Edward Jones - Financial Advisor: Wally Stern, CFP®|AAMS® - Bradenton (FL)

CRIfinder Best service in Florida

Pastor Brad Wickersheim A great team that is interested in and able to help you with your taxes. We connected late in the tax season; our "tax guy," was not able to help us because of a shift from where we had been to being global workers with the uniqueness that brings with it. Trinity Global Financial took us on and helped us through being late. We would not hesitate to recommend them to anyone.

Gina Stuto Wonderful informative gentleman

Shawn Baecker Mr. Joel Dunham has been taking care of us for almost 10 years, and I can honestly tell you that he is up with the best of the best. He will take as much time as you need to answer all your questions, his knowledge is superb, and we trust him with our lives, literally. He applies his personal, Godly/Christian standards to his work, and is always honest and forthcoming, and we feel like family when we are in his office. Dont hesitate to at least give the office a call and schedule a time to sit down and get started on your life after retirement. Tell Dianne that Shawn sent you! ;) In reading the other reviews, I dont think its fair that Google allows someone to leave a 1-star rating on someones business without at least 20 words to say why. I cant imagine anyone having a 1-star experience with Joel.