Wells Fargo Advisors - Key West (FL)

barb grob Curry Blackwell has been my CPA for many years & has always done an excellent job! Hes quick to respond, honest, knowledgeable & brilliant. Hes actually, saved me thousands of dollars, by knowing the law & stopping me from making costly mistakes! And, he doesnt nickle & dime his clients! I whole-heartedly recommend choosing him for excellent, efficient accounting & financial planning services! Thanks, Curry. Youre The Best!

Tee Great and friendly service. Made me feel welcome and comfortable. Alot to look at plus has a smoke shop in the back.

Jocelyn Mathis They are a great sister credit union,...they make me feel like I am at my home credit union with a smile,,...thank you PCU!

Paul Morrison If you are looking for a holistic financial advisor that understands tax planning along with the retirement risk called IRMAA, Keith and his team are experts. Heritage Financial can prevent you from losing 60%-100% of your Social Security Net Benefit in retirement along with not having to pay $500,000 plus in Medicare Costs in retirement. Excellent Firm!

Drew Spear My father and I became customers of Wells Fargo investor Joshua Trahan back in 2004 when it was called A.G. Edwards. Josh had just gotten in the game but was very knowledgeable and helpful. From 2004 to 2008, as the recession started, he grew our portfolios exponentially. Through no fault of joshs we had to withdraw everything in order to pay off the mortgage on our house because my dad lost his job. With some advice from josh we were able to stay above water until the market rebounded. Thank you Josh. Drew & David Spear

Angela Scott IFS has been filing our taxes for 3 years now. They are amazing! Quick to respond and answer any questions we have had. So friendly and professional! Thank you for doing such an amazing job!

Nick Schery Lisa is fantastic, very helpful, knowledgeable, and reasonable (pricing and otherwise). I cannot say enough good things about her or how she conducts business. I wouldn’t hesistate to refer her to my family or friends.