Baum Financial Services - Spring Hill (FL)

Jacob Padgett Dave provided outstanding support, going above and beyond to help us while being very patient and informative about the required processes; I highly recommend him for home buying.

Pamela My financial meeting with Amy Micik exceeded my expectations! She was professional in that she asked me questions and listened to my responses. She took that information and made professional recommendations. It wasnt a cookie-cutter plan or response. She explained each recommendation and used language I could understand and relate to. She made me an actionable plan with a time frame that I felt extremely comfortable with and confident I could achieve them. If I had any uncertainty or questions, she was patient and explained everything in terms I could understand. I didnt feel rushed or pressured to commit, but left more self-assured and confident in my future! I highly recommend her for your financial needs.

Johnathan Grandage Highly recommend Cassedy & Company. Richard met with us several times and thoroughly explained options. Very professional and courteous. He helped us set-up life insurance, an investment account, and navigate an IRA rollover. Along the way and since, Richard always provides excellent customer service and is easy to work with.

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.

Alyssa Crane This place is absolutely filthy. I passed on most of the food for fear of food poisoning. The condiment bottles had some black mildew or mold on the outside. The entire place is disgusting, top to bottom, building and floor. Idk how they havent gotten shut down by the health department.

Denise C We enjoy working with Jason very much. He is professional and considerate and listens to our goals and needs and comes up with great options for us to consider. Jason always has time to listen and answer our questions and is very responsive and quick to get back with us whenever we need to speak with him. His advice has been sound and we look forward to continuing to work with him in the future.