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CPA Tax Solutions, LLC - Okeechobee (FL)

Address: 🏡 500 NW 6th St, Okeechobee, FL 34972, USA
Phone : +1 (863) 357-1099
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJa3JnW74f3IgRN6be6PfAGno
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MAR Wealth Management Services, LLC - West Palm Beach

Natalia Williams Thank you Marcy & Christian! I had no idea what to do with my inheritance before I met these two. Thankfully, they explained to me everything I needed to know & created an investment portfolio for me. Christian always knows when to buy low & sell high. I can see myself in 40 years having Christian’s son set up my trust & will for my children. & thanks for never forgetting my birthday ❤️
5 /5

Capital City Investments - Spring Hill

S Sal Alex has provided excellent financial advice and help with some difficult issues. His trustworthy character as well his insight has helped steer me through changing financial times. I highly recommend Alex to anyone needing a financial advisor.
5 /5

Financial Legacy Advisors - Lake Mary

Victor Montalvo Ben and Shane are surprisingly good at what they do! I recently attended one of their financial seminars and was floored! Im pretty well educated but they opened my eyes to so much and made it super simple to understand. Sitting with them one on one is equally as refreshing. They take their time explaining stuff and demonstrated genuine concern. Get your retirement and investments planning together with Ben or Shane at Financial Legacy Advisors.
5 /5

First Command Financial Advisor - Bradlee Hilley, MS-PFP|CFP® - Panama City

Kelsey Fischer Brad is extremely knowledgeable, professional and compassionate. He cares about his clients and takes time to explain things. We have worked with Brad for about a year and have had a wonderful experience with him!
5 /5