Patrick W Norris - Financial Advisor, Ameriprise Financial Services, LLC - Vero Beach (FL)

Elizabeth Strange Madison Taylor prepared our return this year. She is very prompt, polite and knowledgeable. She was able to answer our questions. My husband and I really enjoyed speaking with her and wish her the very best. (Starke FL office, not located inside Walmart)

Sean McKane Rueben Perez from Cross country mortgage did a great job for my wife and I through out the loan process and buying my home. He is very talented. He is punctual and very good at returning calls and resolving issues quickly. He makes the process easier. I am very grateful Rueben to you for all your help this last month. I highly recommend him to anyone going thru the process of qualifying for a loan and thru out the financial process. To Cross country mortgage he is a great asset to your company. Sincerely Sean Mckane

Joe Wilson III 100% class and so much great info! An advisor I TRUST!

Julie Bastian could not have been friendlier or more service oriented!!!! My doctor didnt send the right paperwork, everything was moved around so my appointments were reworked so I could have everything done before my second appointment was to even begin. So happy I found these girls!

Mi Minyo This place is a hidden gem! Mind you, initially, I only came for a consultation. Mr. Lundy is very thorough, knowledgeable and patient. In addition, his office staff are very welcoming and resourceful. For many years, I have gone to H&R Block for my taxes. I am relieved to say, moving forward this will be my go to for business as well as individual returns. I would highly recommend this place to any and everyone! You will not be disappointed.