Certified Financial & Tax - Palm Coast (FL)

Becky DaSIlva Mr. Avonda and his staff, with Louise Nash continue to provide the best financial care with professional knowledge and excellent client service.

Gustavo Antonioni Horrible customer service and bank does not take responsibility for stealing your money! I tried to withdraw money from their ATM last night - machine did not give me money but receipt confirmed my money was taken. I called today to speak with bank Manager Bill Reynolds and after they checked my withdrawal receipt transaction number they confirmed no money was issued and that I had to deal with this situation with my bank which is based in England as I ma here as a tourist. So not only did I not get cash last night because of their negligence I had to incur long distance charges today to have my bank resolve this . I find this to be a terrible oversight in taking responsibility for what is actually theft . NEVER USE THIS BANK!

April Speck-Ewer Gardners expertise and industry experience put me at ease, but more than anything, it is my confidence in Gardners ability to help craft a personalized plan that takes into account our long term goals. Gardners approach is not plug and play/cookie cutter, but rather, hand crafted for our family. His approach means he takes an extraordinarily generous amount of time with clients to listen deeply and ask thoughtful questions to come up with a personalized and curated strategy that takes into account my familys circumstances, my comfort with risk, etc. I appreciate Gardners patience, good humor, and common sense--he translates what could be complicated concepts into very accessible terms and encourages questions and dialogue. There is a reason he can be selective about taking on new clients-- its because he is one of the best!

Courtland Hunt I refer my clients to J.B. because of his variety of financial products and ability to cater to those just getting started with investing as well as with advanced portfolios.

Autra Truss Excellent people love you but get off my radio especially on my weekend.

Jared Webb Had a great experience at ML branch in Ft Myers. They explained the potential of my portfolio better than other investment firms could. Would highly recommend their services.

Angie McInnes Working with Jeff Nielson to ensure achieving our financial goals has been a wonderful experience. Jeff is accessible, though, and knowledgeable. He has helped us to have confidence in our plan. We appreciate Jeff’s sincere desire for our success. We highly recommend Jeff to steward your financial future.