Weiss CPA Services, LLC - Tavares (FL)

Teri Coutu Heritage offers quality services in a friendly manner. I highly recommend their specialized financial and fiduciary services!

Robert Caslen I’ve been with First Command almost 50 years and had numerous advisors - all very professional and competent. But they saved the best for last. Lilian Mesquita is outstanding. Knowledgeable, friendly, and an advisor with great character, she not only speaks these complex issues in a simplistic understandable way, but she is not pushy or boastful. She is a great professional and I’m fortunate after all these years to have the best of the best.

Dawn KristeSis Yet another bad experience Ive now had two terrible experiences with this company. Ten days and 4 phone calls call center misinforms client I would assume in a scheme to hang onto your money as long as humanly possible. I feel grossly undeserved and I cant wait to be rid of this cause many I have contacted the attorney General and will now contact the better business bureau. Pull your money now they will take months to pay out. Run far and fast

Keith Campbell My experience with Priority one was great everything that my wife and I did on the phone and online was very easy to navigate and understand. As well having Rob to answer my calls when I have questions was very helpful and he was very knowledgeable. My total experience was Priority one and anna’s Marine center re-powering my boat was great !!.

J Salim Had multiple conversations with Will and never felt rushed or pressured in any way. They truly are interested in education and establishing long term relationships. I moved my assets over to Victrix and could not be happier. Seamless transition and excellent communication.

Anthony Rowe This branch is by far my favorite. If you have an issue they will do everything they can to solve it. Lilliana and Diego have exceptional customer service. If you dont have an account with Citi then you are wasting your time and need to get one. This bank actually cares about the people

Nancy Lightbody Ive been with Blue Wave Wealth Management for a long while, and I can confidently say that choosing them for my financial planning was one of the best decisions I’ve ever made. Thanks to their expert guidance, I’m now enjoying a comfortable and stress-free retirement. Joe Salahshour has been my trusted advisor . His experience, attention to detail, and genuine care for his clients truly set him apart. He doesn’t just manage money—he builds lasting relationships. Joe has always treated me like family, and he’s done incredibly well by both me and my loved ones. I have full confidence in his advice and his approach to wealth management. If youre looking for someone who will always put your best interests first, I highly recommend Blue Wave Wealth Management and Joe Salahshour.

M M Not very available, and will not make time to advise you if you don’t have enough money for him to play with. Passed me off to a scammy online services account because I didn’t have a large enough income for him to care about me or my finances