Leeward Wealth Management - Leslie A Valant, AAMS - Financial Advisor - Key West (FL)

dawn Eubanks Made an appointment through the website. Had a no show by the company. Contacted the corporate number to get help. The company sent an email to the Live Oak office and we have yet to be contacted in any form to get the taxes finished.

Diane Newham Miracle has made my experience with insta loan a five star hit. Polite, kind, and gentle are the customer service reps the have on our side. She was outstanding

Rhonda Williamson Don’t go during your lunch break! They only have one cashier running the inside and drive through. I walked in with two people ahead of me and didn’t and waited for 45 minutes.

Charles Paul Collins Particularly, our family was drawn to Singer Wealth Management and Singer Law, to help us manage our retirement portfolio and estate planning documents. What stood out above several other organizations we interviewed was the Singer Organization did not try to sell us something we didnt need. In fact, they reviewed our documents and financial plans and recommended updates to one estate document out of several to comply with Florida law. Every other organization recommended scrapping everything we had and starting over. To our family, it made all the difference about who to select as a key advisor.

Alexey Husak Did my tax return with them last year. Friendly attitude and knowledgeable people. They described me a lot about procedure of tax return process

Nicola Abrams Very helpful and listened to our goals, explained everything and we feel very comfortable working with Sam

Dennis Urbanski No one is ever there..hours posted are kept.