Westerfield Accounting - Dade City (FL)

PScriv813 If you are looking for a knowledgeable financial advisor that operates his business with integrity then Chad is definitely the one to seek out. Not only does he act in the best interests of his clients but also offers his time to educate the community through financial seminars on various topics. He has helped us host numerous financial talks for seniors in the Bradenton market. Chad is a family man who will go above and beyond to make sure his clients are treated with respect and most importantly help you meet your financial goals for your retirement.

Clifford Mann Very good at helping the people out

Mack Newell In a time of considerable turmoil in today’s economy and markets, one should look to lean on an advisor with experience, open mindedness and vision of long term personalized financial goals. From our experience, I can whole heartedly and genuinely say you need not to look any further than Monarch Wealth. I personally enjoy our regular email updates to simply keep us informed meanwhile adding a “personal touch” to things. Our investments have gained a return significantly greater than any previous financial institutions we were apart of. If you are truly looking for a sound resource to invest, I highly encourage you to give them a ring.

Eduardo Fernandes Great place and amazing staff.

betty keller The ladies at this branch are absolutely amazing. They are very nice and caring. I will not be going anywhere else if I ever need help again. Very easy to talk to and very caring. Best experience I have ever had. Thanks so much for everything.

Will Whitehurst Mr.Easterling and his team are the best. They are very attentive to the clients needs and help them plan for their future. A great group of people, I recommend them to everyone.

CV2 Thank you for the best financial, efficient and professional service. They provide an excellent customer service with the necessary speed to solve your financial problems.

Sandra Agrait Thank you to Mellisa receptionist that was kind and made me feel at home. The staff there was fast and efficient and my taxes were done fast good prices and they ordered all my documents in an app where it is easy to receive updates and makes it easier for us the public. Again thank you to Mellisa she is the fave of the company when you come in and to me that is extremely important to be comfortable doing business will return.

Brett Waisnor Karen Perkins was fantastic to work with. From the intro call, to walking me through all of the documentation, to keeping everything organized, she was always a phone call away. She even called me while on vacation to answer some of my questions - truly dedicated to her customer. I would highly recommend working with Karen and First Financial!