Jared Kirby - Raymond James - Inverness (FL)

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.

Arian Farvin I have worked with many professionals in finance over and Allan and his group of experts were professional and efficient. Within 72 hours funding was deposited into my account. No gimmick key sales tactics just fax the numbers and one hell of an advocate.

Shann Purinton Superb financial advice and customer service!! Many thanks to the Riverside Staff!!

Rebecca Ward Lori was amazing and helpful she was kind and thoughtful. Willing to do what she could to help me and guide me in the direction I had to go. Would definitely recommend coming here if your tight on cash. If I could would rate 10 stars

Cherie Matheson Sara Fordyce is the best! Patient, kind and knowledgeable.

Rosa Tipton Karen was very polite, knowledgeable and very helpful. Thank you so much.

Jennifer Made an appointment to discuss investments with Bob, we talked for an hour. Gave him all my information to have my rollover IRA transferred to his company to have him manage. Sent over the additional information he needed via email and never heard from him again. I emailed him & called his office twice. His receptionist told me the first time I called that he was out of the office. (Which I took as out for a meeting or something) Then when I called a week later she said he was still out of the office in North Carolina. I told her I wished someone would have told me he was on vacation vs just “out of the office”. She laughed and said “well he has an office there & he should be able to return your emails or call you” I told her how unprofessional this whole situation was. After that I still didn’t hear back. Now after a month if not longer I have emailed Bob yet again to inform him and just have it documented that I do not wish to have him handle my roll over IRA and that I was very disappointed in the lack of professionalism. Of course no email back. Please take your business elsewhere if you want to have someone who is professional and reliable.

Chandra Gabel Blake I love this bank! Everyone there is so nice and helpful they know me by name and Im only there twice a month. I would recommend this bank to everyone