Eppes Wealth Management LLC - Satellite Beach (FL)

Anna Ocelakova Renata Coll CPA provided valuable assistance with the procedures, documents and filing the appropriate forms necessary to move our existing foreign company from Europe to the U.S.A. She made sure that we are in compliance with the complex federal and state taxing system. She is bilingual , which was very helpful also. Renata took care of our bookkeeping, payroll, business and personal tax return preparation. We will be using her for all our accounting and tax needs.

Richard Noiseux EXCELLENT!!! Kristi O’Keefe was our preparer. She was very knowledgeable and proficient. She was also friendly and friendly. We have no complaints whatsoever about our experience. We’ve been customers for 20+ years and will continue to be.

Monique L Very knowledge & kind people, really helped me and gave me great advice. Highly recommend Irving Financial group!!! Oh and the receptionist was super accommodating!

Jarod Kelly Experienced. Wide Portfolio for all financial goals.

m pierce The only reason I bank with Truist is because of Stacy and her team. Always treats us professionally and goes above and beyond! Always!

Sandra Meunier Fraser was there to help navigate me through Social Security, Medicare and Medigap. I had attempted to do it on my own, but didnt want to make costly mistakes. I quickly became stressed and overwhelmed with the process. I remembered Fraser had reached out to me in an e-mail blast. Im so glad he did! He was systematic and organized in his approach. Before we began, he asked me about my priorities. It didnt take long for him to gain my confidence and trust. He has been there every step of the way offering patience, professionalism and a wealth of knowledge. He guided me through the social security process and empowered me to make the best choice, for my situation, as to the timing of collecting Social Security. On my own, I may have made a very costly mistake due to income penalties. He doesnt tell you what to do, only guides you though the options. I also believe, due to his guidance, I have selected the best possible MediGap Supplemental Insurance plan, for my needs. Fraser also assists with Estate Planning, IRA Rollovers and financial planning. Thanks to Fraser for making this daunting process stress free! I happily refer all my friends to him.

Strong Roofing SRQ Tim Mariano wrote my life insurance policy and made the entire process seamless. He’s an absolute wealth of knowledge when it comes to life insurance and financial planning. Tim took the time to explain every option clearly, answered all my questions, and tailored the policy to fit my needs perfectly. You can tell he truly cares about his clients and their long-term security. If you’re looking for someone you can trust with your future, Tim at Prudential is the guy to call.

Robert Caslen I’ve been with First Command almost 50 years and had numerous advisors - all very professional and competent. But they saved the best for last. Lilian Mesquita is outstanding. Knowledgeable, friendly, and an advisor with great character, she not only speaks these complex issues in a simplistic understandable way, but she is not pushy or boastful. She is a great professional and I’m fortunate after all these years to have the best of the best.

BenGraybar Their holistic planning shows my financial picture in a way I had not seen. It enabled me to make better financial decisions.