Derek Hernandez - UBS Financial Services Inc. - St. Petersburg (FL)

Kathleen Corbett They take good care of you. Huge help to me with the deaths and estates of my parents

Abby Santiago I like that Abby is easy to talk to and listens to whats important to me. She gives me advice personal to me.

Elyse Matthews I had an excellent experience. Mr. French was intelligent, personable and patient with me. Highly recommend.

Brooke Eversoll Heather and her team at Wellspring are wonderful! They are so professional and we love working with them. They are proactive in setting up meetings and keeping us on track with our goals. Highly recommend!

Lizette Loayza Max is great in disability and life insurance for doctors, top in the industry. I highly recommend him.

Jose Cruz Good

Xavier Cordero Joe Susaña is an exceptional financial advisor who truly puts his clients’ best interests first. He takes the time to understand your financial goals and provides tailored advice that is easy to understand, even if you’re new to investing or financial planning. Joe’s communication is clear and consistent, and he’s always available to answer any questions. Since working with him, I feel much more confident about my financial future. His expertise, professionalism, and genuine care for his clients make him stand out in the field. I highly recommend Joe to anyone looking for a reliable and knowledgeable financial advisor!

Lynn Tyler We have been using Certified Financial & Tax for 7 years now. They answer all our questions with patience and understanding. They give us great advice for our business. They have gathered all the necessary financial data, for my WBE Certification. They take care of our personal and business taxes. I am so glad we found them when we first began our business.