Patriot Tax Services LLC - Live Oak (FL)

Bill Morse Very knowledgeable, answers questions well, patient. We know him well. Very trustworthy. It gives us confidence he is guiding us well

Karen Vaccari My life has changed since I walked into CPK Wealth Management office in Fort Myers, Fla. I went in there to see if they could help me manage my retirement, and stock/bonds portfolio. We discussed in great length what I wanted out of my investments. The education I got from Chad Kunc was priceless. He sat with me and explained everything that was possible. I left there knowing I was in good hands. CPK made me feel without a doubt that I made the right decision to let them take care of my investments.

Veronica Lipp I had a great experience. Shayan was very helpful and courteous. He answered all my questions and made me feel at ease about the choices I made

S G I have been using Regus office spaces for over 6 months now, roughly about 5 of them, with my main office in South Florida. Out of all the spaces that I have used I can say the attention at the front desk by far exceeds the rest. You can always argue which space has the best amenities, views etc etc. But what really defines any business is the customer service, and Aly and Sarah define what this is. They make my clients feel welcomed when they walk in the door. I highly recommend!