Hoffman Private Wealth Group - Clearwater (FL)

Deborah Puckett Lots of activities and they feed them breakfast and lunch

Samantha Szentmartoni Knowledgeable, kind, and welcoming. Karen took our pile of unopened “tax” mail and made sense of it all. We will certainly be using her for all of our tax needs in the future.

Kate Clay Incredibly helpful, timely, and knowledgeable. I was so nervous about my taxes this year and owing a ton but they found me so many credits and helped me find a refund! 10/10 would ABSOLUTELY recommend to anyone!

Melanie Bocock Beane Atkinson took care of my dads accounts and now mine for several years now and I am very pleased with the level of service and attention that I have received. Garret is very knowledgeable and a pleasure to work with.

DUNDEE gouin This company is nothing short than amazing, and Striano Financial Group is first class. They put their clients first in every aspect, and deliver with confidence. If you’re looking to work with a financial advisor, or for a career at Northwestern Mutual look no further. As a career changer I was not well versed in the financial arena, but had a passion for helping the community and to make an impact. At Striano Financial Group you’re able to do just that, and are provided with training to equip you with tools and knowledge to accomplish this calling. The best way I can describe our culture at this firm is in one word family. I say that because family doesn’t always mean that things are sugar coded and sometimes the truth hurts, but whats for sure is that a family will always be your biggest cheerleader and will always want what’s best for you. I’m forever grateful to be given an opportunity to work for Northwestern but more specific to be part of the this special agency the Striano Financial Group.

Lynn Tyler We have been using Certified Financial & Tax for 7 years now. They answer all our questions with patience and understanding. They give us great advice for our business. They have gathered all the necessary financial data, for my WBE Certification. They take care of our personal and business taxes. I am so glad we found them when we first began our business.

Edward Lees Ive been going there for years. Good place to get your taxes done and your accounting need. 5 stars all the way.

thomas setteducati Jacob helped me and my wife send money (wire) to an escrow company for our deposit on our new house. He was very nice and,helpful with this transaction. He treated us like royalty! We have been with PNC Bank over 20 Years!