Meridian Financial Services - Inverness (FL)

Joann Ball I have been using Helen for a few years now, she very professional, always available to answer questions. I would highly recommend her to anyone needing tax services.

Ware Terri “Mz.T” Hollywood Financial Center is a great place to meet your Financial Literacy Education

Charles Stearns Jr. Chris spent alot of time working with me and my many questions on how to invest in a tight market. He spent a lot of time showing me, my options which I really appreciate and got me on a great plan to execute my retirement goals. I am very pleased with his dedication to my investments and my future. Cant wait to see how much money he is going to make me while all I have to really do is sit back and watch. Thank you guys! V/r Chuck Stearns

Derek Wentworth Jay is an awesome financial advisor. He is a “hands on” advisor who gives that personal touch. I find him very informative, professional, trustworthy, and knowledgeable. The numerous years of experience he has combined with the personal service you receive will be hard to match from any “big box” financial services/investment company. I highly recommend Jay.

Richard Wright Andrew Stash is very knowledgeable, and friendly. I wouldnt trust anyone else with my money like I do with Andrew.

Ahasan Habib The employees are outstanding and the most interesting thing is that they have the lowest price on gas in this area.

Angelia Kennedy Jason is a stellar Financial Advisor. After asking questions and LISTENING to the answers he provides education on the basics of managing money creating confidence in your budget and investing choices. His genius at navigating choices and building to procure the future for ones self and family allows for a better nights sleep and a lot less stress. This a business relationship with longevity, and Jason invests in you like a friend.

Lynn Tyler We have been using Certified Financial & Tax for 7 years now. They answer all our questions with patience and understanding. They give us great advice for our business. They have gathered all the necessary financial data, for my WBE Certification. They take care of our personal and business taxes. I am so glad we found them when we first began our business.