Freedom Financial & Business Planning LLC - St. Petersburg (FL)

Carson Westfall Derek and his team have been able to make an intimidating and sometimes frustrating process quite enjoyable. Before deciding to work with Derek, I interviewed several financial planners. I kept hearing, "just start with investing what you feel comfortable with". My wife and I are very goal oriented and wanted much more of a plan than that. Derek and his team provided more than we ever expected. We are younge and dont have millions in assets. But with his help, one day we will.

Kira Mckinney Got cussed out for paying my bill?

Meg Butler Greg was recommended to us by a local realtor to discuss potential capital gains from the sale of a home. We found him to be very knowledgeable, direct, and easy to talk to; afterwards we decided to utilize him for our personal taxes. He was very prompt, and again explained everything to us in a way that was easy to understand. We highly recommend him for your business and/or personal accounting needs.