Blue Orca Financial Services - Palm Bay (FL)

ellen dunn My husband and I transferred our account to Tom Jones 2 years ago and couldnt be happier. He is a true professional. He has guided us with a budget and goals to keep us on track for retirement and does quarterly visits to discuss our progress. I highly recommend him as a Financial Advisor.

Jaki Lauren really takes handling insurance for her customers to a higher level! She is not only professional but goes the extra mile to make sure her clients are always taken care of AND happy! She doesnt just tell you what the score is with one option either, she takes the time to research and give you options and choices for what best meets your, her customers needs. Since doing business with Lauren I can tell you she is TOP NOTCH and I wouldnt take my insurance business anywhere else.

Jonathan Richardson Emily was helpful and knew exactly what she was doing to help me.

Mike Meltzer I have been using Bill Sines at Senior Financial Services for 11 years. Both investments and tax preparation. Great team.

Ian C Always a wonderful experience getting my taxes done with karen at a better ledger, quick efficient and never a doubt in my mind they are done perfectly. I love the yearly comparisons on my breakdown I get every year. I can’t say enough amazing things about this company and Karen!!!

Tom Turowski Great people, great accountants. They understand the twisted tangled terms imposed by the gov’t and can untangle them to your benefit to the limits of the law!