Keywords: Financial addition financial credit union seminole state fl

Addition Financial Credit Union - Seminole State - Sanford (FL)

Address: 🏡 100 Weldon Blvd, Sanford, FL 32773, USA
Website: https://www.additionfi.com
Phone : +1 (407) 896-9411
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJc16dGFht54gRjsoeXUco7QQ
#Florida

Edward Jones - Financial Advisor: Elizabeth Oros, ChFC® - Melbourne

KEVIN CLABAUGH Awesome Staff and I highly recommend Elizabeth Oros
5 /5

Coll C.P.A. Solutions P.A. - Key West

Anna Ocelakova Renata Coll CPA provided valuable assistance with the procedures, documents and filing the appropriate forms necessary to move our existing foreign company from Europe to the U.S.A. She made sure that we are in compliance with the complex federal and state taxing system. She is bilingual , which was very helpful also. Renata took care of our bookkeeping, payroll, business and personal tax return preparation. We will be using her for all our accounting and tax needs.
5 /5

Garrison Wealth Management - Mt Dora

Jennifer Made an appointment to discuss investments with Bob, we talked for an hour. Gave him all my information to have my rollover IRA transferred to his company to have him manage. Sent over the additional information he needed via email and never heard from him again. I emailed him & called his office twice. His receptionist told me the first time I called that he was out of the office. (Which I took as out for a meeting or something) Then when I called a week later she said he was still out of the office in North Carolina. I told her I wished someone would have told me he was on vacation vs just “out of the office”. She laughed and said “well he has an office there & he should be able to return your emails or call you” I told her how unprofessional this whole situation was. After that I still didn’t hear back. Now after a month if not longer I have emailed Bob yet again to inform him and just have it documented that I do not wish to have him handle my roll over IRA and that I was very disappointed in the lack of professionalism. Of course no email back. Please take your business elsewhere if you want to have someone who is professional and reliable.
1 /5

Refined Financial - Lakewood Ranch

Tom S Amazing, knowledgeable financial consultants. I am now on my way to financial freedom!!
5 /5

Estate & Retirement Resources - Ocala

Betsy Woodcock We met with Mike Reilly to create a trust for our family. Mike was great to work with as he is very knowledgeable and low pressure. Never once did he encourage us to do something we might be uncomfortable with. Both my husband and I could not be more pleased with Mike Reilly and his office staff. We recommend him highly if you are interested in updating your wishes!
5 /5

Quantum Financial Advisors, P.A. - Boynton Beach

Nathalie Gonzalez I’ve been doing my taxes with this company for many years. Even though I moved to Florida I still do my taxes with them . That is how good and satisfied I am. I definitely recommend this company to others. Great professionalism and service. Oscar and his team are amazing!
5 /5

Trophy Creek Outfitters & Pawn - Monticello

William Courtney Sold me a smith and Wesson FCP for a good price and good quality. Guided me through the process of buying a gun. They had a great selection of items and shown great customer service.
5 /5

JBirney Financial - Flagler Beach

Chelsea Saddler Knowledgable and efficient. Best choice I ever made.
5 /5