H&R Block - Live Oak (FL)

Alex Poo There are no words to describe Dianas attention, dedication, mastery of activity, and professionalism. At every step of the buying process, she explained all the details to me, making the process easy to understand, even when it was the first time I bought a home. Focused on every detail, always looking for the best for his client as if it were his own home. Without a doubt, if I were to buy another house, I would contact her without a second thought. You have all my recommendations. Keep doing that great job Diana. A million thanks from me and my family.

David Smith My wife and I are newly retired and new to Southwest Florida. We were seeking a local fiduciary to assist us with our retirement nest egg. Full disclosure, I’m a bit “High-Maintenance” when it comes to retirement investments and returns. When we met Laura Mattia at Atlas Fiduciary Financial, LLC. we were so pleased. Laura is well educated, experienced, and certified in financial planning. Laura’s approach is genuine and not cookie cutter like some other planners we had contacted. You can’t be a fiduciary if you do not hear your clients. Laura listens to us, she speaks confidently, she presents investment options, and guides us but allows us to make our own decisions. To date, our investments have all exceeded expectations. We truly feel she cares about us as her clients. We consider Laura and her staff as our friends and we look forward to our next meeting. My wife and I strongly recommend Laura and Atlas Fiduciary Financial, LLC. for all your financial needs.

Jessica Spencer These guys are amazing!! They helped us turn our slow season into our busy season with their marketing magic. They included everything in one package making it simple to understand yet customized for my industry & market. I received a loan with them last year during 2017 and I am simply thankful for how much theyve helped my business in more than one way. They showed true commitment to our success and no slowing down at any point. Highly recommend them as your marketing or business financing company.

Paul Morrison If you are looking for a holistic financial advisor that understands tax planning along with the retirement risk called IRMAA, Keith and his team are experts. Heritage Financial can prevent you from losing 60%-100% of your Social Security Net Benefit in retirement along with not having to pay $500,000 plus in Medicare Costs in retirement. Excellent Firm!

J Lombardy I had a great experience working with Sebastien, Nick and the OrangeFi team. They were extremely thorough throughout the entire process. They were readily available to answer questions and address concerns. This made the process easier to get through and educational for me. I was very pleased with my results and would recommend them to anyone who is trying to acquire funding for a business.

Jeremy Ivailo was great to work with! He was very informative and communicated every step of the way! He made my home buying process simple!