Raymond James Financial Services - Ocala (FL)

Gaston Baranda Very helpful folks there !

Singingal Love all the Services and Resources that are available to us. Staff is friendly and events and classes are well planned. Thank you

Md Suhag I had the pleasure of working with Key West Tax ReliefSupport recently, when I needed help getting out of my crushing tax debt. Not only were they extremely meticulous, methodical, and professional -- essentially leading me through the entire process representing me to adjust any mistakes I had made -- my representative with Key West Tax Relief was proactive in suggesting creative approaches that significantly reduced my overall tax burden. With their year-round attention to detail and comprehensive support system, while fulfilling all IRS requirements specifically pertaining to tax debt relief and problem resolution strategies; I now have a developed an approach that allows me to manage my obligations more effectively overall. Great customer service too! As for the end result; I feel completely relieved knowing that the professionals at Key West Tax Relief now manage my taxes directly and offer IRS compliant tax strategies to well positionmy future financial statestics Today I have in writing from the department 6 $0 tax returns moving forward. Wow! Great feeling indeed !!

barb grob Curry Blackwell has been my CPA for many years & has always done an excellent job! Hes quick to respond, honest, knowledgeable & brilliant. Hes actually, saved me thousands of dollars, by knowing the law & stopping me from making costly mistakes! And, he doesnt nickle & dime his clients! I whole-heartedly recommend choosing him for excellent, efficient accounting & financial planning services! Thanks, Curry. Youre The Best!

Thomas Varga Outstanding Financial Advisor - Highly Recommend! Ive been a client of Clinton Wilson from Raymond James for several years, and I cant recommend him enough! In that time it has been clear that he genuinely cares about his clients’ financial well-being. Mr. Wilson took the time to understand my unique financial situation and goals, then provided personalized advice that was easy to understand, and which helped me create a solid financial. At every step of the process he clearly explained all the fees involved and made sure I was comfortable with every decision we made. Communication is another highlight of my experience. His office was always quick to respond to my questions and provided regular updates on my portfolio. His expertise and insight are invaluable. If you’re looking for a knowledgeable, trustworthy, and approachable financial advisor, I really recommend reaching out to him at RJ. You won’t be disappointed!

Eder Charry It is a company that is always at the forefront, serious and responsible with its clients and related parties.

Teri Coutu Heritage offers quality services in a friendly manner. I highly recommend their specialized financial and fiduciary services!