Expertax Financial - Kissimmee (FL)

Mark Thompson I was in the final stages of a business acquisition transaction that required key person life insurance coverage and accessed Michael and Susan Gray online at MEG Financial. They responded quickly and Michael and I were talking on the phone hours after my inquiry. We discussed my short timeline to secure this coverage and Michael explained the required next steps and that if we jumped into the application process quickly we could have this coverage in place to meet my timeline requirements. He found the most affordable coverage and carrier option for my coverage request and completed the initial application on the phone. Michaels wife Susan then jumped in through emails and phone calls to expedite the required physical exam and submission to the carrier underwriters and walked the application through to ultimate acceptance such that the policy could be issued in time for my transaction to close. I highly recommend Michael, Susan and their Team to anyone looking for key person life insurance coverage. They are located I believe in Florida and I am on the west coast in Washington state and their knowledge and responsiveness in this process made me feel like I was working with someone in the office building next door.

Marcelo Rizzo PFA sets the highest standards of professionalism and ethics when it comes to Accounting, Taxes and Financial Planning. Dan, Sheila, Lynne and Mark are the best resource for my business and personal financial planning.

Elaine Bialczak Mark listens to his clients needs and creates an appropriate financial plan. I am extremely pleased with his services and results.

Alban Elliott It was a pleasure working with the team, even though I am new to Primerica Financial Services. Their representative goes above and beyond to understand my needs and make sure I receive the best return on my investment. Thank you!

Long James (Jay) Ruben Perez was awesome, any issues I had come up he done the best to work with me and get everything completed before the closing date.

Frank Holt Just recently opened an account at this branch was help by Martin. And could not have had a better experience at opening an account than what was provided by Martin. A real quality person.

Ole Dan Tucker The Tellers are Very knowledgeable in their duties,willing to assist you in ANY way possible,always friendly and always thorough. Have recomendended to ALL friends and Family, A GREAT BANK INDEED...

Frank Davoudi Extremely knowledgeable in real estate and a very helpful person in lending. If it wasnt for him I would have never had the opportunity to to build my dream home. Highly recommended