Irving Financial Group - Bradenton (FL)

Susan Emanuel We moved to Mandarin FL from Massachusetts in August of 2018. We are retired and we needed to find new doctors and health insurance for 2019 year. My daughter, who is in the medical field met Dawn in Walmart. They talk and my daughter felt very confident that Dawn could help us. We contacted her and she came to our home and spent hours going over health plans. She is very knowledgeable and pleasant to work with. She checked to see that our new doctors were in one these plans. The plan was good and she said she would review it again for 2020. Plans changed in 2020 and she got with us and reviewed a new plan, which we switched to. She also said that they do financial planning. We went and saw Jeff, her husband was great to work with and we got a good plan that protected us from major financial hits. So with all that said if you are looking for Health and Financial planning along with great people to work with go with Family tree Financial. susan

Brittany Mills Love this pharmacy and the technicians they are understanding and very kind.

Peter McCartney I have been with One Focus about a year now. I believe it was the best decision I have ever made. I have been working with Evan DeBoard who in my opinion is the most know knowledgeable person I have ever met in his area of expertise. Evan has been there for me through every step of the process. Evan has answered every single one of my questions (even when I probably have been a real pain) and also educated me about many aspects of my debt situation. Evan is a super professional whom One Focus surely is very proud of having in the organization. I look forward to continue working with Evan and will regret the day we part ways. I truly appreciate everything he has done for me.

Emily Church Kim and Greg Taylor are seriously phenomenal and make a great team! Kim has been my main contact during my first home purchase. Not only is she super responsive and knowledgeable, but she also truly cares for all of her clients. If you don’t understand something, she will ensure you understand before the end of the conversation. She never makes you feel bad for those “silly” questions either. I’ve thoroughly enjoyed my time speaking with her. Blue Sand is the way to go!

Lynn Tyler We have been using Certified Financial & Tax for 7 years now. They answer all our questions with patience and understanding. They give us great advice for our business. They have gathered all the necessary financial data, for my WBE Certification. They take care of our personal and business taxes. I am so glad we found them when we first began our business.

Rachel E I have been nothing but impressed and extremely satisfied with the professionalism, guidance and superior service provided by Retirement Solutions Center. Paul is exceptionally knowledgeable and experienced. He considers each of his clients’ individual situations in advising. He’s a true upstanding gentleman in every sense of the word. Mallory—oh my goodness—she’s just amazing! Best front line assistant out there with a genuine desire to pleasantly and effectively serve the needs of the client. So blessed to entrust this fine company with my holdings!

Joshua Redding Fairwinds caught fraud before it even happened! Someone got my info and mailed a new card out declining my current. The bank called me, I went in, got a new card card and problem solved. I love fairwinds for this.