EGL Financial - Lakeland (FL)

Larry Lanpher We have been clients of Jimmy Ferrell and most recently Will Ferrell for 30 years! They are very knowledgeable and trustworthy in the Financial world:. In addition they have an amazing team, in particular Elaine,Paige and Michelle. We have and will continue to recommend Beacon Point to all our friends and acquaintances.

Jacob Butler My wife and I were recommended this place last year and DESTIN COBB helped us tremendously! We were able to bring our confusing paperwork over (We are self employed) and He was able to make sense of it all and save us BIG! I highly recommend Destin Cobb to anyone looking for help with their taxes

Woodrow Grady Awesome insightful responsive

Suncoast DreamTeam If I could leave a 0 I would!!! My business partner and I were in the building meeting a client and were not aware that each suite had reserved parking, we thought the lot was reserved for the building itself. So we leave and a car had purposely blocked one of our cars in. Parked in the middle of the lot. We went to the suite to be greeted with an extremely rude receptionist and some guy in shorts and a t-shirt. First sign of unprofessionalism. They were both extremely rude and gave us an unbelievable attitude. She simply could have parked in the other spot for their office and left a note or could have been more understanding of the mistake... especially for guests of the building. For a financial office thats supposed to be professional and want peoples business, it was very disappointing. Out of the hundreds of clients of ours and we will tell our work colleagues about the experience as well...we will never refer 1!!!! That could have been handled much more professionally.

Brett Waisnor Karen Perkins was fantastic to work with. From the intro call, to walking me through all of the documentation, to keeping everything organized, she was always a phone call away. She even called me while on vacation to answer some of my questions - truly dedicated to her customer. I would highly recommend working with Karen and First Financial!

Richard Moss Cliff works very hard, has great knowledge of investment opportunities, will take excellent care of his clients. I recommend him fully.