Tax One Multi Services - Fort Pierce (FL)

Shauna Allen The staff were friendly and genuinely caring, which was especially appreciated during a sensitive time when I was handling my late fathers accounts. They were kind and attentive, making a difficult process more manageable. However, one area for improvement would be attention to detail. Although the death certificate was scanned in during my visit, it was later rejected by Bank of Americas estate department due to improper scanning that cut off important information. This oversight unfortunately added weeks of delay to an already challenging process.

Manuel Casido Very helpful, honest and informative. Would definitely recommend.

Pamela My financial meeting with Amy Micik exceeded my expectations! She was professional in that she asked me questions and listened to my responses. She took that information and made professional recommendations. It wasnt a cookie-cutter plan or response. She explained each recommendation and used language I could understand and relate to. She made me an actionable plan with a time frame that I felt extremely comfortable with and confident I could achieve them. If I had any uncertainty or questions, she was patient and explained everything in terms I could understand. I didnt feel rushed or pressured to commit, but left more self-assured and confident in my future! I highly recommend her for your financial needs.

Johnny Martinez Words cant express how grateful we are to Jackie and her team for making our dream a reality. From our very first conversation I knew that she was the one who we wanted to work with. The drive, motivation and passion was obvious from the very beginning. Though our process had some challenges, Jackie was there to navigate us through them, she not only addressed any issues but she presented solutions and resources. She patiently and professionally answered any questions and concerns thoroughly, making sure that we were understanding the process. I would highly recommend and insist anyone looking to purchase a home or property to reach out to her. Shes in the business of making dreams come true If I could I would give 10 stars! Thanks Jackie and team for making our dream a reality. God Bless

William Reyes I had a great experience working with Mr. Greg Godin and his group during the purchase of my home. They were very professional, knowledgeable, and made the entire loan process smooth and stress-free. What I appreciated most was how timely and efficient he was—every step was handled quickly, and I never had to worry about delays.