Private Wealth Management and Consulting - Tallahassee (FL)

Ron Ballard Terri Heckman is the best.

GrimReaperTrader As a seller of a home, we are currently dealing with Cardinal Financial who represents our buyer. They have had three weeks to appraise my home, and have failed to provide us an appraisal amount, and the appraiser they privately hired, failed to do the same, and is refusing to disclose. I am now less than two weeks away from closing, and am unable to pack my belongings or find a new home. I will follow up with a BBB complaint about Cardinal and their unethical practices.

Lara Private didnt cover 60% of a cleaning and xray! run of the mill stuff. before i got this paperwork today i just one one tiny filling. cant wait to see what they dont cover for that. cancelling it tomorrow. ill just pay out of pocket for cleanings and xrays. terrible.

Alex Gonzalez Sharlah has been my tax accountant since 2019 and she’s always over delivered on her services. She’s an absolute wizard with taxes and has been essential for my business. I always have peace of mind when tax season rolls through because of her. Can’t recommend enough!

roy Yater I have been investing with Cheryl Balaban for nearly 10- years and I couldnt be more satisfied. She is patient, professional and friendly. I never feel rushed when in conference with her and she has taught me a lot about investing. Cant praise her enough.