Impact Financial Advisors LLC - Bradenton (FL)

Judy Frost I am very pleased with Eagle Harbor Advisors. Girish Navare has always taken very good care of me and I trust his expertise. All of the staff I have met have been very friendly, knowledgeable and professional. I am grateful to be associated with Eagle Harbor Advisors.

Stephanie Shivley Amazing customer service! Hunter has gone above and beyond to help me through every step of my loan process. 10/10 would recommend Farm Credit of Florida!

Amanda I cant say enough good things about Ms. Ruth! Her customer service is top notch; professional, knowledgeable, and kind! Its truly been a pleasure during a hard time in my life. If you need a loan, I highly recommend this location because they take great care of you!

J Wriston Great company with experts in Financial Planning! Highly recommend.

Eugene williams Ive used Duval Fields twice now for taxes and once for another need. Ive also referred two folks to them for tax assistance. Theyre really efficient and great to work with. They make it easy to securely send documents, sign returns, submit payments (eck) if needed. My friends also shared they had an easy experience with their prep as well. 10/10 will use them again. Im sick of filing my taxes and Im glad I found a simple and cost effective alternative.

Roger Desmond What we love the most about Aaron is his availability to clients with any questions they have regarding their financial situation. His attention to detail, listening, and engaging with us to be sure we understand are out of this world. How often can you carry on an unscheduled call with someone you feel gives you their full attention and even looks up things youre asking about while on the phone? Aarons ability to explain things at a technical and granular level in such incredible detail, then turn around and make it understandable for "common folk" like us, is a trait that is sometimes overlooked in this field of work. His ability to TEACH so you understand vs. be TOLD is a complex skill to master. I felt that other advisors become frustrated with engaging questions that maybe they didnt know how to answer and just followed up with what felt like, "let me do the thinking here. Thats what youre paying me for". Unlike other advisors that post that they are simply CFP, Aarons education in accounting and Masters in Business Administration (MBA) shine through when explaining his thought process with a particular investment or question from us. After I looked up what it takes to be a Chartered Financial Analyst (CFA), I know for sure that isnt an easy accreditation to earn. You have to be an intelligent guy to get to that level. Knowing that we are working with someone who doesnt simply type into software a risk level and a clump of ETF is spit out is what separates Aaron from the rest of the pack. Keep it up.

Nicole McFarland My husband and I love Trustco’s bank. We have been using them for years. Recently we needed to work with a banker again. We worked with Ryan and he was great. Answering all of our questions and guiding us with our financial needs. Thank you for the great service!