Keywords: Financial brian urban crcâ® fl

Brian Urban, CRC® - Perry (FL)

Address: 🏡 115 W Green St, Perry, FL 32347, USA
Phone : +1 (850) 402-8028
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJvUL-dOip7ogRi1lYUtT4Tuc
#Florida

H&R Block - Live Oak

Melanie Quail Called to schedule an appointment to revue my upcoming tax return since I had changes in my income. They were able to see same day. Gail explained my options and showed me what to expect for next years filing. Gail is very welcoming and has handled my returns since I moved here. She knows her stuff! H & R Block is lucky to have her representing them.
5 /5

Baron Silver Stevens Financial Advisors, LLC - Boca Raton

Joel Schackne I have been with Mike Silver since 2008. He and his staff are terrific financial advisors and people. I am extremely happy with my percent returns. I have recommended five other people, who are also invested with his firm
5 /5

Chamberlin Financial Inc. - Boca Raton

Darryl Randall Stuart Chamberlin was simply amazing to work with! Super well organized and he was very patient with us as we worked through the various products to assist us in retirement. While he is an expert and really knows the ins/outs of all the financial instruments, his special talent is tailoring his approach to each individual client so they get to exactly where they need to be........big thanks to Stuart and will do more biz going forward.
5 /5

Florida Financial Advisors - Tampa

Jessica Dewing This is my first time working with a Financial Advisor and Mitch has been absolutely wonderful to work with. Beside being a pleasure to talk with, Mitch has done a fantastic job with my IRA and 401K. Ive told my friends and family how they are missing out by not working with FFA. I highly recommend giving them a try. Its not a scary, stuffy experience that one might expect. Help make your money work harder by working with this team!
5 /5

Edward Jones - Financial Advisor: Steve McClelland, AAMS® - Tallahassee

Deepblu dude Excellent service, easily reachable, positive experience.
5 /5

Northwest Florida State College Robert L.F. Sikes Education Center Crestview - Crestview

Michael Odom This place is actually one of the many historical places here in Crestview, FL! Used to be the public library named after Robert L.F. Sikes which he was a senator for Florida! and in 1995 I believe. Our community college in Niceville, FL needed more room and purchased it and started using it as part of the college campus which is now Northwest Florida State College.
5 /5

Darwin Wealth Management - Tampa

Evan Greene Robert Harwood and his excellent team at Harwood Financial have done a fantastic job managing my portfolio for the past three years. They patiently answer every question I have about my accounts, directly give their advice on strategy - giving special consideration to potential life events if raised, and the protections they have built into their investment model for market disruption are truly impressive. I feel on top of my finances, Im excited about my financial direction, and I feel confident that I will reach my financial goals all because of the hard work of Harwood Financial. The icing on the cake? Theyre personable and treat you like family. I cannot recommend them more strongly.
5 /5