Universe Financial Corp - Miami (FL)

Brandi Creech Very welcoming, very nice, didn’t get aggravated wasn’t acting like he Didn’t want to be there. He wasn’t in a rush, but he got it done pretty quickly. I will definitely be back next year.

isabelle mertin Ogden Wealth has been a life-saver for me. Michelle Ogden always makes sure that I know exactly what is happening with my money and answers any questions that I may have, no problem. Everything is easily accessible with the platform that they use. All the employees are so lovely and they have all taken really great care of me and my money goals since I’ve been a client of theirs. I would recommend them to anyone who is looking for a trustworthy financial company.

Thomas A (Jahmakean) NEW Location !! Ok, let me start by saying that Mary Beth and her staff are all superstars. They will take the time and patience to resolve any issues that you may have with your taxes. I have been a client for over 12 years and would not trust anyone else to handle my taxes. On many occasions they would ask for additional information or documents that I would not have thought about, their thoroughness to make sure all essential documents are submitted is beyond any other person that I entrusted with my taxes. I have not lived in Key West for about 10 years but consistently and easily submit and sign all documents with ease. Thank you guys.

Charles Johnson Connor Johnson at the Naples Stifel branch is always so helpful and does a great job! I highly recommend him, if you are looking for a financial advisor!

Brianna Panza Cynthia was great! Very helpful, efficient and quick to respond! 10/10 recommend Cynthia for all your tax needs. I will definitely be using her again in the future

Michael OBrien Really awesome people who are great at being personable and professional. Mark and Katy especially make sure you leave with a smile. Genuinely nice folks