Upright Financial Group - Clearwater (FL)

Azeez Ismailov I have big complaint to the Truist Bank. I’m truck driver in company CBA Logistics LLC since year 2020, and until today didn’t got my salary checks late. But, today my company’s representative notified me that my pay check can be delayed for two weeks, because their accounts was frozen by this bank’s crime department without any notice and explanation. This is ridiculous and I’m sure, that only Truist banks fault, because I know company where I’m working very well. I’m highly not recommend to do business with this bank. They blocking accounts without any notice and explaining. Now I’m late in my payments and schedules because of this banks big fault. Unprofessional and ridiculous.

Carol Upshaw They are very courteous and file claims promptly good service with Mrs Connie and her assistant Mrs Iris

Linda Ferguson Really impressed with the level of care and attention UFC has given to my financial needs. I cant say enough good things about everyone I have worked with there.

Linda Adams Ryan Adams is the best. I put my trust in him because I know him personally. I am amazed at what he has done for me. He does know his stuff.

Ellen Jakovich I attended a webinar on annuities with Carlos Dias and ended up scheduling a phone call with Carlos because it seemed he could identify if the annuity Id purchased 2 years ago was a bum deal or not. I suspected it was. After 30 minutes with Carlos, not only did I have a clearer picture of my annuity (it was not wonderful, but it wasnt a scam either), but he also identified a no-penalty exit strategy to gradually draw down the principle starting immediately. I didnt have to wait the 8 years until it matured to convert it into my Roth! Carlos also pointed out that my annuity was based on less-than-ideal indices, and he showed me (explaining everything) which ones I should use instead for more growth. I couldnt be happier! Carlos was prompt with his phone call, easy to talk to, easy to understand, and so incredibly helpful! There was no sales pitch or high-pressure anything -- just a wonderfully helpful call from a true professional.

Michelle Awesome.

Guerra Phillip Great family owned store... Judy Great cashier always a great smile... Mike the manager great person. Always smiles and ready to serve you...

Bertonise Exaré I had an amazing experience with Simon! He was professional, knowledgeable, and made the entire tax filing process stress-free. He took the time to answer all my questions, ensured I got the best possible return, and handled everything efficiently. Their attention to detail and expertise truly set them apart. I highly recommend their services to anyone looking for a reliable and trustworthy tax preparer!