Paul Morrison If you are looking for a holistic financial advisor that understands tax planning along with the retirement risk called IRMAA, Keith and his team are experts. Heritage Financial can prevent you from losing 60%-100% of your Social Security Net Benefit in retirement along with not having to pay $500,000 plus in Medicare Costs in retirement. Excellent Firm!
A Gib I had my first time that I visited Mariner Finance on John Young Parkway in Kissimmee, Fl for unexpected expenses. I found the employees cordial, professional, and knowledgeable. I was informed to bring in certain IDs and paperwork for my appointment on June 9th. Everything went smoothly without any problems. I highly recommend this business. If I need help in the future, I will gladly call them, again.
Jenny Greene Kim and her team at Ancient City Accounting are wonderful!! Weve been with them for a while now and are so thankful for their services!! They go above and beyond and are very helpful with all our business needs!
Eric Epstein Tara and the folks at the Diane Banks agency were fantastic! I was nervous about moving to Florida, especially moving my boat to Florida permanently. I had heard so many horror stories. Tara’s expertise in boats, especially catamarans made it so easy for me. She answered all my questions, did all the paperwork, and coordinated with me what I needed to do. I still can’t believe she was able to make it so easy.
Jordan James Oliver B went above and beyond in getting me taken care of. He was patience and answered all my questions. I felt like I was in great hands. This guy needs a raise! Im overly joyed with the outcome and how well Mr. Buckmaster got me taken care of!
