Lorraine Alvior We are first time farm owners. From day one that we contacted Michelle, she has been so helpful. Very professional and efficient. Took her time to discuss and explain everything to us. Her assistant Stephanie was there for us when we needed information. She was quick to respond and very detailed. They both made all the process so easy for us. We have never experience loan processing this simple and easy. Thank you so much Michelle and Stephanie and to Farm Credit of Florida for this wonderful journey of being a farm owner. We greatly appreciate all your help.
Jim Murphy Andrew and his team are top notch professionals. Andrew is amazingly well-versed in retirement planning, particularly for government civilian employees. He and the team were very thorough and helped us plan not just financially for retirement but also for the inevitable transfer of our assets to our children.
William Hennessey Allan has been a steadfast financial advisor for years, he is patient and extremely knowledgeable about almost all financial vehicles, Allan understands how to create a pension fund and defer or eliminate short and long term capital gains. I have used Sage for Roth IRAs and the children’s college savings funds.
Allan is also a very skilled negotiator and can greatly assist with most large business sales or acquisitions and the distributions of assets.
Most importantly he can be trusted with your money.
Oneida Hernandez Hello, good morning, I share with you that I made my taxes with you and I am very grateful because I already received them and in record time, thank you for helping me and blessings to all
