H&R Block - Live Oak (FL)

abigail Im new to the area and I want a local bank to build a relationship with. I walk to this bank and meet Sonia Davidson OMG what a great banker very honest and super friendly i wish i could give her 10 start i will. I recommend her to anyone that would like to open any account. She is very professional and very informative. Thank you so much.

Lavender Grey Sky Excellent in every way. 5 stars are not enough. Banks have a long way to go to even come close to Radiant Credit Union. They put their members first and thats something banks will only do for the rich.

Darrell Reneau We’ve been working with Tabitha for over a year now as the bookkeeper for our nonprofit organization Citrus High School Boosters. She helped us not only set up and maintain our bookkeeping, but also guided us through establishing our bylaws and becoming fully incorporated as a nonprofit. Tabitha is highly professional, extremely reliable, and very knowledgeable about nonprofit compliance and financial management. Anytime we had a question or needed help, she responded quickly and clearly. Its been a huge relief to have someone so capable and trustworthy supporting our mission from the very beginning. I’d highly recommend her services to any nonprofit or small business needing help with bookkeeping, incorporation, or organizational setup. Working with her has been one of the best decisions we’ve made!

John S Ive been utilizing UFS for my portfolio for over 5 years. Both Lisa and Marissa have always been there to answer my questions and provide me with sound and beneficial financial advice along with wonderful investments tailored to my specific needs which have always appreciated in value. I highly recommend them for your financial needs.

diane queen We have been working with Landsberg Bennett Private Wealth Management for many years as our financial advisors and administrators, and they have always been a pleasure to work with. We know we can trust Lew Bennett and his staff with such an important part of our lives, and we are very pleased with their successful track record for us during that time. Their flexible and highly diversified strategies enable us to adjust our portfolio investments to changing situations. They are always easily accessible and responsive to answer questions and provide services.

Brian All of the employees at this are courteous & respectful, and i will continue to this branch for my personal & business account.

Nicole Gant The Cooney financial staff is amazing!! We were new clients last year and back again this year. They are welcoming, diligent and have wonderful attention to detail!! I highly recommend Cooney financial and we will be back again next year!!

Brianna Panza Cynthia was great! Very helpful, efficient and quick to respond! 10/10 recommend Cynthia for all your tax needs. I will definitely be using her again in the future