Keywords: Financial cps investment advisors fl

CPS Investment Advisors - Lakeland (FL)

Address: 🏡 205 E Orange St #310, Lakeland, FL 33801, USA
Phone : +1 (863) 688-1725
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ073ZTjg53YgRthiRMA25YXI
#Florida

iTax Financial Group .. Accounting, Real Estate, and Immigration Paralegal - Kissimmee
sunshine I have been with iTax financial Group who is most accurate and follows up on all the details that benefit the client for more than 7 years and he always meets my expectations. I recommend him to everyone.
5 /5

AVID Planning - St. Petersburg
Sandra Wood Just completed my first year with Avid and have been so impressed by their approach and guidance. Their mix of knowledge, active listening and expertise has helped me better understand where I am for retirement, what things made sense and what things didnt. In addition they are just great people. Having knowledgeable financial advisors is worth it and I look forward to my partnership with them!
5 /5

Talon Wealth Management - Melbourne
Bill Shervey I moved my portfolio over to Talon Wealth Management and could not be happier. The financial model is designed to reap the benefits of upward trending markets at minimum risk as well as making appropriate adjustments in downward turns. My assigned advisor is extremely knowledgeable and has fantastic communication skills. Having my portfolio actively managed under the umbrella of Talon Wealth Management gives me considerable peace of mine.
5 /5
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iTHINK Financial - Vero Beach
Crystal Attas Maxine and Jessica have been such a big help! I just moved back to FL and they made switching banks and setting up a savings account for my newborn so seamless and stress free. They are both personable, friendly, and the office is very professional. Highly recommend!
5 /5

DDF CPA Group - Starke
Scott Campbell, II Very helpful and professional. Would recommend for Personal tax filing as well as corperate returns. They have been in business many years and offer a valuable in depth knowledge to the tax filing process.
5 /5

Aeksellen, LLC - Palm Bay

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Trulieve Bartow Dispensary - Bartow
Jenn M I exclusively shop at trulieve and I absolutely love their products! I think they have the best out of all the dispensaries around here. They have a great loyalty program as well. I mainly shop here at the Bartow location as it’s close to home, I almost always place my order online. I do the online check in for express pick up. I hardly ever have to wait very long if at all. The staff is always GREAT and helpful, I have never had an issue here. Sad to see all the bad reviews. They will always have my business!
5 /5

H&R Block - Live Oak
Melanie Quail Called to schedule an appointment to revue my upcoming tax return since I had changes in my income. They were able to see same day. Gail explained my options and showed me what to expect for next years filing. Gail is very welcoming and has handled my returns since I moved here. She knows her stuff! H & R Block is lucky to have her representing them.
5 /5

Liberty Tax - Bartow
Jessica Nichole Justin is always so great at the Lakeland store. Been going thru liberty for 10+ years and I’ve never been disappointed. Between Justin and Jenny you can’t go wrong !
5 /5

Perpetual Wealth Financial, Inc - South Daytona