Find the Best 18 Finance services in Orlando, FL (Part 2)

Penny Phipps Bonefish was a great location and the staff very pleasant. They were a great partner for Strong Point Financial. The presentation was focused and unhurried. You were able to digest most that was said as numbers is not my thing. For a serious subject matter, Cory kept you attentive with his examples and the way he presented it. He made it clear he was not selling anything, and you did not get that feeling, only that you were being educated. So many things are left on the table when you are initially being set up for retirement and you are just told the basic.

Paola Ocasio Giving the 5 stars to Wendy from collections, was having issues for months and was the first person to actually explain and resolve my issue in not understanding. Very pleased with her customer service. Very attentive, patient, understanding , helpful and explained very clearly. Appreciate her.

Robert Brown We recently supported one of Bryce’s clients with a document signing and were impressed by his professionalism and clear communication. Always a pleasure partnering with those who value client care. We look forward to working together again!

John Robillard Very good wine, great food. Lots of people who are the same as us.

Luset M Jacques has been my tax preparer for the past 3 years and he never disappoints me! So professional, timely, and extremely knowledgeable. One year, I was having some issues and needed to get in contact with the irs and he got me through within minutes! I got my refund back within a week this year!! He is a gem! If you’re looking for a honestly Tax professional that will ensure you get the most money back the right way, Jacques is definitely your guy!!! Thank you Dyna Financial!

Sebastian I had an amazing experience working with Kelly and Nikole! They were professional, knowledgeable, and made the entire tax process seamless and stress-free. They took the time to answer all my questions, ensured I got the best possible refund, and provided excellent customer service from start to finish. I highly recommend kp financial firm to anyone looking for reliable and trustworthy tax help!

Mr Jeff best accounting services

Kelvin Blue Top notch service, extremely knowledgeable, great customer service. From the moment I walked in and throughout. I strongly recommend to anyone in need of financial services.

Tom Vihn has been our trusted advisor for decades. To say Vihn is a wonderful advisor doesnt do justice. Vihn is a partner helping us achieve our financial goals. He spends time to explain everything to us and does not pressure us into a particular decision. I am now retiring. My wife and I are 100% debt free. Vihn has helped us ensure we will be able to do all that we wanted in retirement and will never have to worry about money. It is really good to know that after a lifetime of work we can enjoy life now with little worries at all.

Eduardo Fernandes Great place and amazing staff.

John Faloni I’ve known Ben for a while now, and he’s always brought a sense of confidence and clarity to my financial plan. The entire team has been professional, responsive, and invested in helping me reach my goals. Working with them has been a great experience so far, and I truly feel my future is in good hands.

Shavon Holland Great and helful

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.

Delaney Mathews I had a great experience working with the Oxford Advisory Group in Orlando. Their team took the time to explain everything clearly and helped me build a strategy that actually made sense for my goals. They were professional, transparent, and never tried to push anything I wasn’t comfortable with. Highly recommend if you’re looking for financial guidance you can trust.

Linda Jones Very helpful/informative web site. I was immediately advised I would be in touch with an Advisor within 24 hours. My Annuity Specialist contacted me and provided a wealth of information on the various types of annuities. He asked about my needs and goals and provided several options that would work well for me. He was very friendly and sincerely wanted to provide the best option for me.

Jesus Perez As professional with a background in tech, I value clarity, strategy, and results—and that’s exactly what I found working with AllGen Financial Advisors over the past 5 years, especially Karen! She took the time to understand where I was starting from and met me there with compassion, bringing a level of professionalism and expertise that helped me eliminate 100% of my student loan debt in under 12 months so I could pursue my dream of moving across the country—a milestone I still pinch myself about! AllGens approach is both personal and data-driven -- and their fiduciary responsibility means you can trust their advice is always tailored to your unique situation and designed for optimal returns. Whether youre just starting to get a hold of your finances or a seasoned investor, please consider the team at AllGen - theyll have your back and accelerate your journey to financial freedom.

steven cohen Outstanding Experience – Highly Recommend! We had an amazing experience working with Josh to sell our home! From the very beginning, he was professional, knowledgeable, and incredibly responsive. Josh guided us through every step of the process, offering expert advice on pricing, staging, and negotiations. Thanks to his dedication and strategic marketing, our home sold quickly and for a great price! What truly set Josh apart was his personal touch and commitment to making the process as smooth as possible. He went above and beyond to ensure everything was handled efficiently, and we always felt like a priority. If you’re looking for a real estate professional who is not only skilled but also genuinely cares, we highly recommend Josh and his team. We couldn’t have asked for a better experience!