Waverly Advisors, LLC - Pensacola (FL)

Sarah Prince Jennifer and Tommy are very knowledgeable, efficient, respectful, helpful, and personable. I appreciate that they are straightforward and clear with loan details. I am impressed with their quick and accurate execution of work and their elevated troubleshooting skillset. I love their conquer-the-day attitude and energy which creates a positive and comfortable vibe in their office setting. Thanks for your help Jennifer and Tommy!

Clearwater Beach Fitness Excellent accountant

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!

Luke Loewen I went to an event Dan Wendol hosted in 2016 and was very pleased with the content and Dan. The fact that it he held it at a local brewery was fun too! Weve been in touch many years since and Im very happy to be working with and knowing him. I would recommend Dolphin Financial to anyone.

C S Very positive

Bonnie Stempel Now retired, we used their tax services for our business for over 30 years. Always a pleasure! Honest, efficient, fast, respectful, & friendly. Like visiting family every year!

Delaney Mathews The Tampa office of Oxford Advisory Group exceeded my expectations. I appreciated how attentive and knowledgeable their advisors were—especially when it came to navigating market changes and securing my future. They made a complex process feel simple and gave me peace of mind. Great team and solid service!

Mark Alphonso Iva and Blue Ocean Capital are not only a credible investment group, but they provide sound housing for many in DFW!