Leggett & Associates Inc - Live Oak (FL)

Kiara Digiovanni Vidal was amazing taking care of us soon as we walked in, he was very attentive to all of our needs we had a horrible experience previously in a very known bank and we walked out so quickly!!! Not here at TD they listen to what kind of account you need as a personal and business level. I really appreciate knowing my money is safe with this bank. I do want to add that having the right person to help with this process opening new accounts is stressful Vidal did everything so smoothly and it wasn’t so stiff it was all done professionally and gracefully done

Lynn Bougie Hi Lora, I am opening up my finance trackers to do my end of month invoicing and bills and it reminded me that many of the trackers and tools I have in place and use consistently now are because of your class. I always "kind of knew" what I needed to do but I did not commit the time to do it. Through your class and the homework and the tools you provided I am much more in control of my finances. I know my worth and it feels good! Thank you for putting together such a great class. I hope you are well and that ships are coming in and out regularly and that you are only swimming with the dolphins.

Yitzchak Khaimov I had the pleasure of speaking with Cary, and I can’t say enough good things about the experience. From the start, Cary made me feel comfortable and heard. He took the time to really understand my financial goals and concerns, and explained everything in a way that felt clear and approachable — no pressure, no jargon, just honest and thoughtful advice. What stood out most was how genuine he was. You can tell Cary truly cares about the people he works with, and that means a lot in a world where financial conversations can often feel intimidating. I walked away from our call feeling more confident, more informed, and grateful to have had the conversation. Highly recommend Cary to anyone looking for a financial advisor who’s not only knowledgeable, but truly kind and trustworthy.

Anna Ocelakova Renata Coll CPA provided valuable assistance with the procedures, documents and filing the appropriate forms necessary to move our existing foreign company from Europe to the U.S.A. She made sure that we are in compliance with the complex federal and state taxing system. She is bilingual , which was very helpful also. Renata took care of our bookkeeping, payroll, business and personal tax return preparation. We will be using her for all our accounting and tax needs.

Jorge Morell My wife and I are in local law enforcement and the small retirement we have saved is all we have. After speaking with Stan we knew we could trust him. Stan has been managing our retirement fund for over a year. We are extremely satisfied and happy with what he has accomplished with our money. I would highly recommend Eads Financial Group.

Shaderica Bell Best experience ever. Rico tax service is the best.

Francis Domínguez F. I had a great experience with Universe Financial Corp. As a first time home buyer, they made sure I understood the process, and answered any questions I had. I worked with Melody and she was just amazing!

Natalia Williams Thank you Marcy & Christian! I had no idea what to do with my inheritance before I met these two. Thankfully, they explained to me everything I needed to know & created an investment portfolio for me. Christian always knows when to buy low & sell high. I can see myself in 40 years having Christian’s son set up my trust & will for my children. & thanks for never forgetting my birthday ❤️

Beth Any Baird I bank here i love it

Alina Mekhtiieva Highly recommend TFR & Company! Timur and Shawn are very helpful, knowledgeable. For the last three years they were helping me to file my taxes, just recently they helped me to open a business. Fast service! Friendly staff! Never had any problems with them.