Truist - Inverness (FL)

Steven Del Nunzio Only wish I was able to give more than 5 stars. Karly Guiliano has been nothing short of amazing. Helpful, patient, intelligent, easy going, can go on and on. Michael Nieves was equally amazing at the banking center. He helped me through paperwork a local bank was requesting and actually waited for me after hours to process the deposit.....on a Friday afternoon no less. Over all experience top notch. Could not have expected more. Highly recommend both of these wonderful young people.

Marissa Zechinato I had a wonderful time coming to Infinity Tax and Financial Planning. Kathleen is so kind and genuine and offered me all the assistance I needed. I had fun getting into an unexpected conversation about music with the team while my rather complicated (freelance musician) tax return was being handled. They charged me a very reasonable amount. I will definitely be coming back here.

Scott Bender Warren and his staff are very professional in the way they conduct their affairs. He takes the time to LISTEN to what his clients have to say, and he understands what they are trying to achieve. He does not make rushed recommendations, and his "game plan" is tailored to each individual. He cares about his clients and does his best to meet his clients expectations.

Los- angles border custom hire is free Bradon Mandy is awesome!! Both ladies go out of their way to provide excellent customer service though. Highly recommend this store!

Alora Haynes I, like many approaching retirement, had not done much in the way of financial planning until a few years prior to my drop time with my employer. Roman Janos was referred to me by my trusted legal advisor, and my husband and I have been extremely comfortable with our choice of Roman as our financial adviser/ planner from our first meeting. He is thorough, gives much of his time, when he can tell that you need clarity on an item, and can be trusted to keep your best interest in mind, when it comes to investing your money. We never feel pressured or anxious about his advice. His explanations make sense and leave us with confidence in how our finances are being managed. Very glad that he was recommended to us. Our financial future is in good hands.