Stuart Financial Insurance and Investments - Stuart (FL)

Bill Martin Sounded like he new what he was talking about. Transferring my accounts to him.

Ella Steickland Excellent to work with. Thank you Vicki Ratliff.

Alicia Gutierrez I would like to recommend Mr. Bernett and his assistant Shelly for a superb job and providing great customer service.

Penny Phipps Bonefish was a great location and the staff very pleasant. They were a great partner for Strong Point Financial. The presentation was focused and unhurried. You were able to digest most that was said as numbers is not my thing. For a serious subject matter, Cory kept you attentive with his examples and the way he presented it. He made it clear he was not selling anything, and you did not get that feeling, only that you were being educated. So many things are left on the table when you are initially being set up for retirement and you are just told the basic.

Clarencia Hall I am so over the top happy to have found Fast Tax last year! Last year and this year Sarah is the absolute best! Very professional, timely, and most important informative! She has extensive knowledge of tax law and IRS. I trust her to make sure I am getting the best most accurate tax return! She has great experience with how to file small business! Friendly and such a joy! I look forward to working with Fast Tax for years to come!

Kaitlynn Peterson I usually never give 5 stars to any establishment and it’s even crazier that this is a recovery establishment. My vehicle was sadly repossessed due to hard times. The guy that runs this establishment in Tallahassee was so helpful to us and was sincerely trying to help us get our vehicle back. He’d call me with updates and everything to let us know what was going on. Very nice guy and so helpful! If you go through what we did, be nice to these folks. They’ll really go the extra mile to help you out if you need it. The main office in Tampa is a little shady but the guy that runs the Tallahassee location is very nice.

William Hennessey Allan has been a steadfast financial advisor for years, he is patient and extremely knowledgeable about almost all financial vehicles, Allan understands how to create a pension fund and defer or eliminate short and long term capital gains. I have used Sage for Roth IRAs and the children’s college savings funds. Allan is also a very skilled negotiator and can greatly assist with most large business sales or acquisitions and the distributions of assets. Most importantly he can be trusted with your money.

sheila moran At the Winter Park office, the Financial Advisers actually LISTEN to me - my concerns and goals are addressed quickly and in ways that I can understand.