Diversified Financial Services - Stuart (FL)

Jen Aguilar Popped in yesterday because we needed something notarized. We bank online and havent used the lobby in years. Greeted quickly and very politely, but then had to wait over 30 min for 1 stamp because we watched the only notary in the building take a new client to set up a new acct. Everyone knew we were there for 1 stamp. Our interaction with her was very pleasant, but literally 2 min. Manager directing clients had a man who only spoke Portuguese come in- he was determined to get him to leave several times by giving him a card with a phone number to call. The man dug his heals in and used a translator app. All he needed was help logging into a new devise and eventually figured it out. Great staff for the most part! Could use some common sense in directive traffic with only 1 notary on staff. And be kind to those who just need an extra minute of your time.

David Deck Lots of nice fun seniors meet for lunch Monday, Wednesday and Friday. The workers are friendly helpful and ready to help.

Matthew Indy I wanted to take a moment and thank both Tim, his staff, and family for all of the work they have done for us over the years. Tim himself is incredibly knowledgeable when it comes to wealth management strategies and I have appreciated his continued commitment to receiving additional certifications to be a cut above the regular financial adviser. Tim is very good about answering questions I have, keeping me apprised of market updates, and holding hands through market corrections. His staff, particularly Carol, has always been good about communicating with us when updates need to happen. When I drag my feet to reply, shes good about help keeping me reminded of things so that everything works smoothly. And I mention the family because not only am I privileged to know both Tim and his wife Tiffany personally from back in college (dont ask me to admit how long ago that was), I know of all the hard work she too puts in to her clients happiness -- like that delicious lasagna brought into the office and also how she too had/has her series 6/7 licensing and worked with the firm. Long story short, if you are looking for a place to have your money managed, this is the place to do it.

Nancy Demming Sherri was excellent! One main very customer oriented! I highly recommend them! It was the One Main on Bee Ridge in Sarasota, Fla

Linda Adams Ryan Adams is the best. I put my trust in him because I know him personally. I am amazed at what he has done for me. He does know his stuff.

Marie Stewart Great experience! Very professional staff! Alex was great in helping me with my financial planning needs!

Marissa Zechinato I had a wonderful time coming to Infinity Tax and Financial Planning. Kathleen is so kind and genuine and offered me all the assistance I needed. I had fun getting into an unexpected conversation about music with the team while my rather complicated (freelance musician) tax return was being handled. They charged me a very reasonable amount. I will definitely be coming back here.

Kevin Docherty Brian A. was able to develop a financial plan, that allowed me to meet all of my goals within 4 years. SRG is 5 Star all the way!

dorothy stark Mark is the best financial person we ever had always there to help come over as soon as we call and good investments