Primerica Financial Services - Sebring (FL)

Darrell Reneau We’ve been working with Tabitha for over a year now as the bookkeeper for our nonprofit organization Citrus High School Boosters. She helped us not only set up and maintain our bookkeeping, but also guided us through establishing our bylaws and becoming fully incorporated as a nonprofit. Tabitha is highly professional, extremely reliable, and very knowledgeable about nonprofit compliance and financial management. Anytime we had a question or needed help, she responded quickly and clearly. Its been a huge relief to have someone so capable and trustworthy supporting our mission from the very beginning. I’d highly recommend her services to any nonprofit or small business needing help with bookkeeping, incorporation, or organizational setup. Working with her has been one of the best decisions we’ve made!

Milli Chambers Ryan and Carol always go the extra mile for their clients:)

Erin Burns Chris was kind, helpful, knowledgeable, and supportive throughout the process. Chris provided a clear picture and understanding of our retirement plan which helped us feel prepared for our future. We highly recommend his services.

Tracy Berry I have been a client with David for 25 years. He is extremely professional and knowledgeable. He can explain things at a level that makes me feel comfortable. He is a good person with a sense of humor that makes you feel at ease. Without a doubt, he always has his clients’ best interest at heart.

Nicole Gant The Cooney financial staff is amazing!! We were new clients last year and back again this year. They are welcoming, diligent and have wonderful attention to detail!! I highly recommend Cooney financial and we will be back again next year!!

Jim McClure I would like to commend the entire staff at the Fort Pierce branch for their unmatched professionalism. They always go above and beyond. Amazing attitude every time I go in. I have suggested FCB to several friends and everyone of them have been very impressed. Thanks to the entire crew at FCB Fort Pierce.

Brandi Romero Great advice from Steven!!!