American Executive Tax & Financial Servies - Brooksville (FL)

Moree Leatherman Luis Whu has become my financial advisor this past year and I am very grateful for his expertise in my behalf. Luis is the advisor that I trust with my financial decisions. He explains every recommendation to me and answers my questions with patience and empathy. My assets have grown under his professional leadership. I will gladly recommend LullaWealth Financial to my family and friends.

Cameron Killebrew Amazing services, friendly staff. Very patient and willing to answer all of your questions. Would highly recommend!!

L B My first time visiting this office and the staff were accommodating, courteous and respectful. The work provided was done in an efficient, knowledgeable and professional manner. Mr. Buenano was on top of the situation from the beginning to the end, bringing me a peace of mind. I was very satisfied with the service in preparing of my taxes. I will certainly recommend my family and friends, and know that I will return next year.

Roger Pratt Jill Spatola helped me organize my 401k and pension accounts into one simple account that is easy to understand and keep track of. She was able to explain this to me in plain English that made sense! Thank you so much!

Sarah Christine My family and I have been with Trustco for a long time and we love it! Naleisha helps us each visit and it’s always a wonderful experience!

Moises Gonzalez We want to take a moment to express our appreciation for the exceptional service provided by Shubert and the entire team at 1847Financial. From the beginning of our partnership, Shubert has consistently demonstrated expertise, professionalism, and a genuine commitment to our financial well-being. He takes the time to break down complex financial concepts into clear, understandable terms and is always available to answer any questions. Additionally, he proactively explores various scenarios with us, ensuring we have the knowledge and confidence to make well-informed decisions. His dedication and support have been invaluable, and we look forward to continuing our collaboration.

Chris W True professionals with a great facility. Easy parking and great location!