Eagle Harbor Advisors - Boca Raton (FL)

Maddie Duell Stan & his team are absolutely amazing. Communication is fast, efficient, and thorough. I am a chronic procrastinator when it comes to taxes and his team is always accommodating. It’s super reassuring to have a source I can trust that always gives me the best results. Highly recommend!

Cynthia Garbutt The 5th Street branch on Miami Beach is excellent. Great staff and manager. Always helpful, professional and welcoming. They go above and beyond for their customers. Give them a pay rise, please.

Isabella Fogle I went to Bankers Life and had the pleasure of working with Nick for my life insurance! He was fantastic to work with, and it is a great company! Would recommend!

Kelly Ellebracht Megan helped me through the entire process and we found the best fit for our needs! She took the time to thoroughly explain everything and the process was seamlessly fast! We will work with One Main again in the future based on need and look forward to working with Megan on some additional options/programs that were mentioned! Highly recommend!

Trip Leidel Swaine & Leidel is the best place to for tax and finance services super helpful and very knowledgeable would recommend to any one

Eric Pickens I have been working with SWAG for years and they’ve done a great job. Highly recommend.

Shreya Ishita Facing a critical decision with $800,000 on the line for our EB-5 green card investment, we needed expert guidance, and Julio delivered. He not only brought his deep expertise of the real estate market, but his methodical approach, breaking down complex financial projections into easily digestible terms, gave us immense clarity. Julios deep understanding of real estate investment structures & asset classes was evident when he identified a potential red flag in one of the projects that we had completely overlooked. He delivered a meticulously detailed report, assessing both options from various angles (market risk, financial risk, etc.), and patiently walked us through his thesis. Julios professionalism, his attention to detail, and his extensive experience instilled confidence. Thanks to Julios assessment, we confidently chose the investment option with the strongest potential for capital return. Were extremely thankful to Julio for his expert help and would highly recommend him to anyone.

Mr AyeLuhDude So every month around the same time I would go through the whole process again.(answering why do I need such a large amount in cash) Which always made me feel uncomfortable.(introvert due to poor hearing) But the reason I would draw it all out was because my card would decline and I’m looking southern, knowing it’s there. So I’d have to call the branch and raise my limit every time I had large payments. So today same thing as usual but, I was blessed to speak with ZENIA(Labelle Branch). Which simply explained that the daily limit increase was only good for 24hrs and all I have to do was sign a form to permanently increase my limit. Something so simple made my day because she understood my frustration and her patience and professionalism towards problem solving is top tier.