Safeguard Financial Services - Tampa (FL)

Geraldo Bandel Mrs. Willard and her staff, Mr Kyle, Ms Betty, secretarial personnel, are all awesome. Down to earth people, very knowledgeable. They make difficult stuff easy and digestible for you. I am an ER physician from Clewiston hospital, I always prepare my own taxes until this year when I got stuck with complex issues, 1099s, and so forth. They all made it easy for me. There is one thing that puzzles me up, I think they undercharged me somehow. I may need to pass by drop some pizzas on them. A wonderful experience, seriously!

Dennis I have had a Business Line of Credit with Idea Financial for just under a year now. My company was up for annual renewal in a couple of months. One of Idea Financials Client Success Associates, Jorge Soto, reached out to me to inquire about renewing early. I agreed and with his assistance my company was able to receive a huge increase in available credit! Jorge made the process very easy and I would highly recommend Idea Financial!

Joe Mastro I have been conducting business with Mr Gunter for over 25 years Every single time without exception it has been outstanding

Sarah Hoffman I first found Swonger Accounting by driving by a sign and took a chance. John has been a great business partner and advocate for our business. He is extremely dedicated and detail oriented. Im very happy to have found someone that cares about our business.

lonnie ellis My wife and I went in to open a new account with a little scepticism. Thought there was going to be issues. Everything went very smooth, and we even had our debit cards in hand before we left. Awesome bank.

frieda romanchuk N&L Wealth Builders: Nick and his super staff are about the client’s needs first. Since becoming clients about a year ago, we have attended various ‘client functions. Nick does some educational reviews and updates, we socialize with other clients, and we have some fabulous meals. Sometimes we drop by the office for reasons other than an appointment with Nick. We are recognized immediately upon entering the office by the staff. If Nick doesn’t have an appointment at the time, he comes out to say “Hi!” The office location is convenient to where we live AND we have options depending upon JAX interstate conditions! The ‘client events’ are at various locations so we attend the ones that again are most convenient. Nick is well worth listening to.