Lake County Finance Division - Tavares (FL)

Marcelo Rizzo PFA sets the highest standards of professionalism and ethics when it comes to Accounting, Taxes and Financial Planning. Dan, Sheila, Lynne and Mark are the best resource for my business and personal financial planning.

Antonio Insausti I’ve seen firsthand how dedicated they are to helping small business owners access the right funding solutions. Their team is responsive, professional, and truly focused on results. If you’re looking for working capital, equipment financing,  lines of credit, commercial real estate lending or C-PACE, Fortis delivers.

My Shih Tzu Piper Rebecca is absolutely the best insurance agent ever! She has helped me so much to get the best coverage. She is extremely knowledgeable, researches complex situations, explains options in detail and makes everything easy to understand. She is kind, conscientious, has a lot of integrity and is so easy to work with. I highly, highly recommend her.

Anita Williams I have been a member with Penfed for over 30 years and have never been to a branch before. After this experience, I am grateful that I do not have to repeatedly do this! I came in person to make a cash deposit. WOW! One teller ...and shes slow like molasses going up a hill. There were seven of us in line with her and although there was another person servicing the drive thru, that lady didnt even see fit to ask to service the next person in line. Where is the customer service? Didnt give one star because she was polite when I was finally served. This is not rocket science! Since you are not equipped with personnel to service more than 2-3 persons, a system needs to be in place to avoid persons, especially retired older people to stand for over 30 minutes in a line. You have all of these chairs. Simply, have a numbered ticket system so we can sit & wait. I see why your reviews are so terrible.

Samantha Nangia This office truly cares about it’s Clients and the staff is always available to assist - I have seen amazing growth in my portfolio