Sandhill Wealth Management - Winter Park (FL)

Scott Campbell, II Very helpful and professional. Would recommend for Personal tax filing as well as corperate returns. They have been in business many years and offer a valuable in depth knowledge to the tax filing process.

Stacy Burke The one at this location works fine, however I have lost $40 with your machine elsewhere. When it gets jammed.

Contessa Absolutely the best wealth management group we’ve had the pleasure of working with. Charisse Rivers had taken our investments to higher levels and we can’t say enough. She with her team of professionals understands the customer, their concerns and end goals. We couldn’t be happier.

Debra Merkin After receiving a notice of suspicious activity with my account, the associate at my local branch was very knowledgeable and understanding of the problem and went above to ease my anxiety and assist in a solution to the problem.

Stephen Kirk Choosing Life Planning Partners was the single best decision I ever made. For less than half of what most strictly "financial advisors" charge, LPP does this in addition to long term healthcare planning, tax planning, cash flow planning/analysis, insurance reviews, assistance with estate planning, etc; LPP is essentially a "full service" lifelong planning resource with full knowledge of aforementioned services. They have fully and completely researched investments depending on your risk tolerance level and have provided me instant answers to my frequent inquiries. LPP has earned my trust and allowed me to "take the worry away and enjoy life". They are more than a bargain for the myriad of services provided!

Juliana Lockridge Twice now my security has been breached and Ive been charged money... This time its a check, with an old address mind you tho I DIDNT GET ANY CHECKS.. yet so very thankful for Mrs. Milian helping me figure it out, stay calm. She was very attentive, communication A1, resolving it was almost effortless and I am glad this bank helps the "people" it serves