Kevin Lydon - Financial Advisor, Ameriprise Financial Services, LLC - Fort Lauderdale (FL)

Jenny Greene Kim and her team at Ancient City Accounting are wonderful!! Weve been with them for a while now and are so thankful for their services!! They go above and beyond and are very helpful with all our business needs!

Michael Rich By donating cars, boats and other personal property such as residential contents you re-purpose these items along with receiving your tax credits. We hired The St Lucie Appraisal Company from Fort Pierce, Florida to appraise the contents of our dads condominium which were then donated to United Way. We received an excellent appraisal and IRS forms from St Lucie Appraisal and both they and United Way were very prompt in getting their respective jobs done.

Sophia Doctoche Teo truly is one of a kind. She helped me set myself and my two young kids up for their future. She wants to see both mothers and fathers become successful and have a plan for retirement. I cant thank her enough for the guidence and making the transition so easy and adjustable to my income.

Ken My wife and I have been using this firm before they moved from Woodbury to Melville. We started with them in 2013 mainly because they are fiduciaries and only charge a percentage of our portfolio. There are only 3 people at the Melville office and all have been together since before we started in 2013. The firm has joined the “Wealth Enhancement Group” to access more financial resources. They have kept us well informed via Emails, phone calls and information progress meetings in their offices. Needless to say we have both been very happy using them.