TAGER Financial Services, LLC - Lakeland (FL)

CASEY H. Coming up on retirement can be a stressful planning event for a couple. Tyler has been steering us through it with masterful precision. He skillfully reassured my wife that all will be well while also helping me get all our affairs in order. Rest assured, Tyler can and will give you the same sound advice, whether you are a young couple just starting out or a seasoned pair wanting to begin enjoying retired life.

John Wilson For a pawn shop, these folks are top notch. Very friendly and helpful. Theyve been in the business for many years, locally owned & operated and will bend over backwards, so to speak lol, to get you the cash amount youre seeking. The store itself has a good selection of products for sale and they have an inhouse jeweler who can install a new watch battery or even repair broken bracelets, necklaces, etc. Ive used them for numerous things including jewelry repair, watch batteries and short term loans. I highly recommend them.

Jill Voss Over the years, I’ve worked with different advisors. My experience with Big Financial has, by far, been the best experience. Glenn is on top of the market, and is always looking for new financial instruments that deliver better results. Lauren, his Client Services specialist is responsive and very knowledgeable, and always gets the job done. I’m very happy I found Big Financial.

Baron Loud Worst financial group ever. They spent 8 months leading me along telling me my distribution was coming. Every month it was another month. When the windows finally opened it took them almost 3 months to deliver my distribution check. No direct deposit cash check only. When I called to see where my $100,000+ was they were very hostile and provided no information. If I could give it a lower rating I would. Absolutely the worst people on the face of the planet that only care about their bottom line and what they can benefit from MY money. 1000% never use principal financial!

Lauren Buchman Derek and his team are awesome! We had questions several times when looking into his services and he looked at what was best to fit our needs and explained everything so well. He is very knowledgeable in what he does. He has a great support team! Thank you Matt for confirming meetings and making sure we had the zoom links. We definitely recommend Derek!

James Lapointe Matt has been a great resource both for myself and for my business. From helping us set up a sensible retirement plan for the business to personal financial advice, Matt is extremely knowledgeable and patient. We got great advice from him and highly recommend me to others!

nic evers Great ice cream

Woodrow Grady Awesome insightful responsive

Raborey Bennett Everyone there is professional and know what they are doing.

Zee Keepitcute The thing I like most about Woman to Woman Financial is the client centered service. Dr. Murdaugh is knowledgeable, professional and very relatable. I would give 10 stars if I could.