Parker Financial Planning - Port Charlotte (FL)

Damien Diaz Glover D. Glover The best finance company I ever had the pleasure of working what they really do work with you long as you stay in contact with them they were really really work with you playing I’ll buy my next car to them as well

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

Erica Houdyshell Cypress bank has gone above and beyond to meet my expectations. Their dedication to their customers is unparalleled and I will continue to rely on them as a source of trust for my financial means.

Kendra Hendren Meh

William Hennessey Allan has been a steadfast financial advisor for years, he is patient and extremely knowledgeable about almost all financial vehicles, Allan understands how to create a pension fund and defer or eliminate short and long term capital gains. I have used Sage for Roth IRAs and the children’s college savings funds. Allan is also a very skilled negotiator and can greatly assist with most large business sales or acquisitions and the distributions of assets. Most importantly he can be trusted with your money.

Geeky Tracy is always so helpful and patient. She is always happy to walk me through things step by step and answer all of questions. Plus they have lollipops!

Steve Abbott Tammy helped my wife and I with some financial questions and loan information. Super easy to speak with and very knowledgeable. Highly recommended.

Richard Siemon Honest and forthcoming. They attempt to right for their clients.

Vickie Jackson Sharon Nipper did an excellent job on my taxes this year I will go back to her every year I was very satisfied