Cuttone Tax Services LLC - Inverness (FL)

S C I switched to CWA in October of 2022 after having my investments handled by another large investment firm. I have found CWA to be an excellent fiduciary. Like most firms, they have different portfolios that you can choose from that matches your investment tolerance for risk. I have been very impressed with my financial advisor and the investment team.

Cathy Coburn Linda is the best and her staff are the best in the business! Just all around great people. Rachael is awesome and knowledgeable too.

Robbie Ripoll Monique is top notch. I came into this investment situation with no knowledge. With her professional guidance I am able to comfortably watch my investments prosper. She is always available when I need her...like I don’t think she ever sleeps. Also meetings with her are the absolute best!!!

Melissa Hill Professional and courteous!

Brittany Burtner I cannot recommend Pat Labrada highly enough! My partner and I were first time home buyers, and Pat helped us navigate the financing process from start to closing. He was straightforward, transparent, proactive, and responsive through the entire process. Pat managed what could have been the most stressful part of home buying, and made it the least stressful. Pat is a pleasure to do business with, and we live in a home beyond our wildest dreams, thanks to his help.

Thomas McBee Christine was incredible. She was able to help me set up a business checking account when I didn’t have a single clue. She was extremely patient and very knowledgeable. I feel like I’m in good hands. I’m very pleased.