Winter Park Capitol Co - Winter Park (FL)

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!

Pete Petrosky Everyone extremely polite and professional

Catalina Guevara Got 2 cars from them a month apart. Best dealer experiance so far. Everyone is willing to help and do everything they can to get you the best deal. Owner Miguel always with a smile and frendly manner. Maria Fernanda the sweetes person ever. Felipe is the best at getting amazing deals. The whole team is amazing. Thank you for both the cars team.

Matthew Indy I wanted to take a moment and thank both Tim, his staff, and family for all of the work they have done for us over the years. Tim himself is incredibly knowledgeable when it comes to wealth management strategies and I have appreciated his continued commitment to receiving additional certifications to be a cut above the regular financial adviser. Tim is very good about answering questions I have, keeping me apprised of market updates, and holding hands through market corrections. His staff, particularly Carol, has always been good about communicating with us when updates need to happen. When I drag my feet to reply, shes good about help keeping me reminded of things so that everything works smoothly. And I mention the family because not only am I privileged to know both Tim and his wife Tiffany personally from back in college (dont ask me to admit how long ago that was), I know of all the hard work she too puts in to her clients happiness -- like that delicious lasagna brought into the office and also how she too had/has her series 6/7 licensing and worked with the firm. Long story short, if you are looking for a place to have your money managed, this is the place to do it.

Christopher Blount It was refreshing to go in and be happily served after my experience with some other local banks. Their branch was open on Saturday morning, everyone tended to every one of my needs, were extremely polite and helpful. I will be back! Thanks to Eric L and the young lady at the counter who helped me on Sat. 12.28. I forgot her name.

Jared Jones I’ve known Ron for many years, and he’s always been patient, kind, and honest in everything he does. When it came to helping me with my future financial plan, Ron’s expertise and genuine care made all the difference. If you’re looking for the best financial advisor in the area—someone you can trust wholeheartedly—look no further than Ron. He truly goes above and beyond to ensure his clients are set up for success.

Rhonda Mendoza Quick and easy process. Katrina was a blessing to work with. Everyone is knowledgeable and professional here.

Veda Crosland Judy in Green Cove Springs was absolutely amazing. She got us on track and her diligence was top notch.