High Rise Financial LLC - Orlando (FL)

Tim Oliphant Ross and Teresa have been taking care of the taxes for our entire family over the course of several years now. We go back to the days of the old Hollywood Bread building together. We know that we can count on them to keep us on track with our scheduling, documentation requirements, quarterly filing when necessary, and extensions as needed. Ross has always been a savior to us, by keeping us in the know about any law changes over the years and has saved us a great deal of money that we otherwise would have missed out on with our returns. I plan on being a lifetime customer, because I know that I can have piece of mind and can count on Ross and Teresa to take great care us!

Ronnie Peck Nice office and the staff was friendly , good place for a small loan if you can pay off quickly , quick easy forms and quick deposit.

Beneva Oaks Steve and his staff are excellent financial advisors and planners. My wife and I are small business owners and Steve has gone out of his way to provide a detailed, comprehensive plan that is simple to execute. I wholeheartedly recommend his firm.

K. Baker I have nothing but good things to say here. Dana was on point today. She was very professional, efficient, and engaging throughout the process, although they were limited on staff. If I had to be an advocate for pay raises, she would be the one Im speaking for. Thumbs up! Great job! Thank you for your efforts.

Danny Johnson Zach has the customers best interest in all decisions and keeps you very informed. He has the ability to make you feel you are the most important customer he has. We highly recommend him to handle any and all investments. He really cares about the customer.

Nancy Cornwell I have a IRA with them and they are making me money , there great to deal with and very nice, you would be a fool to not use them.