Jane Fontaine - Financial Advisor, Ameriprise Financial Services, LLC - Ocala (FL)

Maribeth Liska Custom Financial Solutions has been our tax service provider for several years. We couldnt have been more please with their customer service and knowledge that has help us with our financials and tax filings. Would absolutely recommend this company for all your financial needs!

Jeremy Wohlert Easy to work with and always answers questions as to what is in your best interest.

Kelly Stoudinger Can’t ever get an answer when u call not help

Brandi Romero Great advice from Steven!!!

Helen Kassel David (Assurity Financial Group) has made me feel at ease about my future. I don’t have to worry about having enough money to retire now that David has invested my money to work for me. And, he (David) is very good at explaining everything.

roy mulanda I lack confidence when it comes to financial issues…Some painful past experiences made me skeptical and I rarely have trust for companies who state that they operate having their customers’ best interests in mind. However, Harwood impressed me with its customer-centric approach and willingness to actually help. I’ve never looked for another company when it comes to managing my finances.