Keywords: Financial hr block fl 34974

H&R Block - Okeechobee (FL)

Address: 🏡 3264 US-441, Okeechobee, FL 34974, USA
Phone : +1 (863) 763-7080
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJyUd5tMEf3IgRTw4hkKOgq_8
#Florida
penair credit union – milton fl

PenAir Credit Union – Milton - Milton

Eugene Satterfield The Milton branch is the best ever wouldn’t trade them for nothing. Amanda, Alexis, Jen, and Bri are the best!
5 /5

Family One Source - Callaway

Ryan McAndrew Kiersten was absolutely phenomenal. She took the time to explain every detail in a way that was easy to understand and never rushed us through the process. She made sure we fully grasped each step before moving forward, which gave us complete confidence in the decisions we were making. Thanks to her, our family now has life insurance in place and a solid plan to save for retirement. We feel more secure about our future, and it’s all because of her expert guidance. We highly recommend working with Kiersten—she’s knowledgeable, patient, and truly has your best interests at heart.
5 /5

IMS Partners Inc - Melbourne

Linda Seidel Very caring and knowledgeable. Paul and Chester are outstanding and always very helpful.
5 /5

Hilltop Wealth & Tax Solutions - Fort Myers

Daniel Billmeyer Bill was prepared to discuss all the new tax changes for seniors and strategies to prepare us for the future, moving funds into ROTH accounts now dependent on our previous years tax returns
5 /5

Addition Financial Credit Union - Lake Mary - Lake Mary

Sabrina Burke Dear Addition Financial, I wanted to take a moment to commend one of your loan servicing agents, Patrick Malcolm, for the exceptional service I received. Patrick went above and beyond to assist me with financial requests, demonstrating professionalism, patience, and a genuine willingness to help. I was particularly impressed by his clear communication, timely responses, knowledge, and providing me a seamless experience. Patrick made me feel heard and valued. His dedication made my experience with Addition Financial a truly positive one. Thank you for having such a dedicated professional on your team. I look forward to continue working with Addition Financial in the future! Sincerely, Ms. Burke a Longtime Member
5 /5

Swonger Accounting & Tax Services LLC - Dade City

Sarah Hoffman I first found Swonger Accounting by driving by a sign and took a chance. John has been a great business partner and advocate for our business. He is extremely dedicated and detail oriented. Im very happy to have found someone that cares about our business.
5 /5

Geodev Financial Group Inc - Avon Park

John McNeal We have used Devin at GeoDev for 20 years since we moved here. He is so easy to talk to and explains things clearly and is extremely patient [we need that!] in his interactions. Great staff. In our opinion, trust and the ability to communicate are the most important goals when selecting a financial advisor. We have both at 100% in Devin.
5 /5

Broad Reach Wealth Management - Sarasota

Robert Dean Having been in the financial services business for years, it was somewhat easy to spot someone who does their homework and is not fee/commission motivated. They are very rare. We have been with Broadbeach for several years now, and continue to be quite pleased. The discipline is exactly what we were looking for in a wealth manager, the planning effort was excellent, the diversification has been as promised and the performance has been great. I am not a trusting soul, but I trust Broadreach with our future.
5 /5