Carlson Accounting - Sebring (FL)

Joanne I went to the office on Beville in south Daytona. The young lady who helped me was amazing! She was very good about explaining the process to me. She did all she could to help me with my situation. I had a cut in my income as my husband passed just 1 month before and was having problems paying my bill. She helped me with a new payment and an opportunity to catch up on my due payments. Would recommend this company to anyone who needs assistance with struggling financially.

JoAnn Gardner My husband and I are very pleased with the financial advice we’re receiving from Jennifer Miller. She has helped us dream of what we want retirement to look like, and now she’s showing us how to make those dreams come true through smart investing.

Sean Goodrich Great Organization! :)

Melissa Brown I just think that doing an application shouldnt take 6 hours which Maggie personally told me that I will be there all day with her. I also think my personal information should have been shredded and not carried outside in front of my face. That made me feel very uncomfortable. I didnt mind being on the waiting list overall I was just like to have an apartment the reviews are good and I would like a chance to be a tenant.

Madison Oliver We cant enough great things about Trina! She has helped us build our financial plan and actually understand it to where it makes us excited to have our meetings. She is extremely responsive, thorough and not pushy whatsoever. Any time weve had a life event, shes helped to reshape our goals and show us how to get back on track. Highly recommend!

Shelton Hall Larry has done a great job managing an account for me. Very happy with the returns. Ive been glad to refer Larry to friends and family.

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!