Flaharty Asset Management - Punta Gorda (FL)

Barbara Preis I felt very safe and well taken care of. The staff was amazing and polite. I’ll be returning. Thank you Sarah-you are amazing!!

Yitian Ren Triangle family is working on clients best interest and perform professionally . I am committed to help every customer finding the proper loan program and closing the case smoothly with pleasant experience. During 2014~2018, over 95% of my client applications are approved and closed successfully and fluently. My review turn time on preparing application files is in 1~2 business days. When the case is under processing and underwriting, I will give the client a clear schedule that when they would have the disposition/approval ( in 3 days, 5 days or 21 days according to different loan amount process routine). Please feel free to reach me or my team once you have any question. Thank you.

Jill Phenomenal financial planner in the Fernandina Beach area.

Dennis Pfeiffer I love this bank! i walked in to cash a check on my birthday and they actually sang Happy Bityhday! I left feeling happy. Inverness branch manager Mary is awesome and the staff is always upbeat and personable. Highly recommend.

Marleen Whittington Tessa is very professional with a personal touch. She takes the time to explain anything you dont understand and answers your questions and concerns. As a senior citizen I appreciate her patience and caring attitude.

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.

Mg Chris ⭐️⭐️⭐️⭐️⭐️ "Super easy to work with Alex he was really helpful throughout the whole process. Always quick to respond and made everything feel simple. Definitely recommend if you’re looking for a broker you can actually trust." Thanks again!

Sara Milligan Tami was amazing! Professional, kind, knowledgeable, all around she made this a smooth process. Highly recommend!

Becky Haughey David Goldstein at 1st Med Financial has been instrumental in my business not once, but twice. He first helped me acquire my initial loan to buy my practice. After 4 years we are growing so much we need to expand to a larger location and he was able to get me a loan to build out the new location as well as refinance my current practice debt to be able to make it all happen. David was the first person I called when we decided we needed to move and he worked tirelessly to make it happen for us. I would HIGHLY recommend him to anyone needing financing for their medical practice.