Odiorne Insurance Agency - Perry (FL)

Tony Petruzzi We help people change their financial future by teaching them how to manage their finances and together we make a difference.

Marissa Zechinato I had a wonderful time coming to Infinity Tax and Financial Planning. Kathleen is so kind and genuine and offered me all the assistance I needed. I had fun getting into an unexpected conversation about music with the team while my rather complicated (freelance musician) tax return was being handled. They charged me a very reasonable amount. I will definitely be coming back here.

Maria Bencomo I have had the pleasure of working with Jorge as my financial advisor, and I can confidently say he has exceeded every expectation. His professionalism, transparency, and genuine care for his clients’ well-being truly set him apart. One particular instance that stood out was when I referred a friend to Jorge. Rather than encouraging a change for personal gain, he advised my friend to keep his investments where they were because it was the best decision for him. That level of honesty is rare in this industry and speaks volumes about Jorge’s character. Jorge has also been instrumental in helping me budget and organize my financial documents to ensure I’m well-prepared for the future. He takes the time to answer every question thoroughly and leaves no detail unaddressed. I’m incredibly grateful for Jorge’s support and helping my son as he transitions into post-graduate life. I highly recommend him to anyone seeking trustworthy and knowledgeable financial guidance.

charles scheetz Knowledgeable, They care about their clients,They tailor investing plans per client

Christopher Blount It was refreshing to go in and be happily served after my experience with some other local banks. Their branch was open on Saturday morning, everyone tended to every one of my needs, were extremely polite and helpful. I will be back! Thanks to Eric L and the young lady at the counter who helped me on Sat. 12.28. I forgot her name.