Southshore Financial Planning - Tampa (FL)

Asianna Hotchkiss This was my first time at an H&R Block to get my taxes done. My boyfriend and I saw Terry Greene. She did an amazing job explaining things; the whole process of how the taxes were. We had to go back since I was missing paperwork and she had a lot of patience but was very knowledgable. Anyone needing their taxes done go and see her! (:

S C I switched to CWA in October of 2022 after having my investments handled by another large investment firm. I have found CWA to be an excellent fiduciary. Like most firms, they have different portfolios that you can choose from that matches your investment tolerance for risk. I have been very impressed with my financial advisor and the investment team.

Amarilys Victoria I would like to acknowledge the exceptional service I received from First Florida Financial. I am very thankful for Brandon Sheasleys knowledge in the field and his professional and responsive assistance during the entire mortgage process. He made himself available to me at any time of the day - even calling me within minutes after I sent him a text message as he took into account my variable work schedule. Brandon consistently went above and beyond to ensure all my needs were met and everything was handled thoroughly and efficiently. I will continue to recommend Brandon in the future.

Kim Taylor I opened an account here recently and needed some help with a check hold. Jasmine was extremely helpful and professional with her assistance. Thank you Jasmine and your staff :)

Jill Vozza Great team at Amelia Coastal Realty. The total experience and support was amazing. Highly recommend. Thank you Tara, Sal & Cynthia!