abc - Largo (FL)

Kay Purvis I was introduced to Patrick at Landing Financial Group and then went to a dinner meeting to learn more about the firm. Its close to two years now since I made the decision to partner in investing with Landing Financial. Im a senior citizen and it was time to gather my assets under a professional directive to gain the best outcome for me. My goal was not to run out of money and to live as independently as possible. I have been more than pleased with the outcome, the availability to call and speak to Patrick reassures me of my decision. Finally retired and enjoying the fruits of my labors!

Lynn Tyler We have been using Certified Financial & Tax for 7 years now. They answer all our questions with patience and understanding. They give us great advice for our business. They have gathered all the necessary financial data, for my WBE Certification. They take care of our personal and business taxes. I am so glad we found them when we first began our business.

Cheryl Hefferon Chris and Phyllis are knowledgeable, hardworking, trustworthy people. They have done an excellent job for us.

Patricia Hendrickson Corey Cyr was very patient, helpful and future minded when originally establishing my investment. Today I met with Scott Long about changing some directions and making modifications as my future goals and visions have changed. He was also so helpful, thoughtful and professional. I am excited about my financial future, for me and my family!

nancy chappell Thank you for being prompt in response time and for being diligent in educating me so that I understand the decisions being made!

Shauna Allen The staff were friendly and genuinely caring, which was especially appreciated during a sensitive time when I was handling my late fathers accounts. They were kind and attentive, making a difficult process more manageable. However, one area for improvement would be attention to detail. Although the death certificate was scanned in during my visit, it was later rejected by Bank of Americas estate department due to improper scanning that cut off important information. This oversight unfortunately added weeks of delay to an already challenging process.