Patriot Tax Services LLC - Live Oak (FL)

Jeanne dEauede I got excellent service and was in and out of the bank in no time. I got a new card change my address and email I was extremely happy.

Kaitlynn Peterson I usually never give 5 stars to any establishment and it’s even crazier that this is a recovery establishment. My vehicle was sadly repossessed due to hard times. The guy that runs this establishment in Tallahassee was so helpful to us and was sincerely trying to help us get our vehicle back. He’d call me with updates and everything to let us know what was going on. Very nice guy and so helpful! If you go through what we did, be nice to these folks. They’ll really go the extra mile to help you out if you need it. The main office in Tampa is a little shady but the guy that runs the Tallahassee location is very nice.

Nick Conte Elise Roberts is extremely helpful with your retirement planning goals. She knows her stuff, listens to you and provides options that meet your goals - she also has energy, morals, values, ethics and integrity. She does what she says she’s going to do. She and her team provide superb follow up so there’s no surprises and as mentioned, they deliver what they say they will do! I’m very impressed with her and her team… She has professionalism that is bar none and a pleasure to see here in South Florida. Nick Conte

Dan Starostecki I’ve known Sam and the Integrity Wealth Management team for years, and I can honestly say they live up to their name in every way. Honest, professional, thoughtful, and truly caring, they go beyond the transactional to build real, lasting relationships with their clients. It’s no surprise that so many have stayed with Sam through the years, he’s the kind of advisor who earns your trust and keeps it. This is a top-tier, stand-up operation, and Sam is one of the absolute best in the business. If you’re looking for financial guidance with heart, integrity, and serious expertise this is your team.