Independent Investment Advisors - Fort Myers (FL)

Joe V Delphine truly comes from humble beginnings, I know because we were right next to her with our business when she moved into the town of Monticello. I came to her with problems with my prior tax guy. The IRS was penalizing me over $12,000 for his mistakes. It took some time but she was able to exonerate me. Not only that but Ive never received refunds like she was able to get me. Shes very intelligent and treats every client one on one. She does both our business and personal taxes. If it wasnt for her Id be in a different place (and not a good one). I want to thank her publicly for all shes done. Thanks Delphine, your one of a kind.

Cynthia Garbutt The 5th Street branch on Miami Beach is excellent. Great staff and manager. Always helpful, professional and welcoming. They go above and beyond for their customers. Give them a pay rise, please.

David Voss I visited the South Orlando branch last week with questions concerning my account. I was assisted by Joann Johnson who was courteous, kind and professional. She did everything in her power to take action and followed up in a timely manner. I really appreciate the service!! I recommend this institution to anyone.

Mi Minyo This place is a hidden gem! Mind you, initially, I only came for a consultation. Mr. Lundy is very thorough, knowledgeable and patient. In addition, his office staff are very welcoming and resourceful. For many years, I have gone to H&R Block for my taxes. I am relieved to say, moving forward this will be my go to for business as well as individual returns. I would highly recommend this place to any and everyone! You will not be disappointed.

Timothy Eldridge Very impressed with the quality of the work. Had been doing business with HR Block For about 16 yrs. Going to be a long term customer from here on.

Gerri Rorick Integrity and knowledge - and always with the client’s best interest at the core of this organization. Tough combination to find in today’s business environment. You can trust Trent and Jim for investment direction and growth.

Edward Lees Ive been going there for years. Good place to get your taxes done and your accounting need. 5 stars all the way.

KIMBERLEY STAR As for Wall Titus Financial, Bob Titus is highly skilled and knowledgeable in all aspects regarding your financial development. We have had a long-term relationship with him. Theres no one person who can meet all your needs. Hes very personalized and, above all, trustworthy. Wal Titus Financial will personally take care of all your financial inquiries. And will set you on the right path to your financial wealth.

Dennis Fleetwood Shelly was wonderful and very helpful got my the money that I needed and a little extra. She was very direct with the information she gave me. I highly recommend this place they are very lovely ladies Shelly was so sweet