API Financial Management - Indian Harbour Beach (FL)

Lori Hughes This accountant is amazing. He is always up to date and very knowledgeable in the constantly changing laws and tax rules. He is thorough and prompt. With great confidence recommend him to everyone who asks for a referral.

William Mitchell Craig and his team have done an excellent job with my portfolio for the last three years they are always accessible and willing to talk as long as needed. I would highly recommend this team to anybody thank you personalized service to their clients and their clients come first Good job

Karen Love, love, love Tim and his team! He was so patient and took the time to explain every part of the process. I cannot say enough about how comfortable he made me feel from beginning to end. No question was silly. We looked at many houses and made offers on a few houses. He worked with us through it all.

Katie McCollum Scott Cox at Manasota Insurance & Wealth Management was super helpful when my auto insurance was leaving Florida- he was proactive and let me know they were leaving, and found me new coverage. Not only that, but added coverage that I needed that I didn’t previously have, for the same price as I had been paying. He is very thorough and knowledgeable.

Lizette Loayza Max is great in disability and life insurance for doctors, top in the industry. I highly recommend him.

Bizjet My wife went in and needed to speak to accounts manager. He was on a personal call and ignored my wife she walked out after ten minutes. He did not even acknowledge her standing there.

Daniel OLeary Josh is great to work with. Constant contact between advisor and client, has always been available anytime I ask to talk. Really understands the trends of the market and knows how to uniquely balance risk and diversification within a portfolio. He seems to be a teacher at heart and always strives to explain his choices to his clients to ensure a transparent relationship. Highly recommend!

sandra taylor I went to we Florida financial in Miami a few days ago I needed help & this wonderful young lady by the name of Marjorie helped me I was so grateful to have met her & found out that shes also a manager there I know that I took up her time but she explained to me that I wasnt taking up her time that its a pleasure to help me I appreciate her even more for that I recommend giving her a raise she above and beyond for me I would like to thank her again such a nice person its rare to find great customer service these days