Carlson Accounting - Sebring (FL)

David Outstanding customer service. Great communication, well thought out advice. A real pleasure to work with

Tashi Newland She Helped me get alot back on my taxes. And at a reasonable price

Bob Reid It was a blessing working with Jerod and Nikki. They did a great job of refinancing our church loan. May God continue to use CFR in His service.

Anand Desai Mark Payne and the office manager Sandy are great. Sandy is always pleasant on the phone and Mark is always a gentleman and gives me straight answers and honest suggestions about my investment options. Great people!

Dawn Vishey A shout out to Carrie Coats of Ameriprise Financial Services. Its important to have financial discussions especially during these times. Carrie and I teamed up for an Pickleball and Financial Wellness clinic. As Carrie guided us through the current financial climate she was fun, informative and tied it back to a sport we are all watching grow exponentially. Thank you The Pickleball Haven of Naples, Pro AM Tennis and Pickleball and Ameriprise Financial Services for your forward thinking and delivery of how personal finances and pickleball have in common: Communication, Risk Management and Goal Setting

Jill Voss Over the years, I’ve worked with different advisors. My experience with Big Financial has, by far, been the best experience. Glenn is on top of the market, and is always looking for new financial instruments that deliver better results. Lauren, his Client Services specialist is responsive and very knowledgeable, and always gets the job done. I’m very happy I found Big Financial.

Rosalie Balde Mr. Jonathan Estrada help us a lot. Very highly recommended. A professional and an asset to this wonderful branch. Keep it up and I am recommending you to the rest of our family. Thanks for all you do and excellent.