ASB FINANCIAL - Lecanto (FL)

M H Robinson Wonderful people to work with. Mary Jo returned every call and email promptly. Mr. Saunders advice kept me calm during some stressful periods. I recommend Mr. Saunders and Mary Jo Jerkins.

Buddy Baumann I’ve worked with Eric over the last 6 years. He’s been very responsive and creative with ways to diversify my investments. I’m glad to be working with the Summit Wealth Team to help secure my family’s future.

Bella Casa Inversiones Good service. Friendly and professional.

Lee Curtis I was having a problem transferring a small amount of money into an inherited IRA. Renato M. Boac went over and above to solve my problem for me. I cant ever remember getting customer service at such a high level. Thank you!!!

Holli Greulich Youve carried a fair bit of our stress through our finance service. Thank you for making our new house possible. I am absolutely sure, that we could not have done it.without your help and advice.

Michael Rogers I would only consider a company who is completely above board and uses only legal tax strategies to help their clients pay no more than they should to the IRS. Tax Savings Professionals is just such a company. I have been with them for about 5 years now, and the only audit I have suffered was due to a clerical error on the part of my local CPA. In the meantime, they have saved me quite a bit on my annual tax bill. Highly recommended.

Pat Scattolon Ive worked with Merrill Lynch since 2012. They have always been professional, educational, kind, and thorough. They have consistently served me well.