Lauren Hopper - Financial Advisor, Ameriprise Financial Services, LLC - Clearwater (FL)

H. Jim (Cajun Jim) Im definitely a small business. The smallest of them all, sole proprietor" and Fountainhead was there for me to keep it going. They help me all the way through to loan forgiveness. Fountainhead still is checking up on me as of today. 5 stars plus service. Thanks

Susan Hannebrink Mindie offers various investment plans to secure a stable cash flow to meet our family needs in the coming years when we no longer have employment income. She is well connected with large institutions and can make the most of what they have to offer. She has a caring conservative attitude which makes you feel comfortable in her ability to take care of your financial future.

Dean Schreiner Vertich & Uhler are a full service investment and advisory firm. They personally, Corey and Tom, are there for you and your family. I have been a client of theirs since 2014 and have never looked back. Their advice and interaction has been spot on. They have navigated myself and my family through some very interesting challenges and have always been up front, honest and dependable. They are progressive thinkers and are always looking to the future as to what is best for your situation. The team and the staff have always been responsive and seem to be able to handle any situation thrown their way. I highly recommend their firm and I am looking forward to many more satisfied years as one of their clients.

Dan Anderson Worst company. Dont trust this company! Constant phone calls. When. Told them I dont have a need and was cursed at and told off. Appears to be a scam company! Stay far away! If you answer their 1st call expect daily harassment calls to follow for at least the next few months. They havent stopped for me yet!

Lee Jacobson This company is awful they automatically deny your claim and have you fight them in court. Numerous reviews claim they bully their clients and I totally agree. They have never been a fare operating company.

Lori Hughes This accountant is amazing. He is always up to date and very knowledgeable in the constantly changing laws and tax rules. He is thorough and prompt. With great confidence recommend him to everyone who asks for a referral.

Logan Weber Its an ATM so 5 stars.

Anna Cassano Experienced and very helpful. Mr. Harrelson takes the time to explain things and helps us to work towards our financial goals. We had been working with another firm/person with no communication at all! We had no idea what a difference one person could make! Like night and day! So refreshing to find someone who truly cares about what we will have to look forward to in our retirement years (and they arrive so much sooner then we think)! Thank you so much!

April Speck-Ewer Gardners expertise and industry experience put me at ease, but more than anything, it is my confidence in Gardners ability to help craft a personalized plan that takes into account our long term goals. Gardners approach is not plug and play/cookie cutter, but rather, hand crafted for our family. His approach means he takes an extraordinarily generous amount of time with clients to listen deeply and ask thoughtful questions to come up with a personalized and curated strategy that takes into account my familys circumstances, my comfort with risk, etc. I appreciate Gardners patience, good humor, and common sense--he translates what could be complicated concepts into very accessible terms and encourages questions and dialogue. There is a reason he can be selective about taking on new clients-- its because he is one of the best!