Advance America - Okeechobee (FL)

doug riddell This is a great company with great values that is hard to find today!! They are on top of all concerns and are very informative.

Natashia Hicks Junior made my tax file process easy!! His experience and attention to details helps me find areas in my business for deductions. Also, the software they use makes my tax filings process seamless. Thank again and see you next year!

S C I switched to CWA in October of 2022 after having my investments handled by another large investment firm. I have found CWA to be an excellent fiduciary. Like most firms, they have different portfolios that you can choose from that matches your investment tolerance for risk. I have been very impressed with my financial advisor and the investment team.

Carter Jacobs I have an advisor who works here and was transferred from the Boca office. He is incredible and has great attention to detail and asks all the appropriate questions to helping you sustain your wealth and retire more than comfortably. Incredible at planning meetings, following up, providing valuable information, and keeping you in touch with your finances and how they are progressing. I recommend utilizing this office as their team will help you create generational wealth.

Daniel Shipman Awesome guy and really knows his stuff when it comes to retirement.