Refined Financial - Lakewood Ranch (FL)

Bonnie Mixon Wow, I’m impressed. Rudy did a fantastic job on my taxes. I needed my taxes like within two hours and I mean to tell you, he got them finished and filed. I was able to take care of some business that I needed to take care of. Awesome job!! I will probably use him from here on out.

Michael Stephany My wife and I came here and were greeted with a very professional and courteous team. They created a detailed and personalized plan for us that gave us peace of mind. They answered all of our questions and took the time to walk us through everything. We are looking forward to working with them and we are excited for the future!

Darryl Randall Stuart Chamberlin was simply amazing to work with! Super well organized and he was very patient with us as we worked through the various products to assist us in retirement. While he is an expert and really knows the ins/outs of all the financial instruments, his special talent is tailoring his approach to each individual client so they get to exactly where they need to be........big thanks to Stuart and will do more biz going forward.

Anna Cassano Experienced and very helpful. Mr. Harrelson takes the time to explain things and helps us to work towards our financial goals. We had been working with another firm/person with no communication at all! We had no idea what a difference one person could make! Like night and day! So refreshing to find someone who truly cares about what we will have to look forward to in our retirement years (and they arrive so much sooner then we think)! Thank you so much!

Laurie Santiago Excellent service and money was available same day

Kevin Docherty Brian A. was able to develop a financial plan, that allowed me to meet all of my goals within 4 years. SRG is 5 Star all the way!

Yadian Menendez Rosales Great knowledge and service!!! 100% Recommend.