Cherry Tree Tax Services Starke - Starke (FL)

Debie Kirkpatrick After 7 years in retirement (DIY), I was ready for some help from a CFP.  I worked with Steven Clark on a project basis over several months to develop a comprehensive personal financial plan, and I can confidently manage my investments using this plan. Step by step, we talked through my personal circumstances, investment preferences and style, risk tolerance, cash flow analysis, fraud protection, insurance, legacy planning, and the WHY of everything. The process was comprehensive, and I am very pleased with the end result. Thank you, Steven!

Deborah Puckett Lots of activities and they feed them breakfast and lunch

Steve Abbott Tammy helped my wife and I with some financial questions and loan information. Super easy to speak with and very knowledgeable. Highly recommended.

Hillary Hough Amazing service!! They didn’t have the item I was looking for, but the staff said they could order it in for a cheaper price and less fees. Ordered my next item there and it was the same great service. Definitely check them out for all your gun needs.

CZ P The service, personal attention and professionalism at Raymond James Financial Svcs, at The Shoppes of Citrus Hills is outstanding! They are always available and prompt when I call the office, as well as always being available when stopping by the office!

Daniel Merritt Great experience. Started with search online, Hope was quick to help with my search. She found an incoming truck and let me check it out before detailing. Gave me an opportunity to see the truck in "everyday condition". We worked out a deal that met what I wanted and needed. The truck was serviced, inspected and detailed...looked like a brand new truck! WOW!