Luther Pickels C.P.A. - Monticello (FL)

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.

Dixie Davies Great advisor with deep knowledge and experience in planning

Briseli Raya Vivien is Absolutely Amazingz She is the loans officer And was extremely patient with me and helped me through the whole process without complaining, not once.

Michael Shirazi At this place, they open early they help you even if they don’t offer the service they’ll direct you the right way they care about you. I’ve never been more pleased with the company this place is five stars. Thank you, Monique.

Justin Griffin Richard Torres is always so helpful . He has went above and beyond for us everytime we have needed his help.

Lauryn Jones Ms. Bozeman has been super helpful with guiding me throughout my financial journey! She has taught me so much already in the few sessions that we’ve had. I can’t thank Ms. Bozeman enough for her expertise and support in helping me pay off my student loan debt and improve my financial situation. If you’re looking for a financial counselor who genuinely cares about your financial well-being and knows how to guide you toward success, I highly recommend her!