Heritage Financial Services LLC - Winter Park (FL)

Mike Meltzer I have been using Bill Sines at Senior Financial Services for 11 years. Both investments and tax preparation. Great team.

Mishelle Kochel We have been blessed to have Karen as our tax preparer back in the day when she was helping her dad, Ken. We have moved to 7 other states since that time and she has been providing expert customer service and professional tax preparation each amd every year, regardless of where we have lived. I wouldnt go to or trust anyone else!!!

Loretta Duitsmann Justin is very knowledgeable and will do whatever it takes to find the cheapest insurance. Ive referred a couple friends to him and they are also very pleased.

Joel Schackne I have been with Mike Silver since 2008. He and his staff are terrific financial advisors and people. I am extremely happy with my percent returns. I have recommended five other people, who are also invested with his firm

Julie Belote Nothing but compliments on the entire staff!

sonya lowery Very helpful