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Marcum & Associates, Inc - Brooksville (FL)

Address: 🏡 15331 Cortez Blvd, Brooksville, FL 34613, USA
Phone : +1 (352) 701-0771
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJFzu-veYe6IgRGa9n5SkD3ao
#Florida

Xcel Wealth Management - Holly Hill

Ron Zimmet I have had the opportunity to work with Chay Stewart for many years. I have always been extremely impressed with his ability to navigate the complex and ever changing financial markets. If you are looking for someone who is trustworthy, will give you personal attention and will look after your financial interests above his own, look no further than Chay Stewart.
5 /5

Pinellas Federal Credit Union - Largo

Gianna X I don’t know about y’all, but I’ve always hated dealing with finances. The information can be overwhelming, and it’s hard to know who to trust. But all of that changed when I found Pinellas Federal Credit Union. The process was quick, easy, and honestly stress-free. They offered me the best auto loan rate in the city, hands down! A huge shoutout to Amy Hocking, the Assistant Branch Manager—she’s an absolute wealth of knowledge and made the entire experience feel personal and empowering. I’m genuinely excited to keep building my financial future and relationship with Pinellas Federal, thanks to her.
5 /5

Roman Janos, CFP®, AEP®, ChFC®, RICP® - Gainesville

Alora Haynes I, like many approaching retirement, had not done much in the way of financial planning until a few years prior to my drop time with my employer. Roman Janos was referred to me by my trusted legal advisor, and my husband and I have been extremely comfortable with our choice of Roman as our financial adviser/ planner from our first meeting. He is thorough, gives much of his time, when he can tell that you need clarity on an item, and can be trusted to keep your best interest in mind, when it comes to investing your money. We never feel pressured or anxious about his advice. His explanations make sense and leave us with confidence in how our finances are being managed. Very glad that he was recommended to us. Our financial future is in good hands.
5 /5
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TFR & Company, Inc. - Key West

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.
5 /5

Fero Financial - Pt Charlotte

John Leclair Working with Rebekah at Fero Financial has given me so much peace of mind. She takes the time to truly understand my goals, explaining everything in clear, simple terms to create a customized plan that makes me feel confident about my investments, retirement, and overall financial well-being. If youre looking for someone you can trust to guide you through the complex world of financial planning, I highly recommend Fero Financial. I feel so much more secure and optimistic about my future thanks to their expertise and guidance.
5 /5

Edward Jones - Financial Advisor: Nick Navetta, AAMS® - Ocala

Edward Jones Mr. Nic Navetta is a Great Professional who really takes care of his Clients Also Mrs. Angela Ward is Very good at her job b too.
5 /5