Florida Financial Planner

Sadly, I did not have the same experience as everyone else. I was left hanging several times and had to follow up several times. I finally asked if they were not interest ... more

Excellent client service.

An excellent experience. They have appropriate knowledge in the area, they explained each term of my statement to me and gave me security and confidence. Simply excellent ... more

I needed to come and give a huge recognition to Jorge Rojas from this branch. Every single time I come in, he goes out of his way to make it a positive experience. I driv ... more

Phil at Paramount Tax is great. He is very cautious and competent tax professional, and he helped me and my wife a lot during a year where we had a little bit more comple ... more

It's a pleasure working with Peggy, very reasonable rates!

Ive had the pleasure of working with Steve for many years. From my life insurance to my long term care insurance to my financial investments he is always there guiding me ... more

Edwin is the best financial advisor! He helped me so much!!! I cant recommend him enough!!!

John's service and attention to detail really helped me with my financial concerns and is setting me on the right path for my future and the future of my family. I would ... more

Eric's professionalism and genuine interest in my financial well being is the reason I highly recommend him as your Financial Advisor. He has provided me with the resour ... more

Will be switching banks asap. Worst service, card constantly blocked for suspicious activity for the most regular of activity, and long hold times to get it released.

Finds Nils work to be top notch. Always very helpful and accessible. Recommend him highly

I've been working with Dave Larsen for a couple years now and all I can say is that it's been a great experience. I've never worked with a financial advisor who is as com ... more

Ive been working with 369 for a while now and find them incredibly helpful. Not only have they grown our account, they also provide valuable insight into the future and u ... more

Stuart is completely unprofessional and not very honest - stay away.

Only providing more than one star because First Command is better than nothing if you lack the motivation or initiative to take control of your finances at all without so ... more

Only providing more than one star because First Command is better than nothing if you lack the motivation or initiative to take control of your finances at all without so ... more

Only providing more than one star because First Command is better than nothing if you lack the motivation or initiative to take control of your finances at all without so ... more

My finances would not be what they are today without the Feller Financial Services council and advice. I highly recommend this investment company to anyone looking for a ... more

Excellent advisors! Professional and extremely knowledgeable. The piece of mind they gave us simply can not be bought. A+ in my book!

Jon is an awesome person. I totally trust Jon Lee with my finances and have used his services for the past 10 years.

Rich is knowledgeable, and makes a very challenging and difficult discussion a lot easier. Always better to go with a trustworthy professional when dealing with financial ... more

Totally attentive, constructive, and persistent in addressing all of our needs. That goes for the whole team thats been dedicated to, and for, us.

Great experience talking to Mr. Root, definitely the person that would get you set up for success.

Cecil has been an amazing, educational financial advisor in our journey to securing the future. His patience, willingness to teach, humbleness, and most of all his transp ... more

Eric's professionalism and genuine interest in my financial well being is the reason I highly recommend him as your Financial Advisor. He has provided me with the resour ... more

Dennis is an exceptional advisor. My experience with Dennis and his team has been wonderful. He cares about me and takes time to personalize my financial life and investm ... more

Soren is extremely knowledgeable and talented when it comes to the art of investing. He is honest and forthcoming in all areas of our investments. He is always available ... more

We are beyond thrilled with the clarity and understanding we have now after working with Tyler Chacon regarding our financial questions. My husband and I were unsure on i ... more

Adam was another great resource of Paramount Tax & Accounting! The expertise here is absolutely amazing these guys are always a huge help and a wealth of knowledge in the ... more

I cannot express enough gratitude for the incredible support I received from Kenneth Klein during a challenging time in my life. When faced with overwhelming medical bill ... more

Have known Jason for 20+ years. Definitely a hard worker and good guy. Florida is good stuff. Might have to have an office down there when my girls head off to college. A ... more

Worked with Kyle Krueger and Cameron Ritchey at Florida Financial Advisors, Orlando. Both are very professional, and very knowledgeable. They prepared an Excellent pres ... more

Ruth is the best - every year!

Kathy was excellent at explaining her strategy. I plan on doing more business with Kathy over the years. I highly recommend her

Chris is a highly talented financial advisor. He has provided excellent personalized service for many years. I strongly recommend him to all of my professional contacts ... more

Sunshine was absolutely great to work with while I was in the process of purchasing my first home. I had a lot of questions and she was very professional, prompt, and pol ... more

Did a fantastic job on my 2019 and 2020 tax returns, refund more than I expected. Their office will support you throughout the years if there are any concerns or question ... more

(Translated by Google) First class service! At all times a first class service and tailored to our needs with professionalism. The eye and the experience that make you fe ... more