Colley Financial Services Inc - Lake Placid (FL)

Jerry Hilbert Rather not comment.

Tina Bishop Jessica was very professional and had a positive attitude. She was very courteous and thorough in helping me throughout the entire application process. I am very pleased with the overall outstanding customer service I was shown!

Mike Meltzer I have been using Bill Sines at Senior Financial Services for 11 years. Both investments and tax preparation. Great team.

Sylvia Edwards Weve used Micah to help us with our insurance the past few years. Hes very knowledgeable, professional and ready to help. No complaints.

Kate Clay Incredibly helpful, timely, and knowledgeable. I was so nervous about my taxes this year and owing a ton but they found me so many credits and helped me find a refund! 10/10 would ABSOLUTELY recommend to anyone!

Jody Marsh The employees are real nice here.. make u feel like wanted to come to this branch. Always a smile and a welcome

Margaret Rand Do yourself a favor by making an appointment at Altrus Investment Services in Punta Gorda, FL. Sommer ONeil and Bradley Teets are both experts in their field. You will have peace of mind knowing they have your best interests in mind at all times. You wont regret it!

Cason Van Zant Melwin has been very responsive, organized, and patient when doing my business tax returns. Highly Recommend!

lp mccarty Taborah was wonderful and very informative. She was very knowledgeable about everything that I needed to know with opening the account. She also killed a lot of dead air so I felt a lot more comfortable.