Blue Trust | Orlando Financial Advisors - Orlando (FL)

Selena Benitez My experience at GTE financial was great. Destiny Romero was able to take care of all my issues in a kind and timely manner.

Soni Davis This was our first year with 1099 income. Parker Bookkeeping was able to save us over $6,000 on my taxes by applying the deductions that were not showing on the DIY tax apps. He also set us up for quarterly payments so we will not have the shock we did this year.

Larry Peoples, Sr. The team at the Clearwater branch were outstanding. Eugene was professional, courteous, helpful and made sure my Wife and I were comfortable. Amanda assisted us with a Power of Attorney issue and was awesome. Corey then helped us at the counter with a transaction. Great people. Great place. Thanks very much!

Ronna Nuzum I am extremely pleased to be a member of Scheirer Wealth Management. During the COVID-19 crisis, Andrew called me to keep me updated on market issues and my retirement account. Due to his management skills, I was pleased to learn I had not lost a single cent during the market downfall. I was quite impressed as to what great foresight Andrew has regarding the market and the wise choices he makes with the investments. Andrew’s knowledge of the market is astounding and I feel very fortunate and gratuitous to be a member of Scheirer Wealth Management.

Asheleigh Mulkey We just recently switched to this local credit union after being with a big branch bank for years. I regret that we didn’t switch sooner!! The service we have received has been phenomenal! Every time we walk in, no matter what teller is at the desk, they greet me by name before I even tell them any info. They respond to messages within minutes and are always so nice. The personal touches they provide is something a big branch bank could never provide. I’m so glad we decided to go with them and I just know we’ll be lifelong customers now!

Mishelle Kochel We have been blessed to have Karen as our tax preparer back in the day when she was helping her dad, Ken. We have moved to 7 other states since that time and she has been providing expert customer service and professional tax preparation each amd every year, regardless of where we have lived. I wouldnt go to or trust anyone else!!!