the college planning process. I was suprised at the ways we needed to move our money around in order to take advantage of all the grants & scholarships that are offered.”
“Always ready to help and very straightforward. They understood I was not a risk-taker, and invested my money accordingly.I am very satisfied with their services. Recommended to me by a late friend and neighbour, who was an antiquarian, and very rich.”
“My Wife and I couldn’t be happier with the Professional Team of people at Cukierski &Associates. Our meeting with Steven Yatesis always very professional and informative.We highly recommend them for your accounting and tax needs.All the best,Rick & Chris Rochetti”
“My wife and I had 6 financial advisors over 15 years, all of which offered only their company’s products for investment. In 2013, on a whim and with some skepticism, we attended a Steve Lewit dinner/seminar. Until that seminar, we had never heard the term “fiduciary”, much less know its meaning. Steve’s presentation sounded interesting and we decided to make an appointment with him to go over our finances. When Steve asked us our priority, we answered monthly income for retirement. Steve and his team then put together a plan that met our retirement income wishes, utilizing products of a few different companies. So we decided to again change advisors and move our assets into Steve’s recommended portfolio. Now, 9-years later, we are very happy to state that those expectations have been exceeded, as our monthly retirement income is more than was planned. A financial advisor that is a fiduciary (like SGL) made all the difference for us. We currently live in a Florida retirement community and recently discussed how lucky we are to have no money worries at this point in our lives. Had it not been for Steve and SGL, we wouldn’t be in this position. And even though we live in Florida, SGL still handles our financial planning and investments, and we couldn’t be happier with the results.”
“Jim and Karen take the time to help you with your taxes and your financials they do this with a very friendly staff and in a timely manner I have been going there for over 20 years I don't want to use anybody else they get the job done right and is very helpful with any questions we have”
“Michael Rieck helped me get through some unfiled returns. He was kind, educational, and extremely helpful in navigating all the steps to clear up my past debt. I highly recommend him.”
“Andrew is very knowledgeable and always available for advice. He helped my wife and me with a setup of a retirement account. Looking forward to working with Andrew to grow our nest egg. Excellent partner and highly recommended.”
“Thank you so much to Laura M. for helping my wife and I set up some new accounts and consolidate accounts across several brokerages. She made a complex process seamless and we appreciate her assistance!”
“Tony has taken care of our finances for more than 25 years. He has always had our best interest in mind. We are now set up for our “Golden” years as he continues to look after our finances. His attention to detail is amazing . You could not be in better hands. He and his staff are simply outstanding!”
“Been coming here since high school, close to retirement now. Cristina A has been helping me lately and she speaks my language. Nice surprise! She is very patient, knowledgeable and never forgets about me as a customer. Every time I walk into the bank she has a smile on her face, and beyond that smile is a wonderful caring human being.”
“I opened a savings account with Alliant Credit Union because they offer great interest rates on their savings accounts and auto loans. I the account for several years but decided to close it. The banker/rep I spoke to was so kind and helpful and handled the transaction quickly and efficiently.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Agatha help my husband & I, with the loan of our first home. She was the best. Easy to communicate & understand. She got loan ready within couple of weeks. We highly recommend her! You won’t regret it.
Definitely will be coming back for any future home purchases. Currently happy with our home purchase from January 2026. Thank you Agatha”