Berg Wealth Management Group - Ameriprise Financial Services, LLC - Clearwater (FL)

Donika Caruso We’ve been using all in one financial for two years and she makes it so easy . Very professional, answered all my questions & uploading the documents was easy . Happy with my refund. I would 10/10 recommend especially if you have a busy life.

Jim Leblanc Thanks to Michael, i am about to close on my dream home! He was refered to me by Dimarco accounting services. He has gone completely out of his way to get me the best rate possible for my situation. Cant wait to see what he can do for my retirement portfolio. Thank you Mike!

Pat Pitula Im impressed with how sincere this consultant team is in helping achieve stated goals, with complete integrity.

Blake Goodman I can’t say enough great things about Amber and the team at Laake Financial. Everyone there is professional, responsive, and incredibly knowledgeable and always willing to take the time to help me help me truly understand the homeowners, flood, and auto insurance coverages available, which has saved me considerable time and stress. When having to go through a claim for the first time Amber really went above and beyond to help clear the path for us to make the process run smoothly. If you’re looking for a trustworthy and dedicated insurance agent who takes your best interest to heart, I highly recommend Laake Financial.

Jimmy Dean Great tech and customer support. Easy to work with.

Thomas Coonerty Materetsky Financial Group has been an incredible partner for me and my family. Joe Carpenito manages the assets of my entire immediate and extended family, and the level of care and personal attention they provide is outstanding. Every time I call, they all know me by name and I never feel like just a number—they truly make me feel like family. I highly recommend them to anyone looking for trusted, long-term financial guidance.

Chris Dont get me wrong: I am not going to a bank to use their restroom. But I had to and found out that its a coed restroom with 2 stalls in it. Now THAT is wrong!!!

Alina Mekhtiieva Highly recommend TFR & Company! Timur and Shawn are very helpful, knowledgeable. For the last three years they were helping me to file my taxes, just recently they helped me to open a business. Fast service! Friendly staff! Never had any problems with them.