Certified Financial & Tax - Palm Coast (FL)

Marleen Whittington Tessa is very professional with a personal touch. She takes the time to explain anything you dont understand and answers your questions and concerns. As a senior citizen I appreciate her patience and caring attitude.

Tammy Lindsay Kirk and his team are readily available and respond to emails promptly. They are patient with all my questions even if they are repetitive ones!

Yanic Amblard They were very helpful during my finances problems as a result of hurricane Irma

Ariel Loftis Shane is amazing! He signed me up for a checking/savings account. He is super helpful and informational. I am very impressed with his customer service skills! He needs a raise

Heather D Brian Fitzpatrick is the BEST!! Genuinely loves what he does, and invests my money, like it’s his retirement. I have referred him to many friends and they love his professionalism and caring approach to financial planning.

Ken My wife and I have been using this firm before they moved from Woodbury to Melville. We started with them in 2013 mainly because they are fiduciaries and only charge a percentage of our portfolio. There are only 3 people at the Melville office and all have been together since before we started in 2013. The firm has joined the “Wealth Enhancement Group” to access more financial resources. They have kept us well informed via Emails, phone calls and information progress meetings in their offices. Needless to say we have both been very happy using them.