Magical Financial Solutions LLC - Fort Pierce (FL)

Leonardo Luna Ivan is a knowledgeable and experienced professional who will take the time to sit down and first and foremost become your friend and trusted adviser, understand your needs, ask the right questions and finally come up with the right solution for you. Its a completely different story when you sit with someone trying to fit their product to you, as opposed to Ivanhoe who will find go out and prepare the right strategy for you with the ingredients that best fit your goals.

nancy kaufman We appreciate the guidance and professional support of Brad and his team- the game plan created by Berg W M Group has helped us feel confident planning for our retirement - Thankyou Team!

kimberly brooks byrd Been banking with Teachers for almost 5 years now. Kirsten Torres has done the majority of our loans and debits. She does an amazing job and will continue to use her for any future financial situations we may have. Melanie and Bonnie are also great. We love this bank.

Jeff Rogers Lolita and her staff are extremely knowledgeable for all of your tax needs. Always helpful.

Walter Osorio Molina Very professional, knowledgeable and trustworthy

Susan Dunlop Run by two astonishingly personable, forthright, no-nonsense, capable women who taught me a great deal in my two introductory sessions. They were highly recommended by my friends and I, in turn, would most emphatically recommend them.

Robert Taylor Extremely professional, and a joy to deal with

Clarencia Hall I am so over the top happy to have found Fast Tax last year! Last year and this year Sarah is the absolute best! Very professional, timely, and most important informative! She has extensive knowledge of tax law and IRS. I trust her to make sure I am getting the best most accurate tax return! She has great experience with how to file small business! Friendly and such a joy! I look forward to working with Fast Tax for years to come!

Gautam Bazaz Great advice, focused on the long term, helped me with both financial and life planning.

Sam Nunnally These guys are fantastic. I work directly with Philip but I also know Marc and Elliott as well. They have all been involved in our retirement planning. As someone in the financial world, here’s what I like about this group: they are extremely flexible with the goals you set, have a wide range of products to maximize returns, and they do significant research on an offered product before they send it to their client base. A perfect balance of easy-going and razor sharp.