Truist - Bradenton (FL)

Erin Eilers Amanda at Novel Bookkeepers is fantastic—smart, dependable, and incredibly accurate. Shes easy to work with and brings clarity and organization to every aspect of bookkeeping. If you’re looking for someone you can trust with your financials, Amanda is the one. Highly recommended!

Marleen Whittington Tessa is very professional with a personal touch. She takes the time to explain anything you dont understand and answers your questions and concerns. As a senior citizen I appreciate her patience and caring attitude.

Chelsea Saddler Knowledgable and efficient. Best choice I ever made.

Michael Fernandez Dont look any where eles the Holland Group is the BEST!!! The owner her self took the time to call me and set me and wife up with the best person to handle our goals. Roy contacted me and was very professional and freindly and transparent. He know what he is doing and took a lot of his time to listen to my needs and wants and really understood how he could help us reach our goals. He knows his stuff and put together a great portfolio that with Gods will... we will surpass our goals. Everyone at the Holland Goup and Especially Roy made us feel comfortable and confident in trusting them. Super nice, super professional and super compassionate. I feel like a made a friend not just parterned with a financail adviser. JUST TO BE CLEAR!!! I did try to contact a different company before coming to the Holland Group, so I was a little scepitical. I made the mistake of contacted another company fist and after meeting with a representative of that conmpany in person... I was going to move forward but had some questions. So, we set up a second meeting, the Guy from this company called to cancel the day of the meeting. So, we recheduled a zoom meeting, on the day of the zoom meeting.... I still didnt recieve the link so I called and he appologized and rescheduled the zoom but missed that one too. So, I called him and left a message and said that... I did not want to do business him and calle the Holland Group. The Holland Group is the best decision for your financial future. We are at the begining of our journey with the holland group and will leave a follow up review in a year from now.

Stephen Woodyard Trent is great! I have always been a DIY investor and Trents insight contributed to my confidence in my retirement plan. He is well versed in technology to analyze and recommend on your holistic retirement plan. I had a bad experience with AUM accounts in the past but,....I converted to Moran to manage my retirement investments going forward. He really cares!!!

Debra Earle The office is very well appointed and Lilly and Michael are wonderful! My parents have been with Edward Jones for over 20 years and have been supremely cared for by these great people. With the financial markets so volatile lately it warms my heart to know that Mom & Dad are in excellent hands. Sadly we lost Dad earlier this year and Mom is in hospice now but this whole experience with EJ has been so easy, I highly recommend this office for your investment needs. Thank you for over 2 decades of care and diligence, our family is where we are because of you ❤

M D Beautiful office and great staff. Everyone so friendly and genuinely care. When it comes to finances, things can get little confusing. Chris has helped us and many of our friends to get to the right financial path. Thank you.

Ronnie Cox Awesome company. They helped me when no one else would. Love yall