Jay Dolan, CFP® - St. Petersburg (FL)

Moises Gonzalez We want to take a moment to express our appreciation for the exceptional service provided by Shubert and the entire team at 1847Financial. From the beginning of our partnership, Shubert has consistently demonstrated expertise, professionalism, and a genuine commitment to our financial well-being. He takes the time to break down complex financial concepts into clear, understandable terms and is always available to answer any questions. Additionally, he proactively explores various scenarios with us, ensuring we have the knowledge and confidence to make well-informed decisions. His dedication and support have been invaluable, and we look forward to continuing our collaboration.

Mario Honest and transparent service. They helped me to get approved for business funds in like 2 days. Thank you Arnold and team!

Phyllis Smith Whenever I need help, someone is always available. Theyre friendly and not afraid of laughing. Ive had this co.(before it was Sun Trust) 23 years before Truist took it over

Cathy Rraney Justine Rooks is a wonderful Financial Advisor. He listens to the customer to help them. His staff is friendly and helpful. We have been a client for a long time and have always had a great experience when dealing with him and his office.

ZOTA Studios Excellent group, extremely knowledgeable with a client first approach. Would highly recommend for anyone searching!

Jon Newman Awesome, great communication, upbeat, knowledgeable!! Awesome!!

Jody Stevens I needed a hard money lender to close on my commercial property when my SBA lender wasnt able to close in time. Capital Investments And Collateralized Lending, LLC stepped up and funded the transaction with no new appraisal in one week. Thanks again for all the help and happy to leave my personal recommendation for anyone looking for a great lender to partner up with to fund their deals or projects.

Clarencia Hall I am so over the top happy to have found Fast Tax last year! Last year and this year Sarah is the absolute best! Very professional, timely, and most important informative! She has extensive knowledge of tax law and IRS. I trust her to make sure I am getting the best most accurate tax return! She has great experience with how to file small business! Friendly and such a joy! I look forward to working with Fast Tax for years to come!

JP I have been a friend of Art for many years. Long time radio listener on the “art of money”. He is a wealth of resources and anyone looking about retirement or close to retirement. Don’t hesitate to talk to Art. Art even bought my Fat Boy Harley from me.