Jeffrey Scott Rizzo - UBS Financial Services Inc. - Gainesville (FL)

David Knowlton Have enjoyed working with Brad for many years.

Shauna Duvall I’m one of those people that doesn’t think they need to pay someone to do my taxes- but Bobbie’s value is clear almost immediately and now I can’t imagine using anyone else. She is super cool and laid back but also seriously knows her way around some tax forms! Highly recommend to anyone who’s on the fence about going here .

Nikki Cooper They treat me with respect, and are very thorough. Results with Shands are usually same day. I have access to my chart at all times.

Margaret Rand Do yourself a favor by making an appointment at Altrus Investment Services in Punta Gorda, FL. Sommer ONeil and Bradley Teets are both experts in their field. You will have peace of mind knowing they have your best interests in mind at all times. You wont regret it!

Tony Rodriguez Best experience ever.

mike freeman I have been trying to close my late husbands account since the 11th of May. The amount of documentation that I had to do my snail mais ridiculous. I still dont have the money from his account and I closed all his other business dealings weeks ago. If anybody reads this I would recommend that you never ever ever do business with anybody related to this company or any of its subsidiaries.

James Williams The staff is friendly, and take the time to remember you. They took the time to even help me fill out a credit card application. The best thing is if you lose your debit card you can just go to the bank and ask for a new one. It only takes about 10 minutes not the 5 - 10 business days that most banks make you wait.