H&R Block - Bonifay (FL)

Lyndsi [Stafford] Edgar At eLuminate, we’ve had the pleasure of working with Levanti Wealth as a client, and we can confidently say they represent the highest standard of authenticity and integrity in their industry. Our experience collaborating with their team has been nothing short of exceptional. Levanti Wealth brings a level of wisdom, care, and clarity that is rare in the financial space. They approach everything they do with intentionality and deep expertise, always putting people first. Their professionalism and thoughtful insights are evident in every interaction, and they consistently demonstrate a genuine commitment to helping others build financial security and legacy. If youre looking for a team that is real, grounded, and truly knowledgeable, we highly recommend Levanti Wealth. They are not just financial advisors—they are trusted partners in your journey toward financial wellbeing. — The eLuminate Team

Robert Caslen I’ve been with First Command almost 50 years and had numerous advisors - all very professional and competent. But they saved the best for last. Lilian Mesquita is outstanding. Knowledgeable, friendly, and an advisor with great character, she not only speaks these complex issues in a simplistic understandable way, but she is not pushy or boastful. She is a great professional and I’m fortunate after all these years to have the best of the best.

Emily Vogler Ethan has been so attentive during the past 3 years of having an account with him! You can tell he truly cares about his work and his clients! Definitely recommend!

Jenny Greene Kim and her team at Ancient City Accounting are wonderful!! Weve been with them for a while now and are so thankful for their services!! They go above and beyond and are very helpful with all our business needs!

Terry H Matt and his team made things seamless, from making sure we knew what was going on weekly to giving us advice on the best options for us. They were not just there for the transaction they were there to make sure you were comfortable with the transaction.

Leon Lawson Jaron Hickman was very professional and prompt in all replies. We really enjoyed working with him. He made everything so easy!

Emerson Robbins John Letourneau is extremely informed on trends in the the stock and investment market. Absolutely someone to begin the conversation with if you are interested in creating/preserving wealth.

Thomas A (Jahmakean) NEW Location !! Ok, let me start by saying that Mary Beth and her staff are all superstars. They will take the time and patience to resolve any issues that you may have with your taxes. I have been a client for over 12 years and would not trust anyone else to handle my taxes. On many occasions they would ask for additional information or documents that I would not have thought about, their thoroughness to make sure all essential documents are submitted is beyond any other person that I entrusted with my taxes. I have not lived in Key West for about 10 years but consistently and easily submit and sign all documents with ease. Thank you guys.