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iTax Financial Group .. Accounting, Real Estate, and Immigration Paralegal - Kissimmee (FL)

Address: 🏡 2960 Vineland Rd suite e, Kissimmee, FL 34746, USA
Phone : +1 (407) 507-0507
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJKx5eXpiB3YgRgZSmw1Qvx2A
#Florida

Ocala Community Credit Union - Ocala

Gerry with-a-G A MASTERCLASS IN CUSTOMER SERVICE! Gabby helped me with opening an account the other day & provided world-class service one would come to expect from larger institutions! As I walked into their front lobby, Gabby grabbed my attention and acknowledged me with a smile, a friendly greeting & welcomed me to the Credit Union. Now, thats a warm welcome, I thought to myself. Her tone of sincerity when she asked "How may I be of service to you" is what crystalized by first impression of the credit union: a place I’d like to do business with. We went through the process of opening my account as Gabby paid special attention to the fact that I had just moved into Ocala. She pointed out the other branch in town along with a thorough overview of all their services - not taking anything for granted. Our conversation was driven by her questions, seeking to understand my banking needs, so I sensed that she was not working off a "service script" like so many other credit unions. For the first time in about 3 decades, my experience in dealing with a credit union was not painful. It was pleasant, efficient, and gave me the confidence that this place will treat me right, like a TRUE partner would. Now, I look forward to my next visit. Extra bonus: She didnt have to wish me "Have a Magical Day"... as I was already on cloud 9!
5 /5

Amerant Bank - Hialeah

ALICIA DEL VALLE It is the best Bank in the United States
5 /5

Deidre Fernald, CFP® - Clearwater

Jan Brandi Working with Deidre Fernald, CFP® has been a life-changing experience for both my fiancé and me. We came to her for help with budgeting, debt management, and marriage financial counseling, and what we found was so much more than just a certified financial planner — we found a guide, a supporter, and someone who genuinely cares. Deidre’s approach is so kind, gentle, and understanding, and somehow, even during deep financial discussions, we find ourselves laughing and feeling closer as a couple. We used to struggle with communicating about money — it was a real source of stress. But Deidre helped us break through that. Thanks to her, we now have a stronger financial foundation and a stronger relationship. If you’re looking for financial planning in Clearwater, someone who understands both the numbers and the emotional side of money, Deidre Fernald is the one. She’s helped us create a plan that works, brought peace to our home, and I truly can’t wait to see what another year under her guidance brings. Highly recommend her for budgeting for couples, marriage financial counseling, and anyone wanting to grow both their wealth and their connection.
5 /5

Derek Ifasi, CF2, CSS, CFS, CRPC, APMA - Tampa

Rich Craig I felt very comfortable from the first conversation with Derek. He took his time and educated me, explaining the pros and cons of different strategies and products. He never rushed me and answered questions with precision. I cannot say enough good things about him.
5 /5

Capital City Bank - Trenton

wayne dillon Everyone at the trenton office is very welcoming and pleasant to work with....
5 /5

Moss Wealth Management - Panama City Beach

Brad Tilghman Steve is very responsive to questions and provides pro-active guidance on market events. His years of experience are evident in the guidance that he shares. He also serves his community in many ways. All 5 stars.
5 /5