Jeanine Webster, CFP, CWS, ChFC - UBS Financial Services Inc. - Stuart (FL)

Ishmael Green LaJoi was super awesome! She really helped me get some stuff figured out, helped me with a bill payment and just was super helpful. Phenomenal customer service! Thanks for the tootsie rolls lol brightened my day!

Jennifer Vannoy Working with Trish has been an absolute game-changer. She tackled the worst mess I’m sure she’s ever seen and turned it into organized, accurate, and understandable books. Her attention to detail, clear communication, and no-judgment support made what could have been an overwhelming process feel manageable. I trust her completely and can’t imagine working with anyone else. If you need a bookkeeper who’s truly the best at what she does—look no further! Go with Fire Financial Solutions!

Patricia Powell Mr Lloyd is very very good at his job. He explained everything so I could understand.He answered all my guestions with easy to understand answers and to my full understanding.He is a very good account representative.

Ron Rand We needed some slight repair on one of our kitchen cabinets. Wilmo Rodriguez from Cornerstone came quickly to repair it. He was most friendly, courteous, and professional. We felt like family during his excellent visit. Ron Ft. Myers, FL

Natashia Hicks Junior made my tax file process easy!! His experience and attention to details helps me find areas in my business for deductions. Also, the software they use makes my tax filings process seamless. Thank again and see you next year!

Lynn Richey I started working with Chris over 22 years ago, when I had accumulated some money and was getting older. I knew nothing about financial planning and wanted to make sure I had a big enough nest egg for retirement. That’s when I met Chris and we started working on investing my savings. I really like that Chris is accessible. When you want to reach him, you can. If you leave a message, he calls right back. He’s helped me with tax questions, retirement planning, and he even helped me sort through my mom’s finances when she passed away. I will always be thankful for him. It was a hard time, and he really went the extra mile to help us out.