Cohn Financial at Northwestern Mutual - Boca Raton (FL)

Bradford Bateman I highly recommend Northrop Financial Group. Their professionalism is astounding and has been obvious from my initial consultation with Shane and Meghan. They have helped me convert my business from sole proprietor to S Corp and have made me aware of the benefits of doing so. I have had several questions along the way and Meghan has been very responsive and has always taken the time to answer my questions to my understanding. As a Realtor®, it has been difficult for me to maintain my bookkeeping throughout the year and burdensome come tax time, that is until I started working with Northrop Financial Group. Now, Meghan makes things very easy for me and maintains all of my records. I am now able to focus more on my income generating activities and continue to build my business. I am very grateful for the services Northrop Financial Group offers and for the customer service that I receive. Thank you!

Michael Rogers I would only consider a company who is completely above board and uses only legal tax strategies to help their clients pay no more than they should to the IRS. Tax Savings Professionals is just such a company. I have been with them for about 5 years now, and the only audit I have suffered was due to a clerical error on the part of my local CPA. In the meantime, they have saved me quite a bit on my annual tax bill. Highly recommended.

Alex DeMarco Neil is awesome and extremely helpful! He helped me understand all the steps necessary to plan for a stable future. I will be referring him to my family and friends as well!

Aaron J seiple One man was OK nothing spectacular. Their percentage rates are really high like 35 or something like that. It’s good that they’re local and I can deal with them local but if I was at out of Florida and I was somewhere else, I don’t know how good they would be but definitely percentage rates are way out of.

Terry H Matt and his team made things seamless, from making sure we knew what was going on weekly to giving us advice on the best options for us. They were not just there for the transaction they were there to make sure you were comfortable with the transaction.

Leah Thompson I was in today to get approved for a credit card and Megan Wiseman greeted me and helped me through the whole process and was super helpful. Every time I come into Community first I am always welcomed by kind and friendly employees and I have never had any problems where they couldn’t be resolved. I would recommend Community first to anyone looking for a reliable and friendly bank.

Leah Holmes Mr. Junior D Corria is not only knowledgeable but also eager to get the policies that best fits your needs . He also treats you like family and not just a number . Honestly we’ve never had a better agent .

Alora Haynes I, like many approaching retirement, had not done much in the way of financial planning until a few years prior to my drop time with my employer. Roman Janos was referred to me by my trusted legal advisor, and my husband and I have been extremely comfortable with our choice of Roman as our financial adviser/ planner from our first meeting. He is thorough, gives much of his time, when he can tell that you need clarity on an item, and can be trusted to keep your best interest in mind, when it comes to investing your money. We never feel pressured or anxious about his advice. His explanations make sense and leave us with confidence in how our finances are being managed. Very glad that he was recommended to us. Our financial future is in good hands.