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

Gail Matson Very polite and helpful.

Harriet Oliff Jennifer is always so welcoming, knowledgeable and helpful. She answered all our questions so we could make informed decisions.

Sam Nunnally These guys are fantastic. I work directly with Philip but I also know Marc and Elliott as well. They have all been involved in our retirement planning. As someone in the financial world, here’s what I like about this group: they are extremely flexible with the goals you set, have a wide range of products to maximize returns, and they do significant research on an offered product before they send it to their client base. A perfect balance of easy-going and razor sharp.

Johnathan Grandage Highly recommend Cassedy & Company. Richard met with us several times and thoroughly explained options. Very professional and courteous. He helped us set-up life insurance, an investment account, and navigate an IRA rollover. Along the way and since, Richard always provides excellent customer service and is easy to work with.

Cosmic Honey Absolutely amazing service. The website was so easy and accessible. The people are extremely helpful with any questions or concerns I had. I’m pleased with the outcome of all my interactions. Definitely recommend to any and everyone.

Brian Kendall John and everyone at SWG are fully committed to helping you reach your financial goals. We have worked with other financial advising firms in the past, but choosing to utilize the knowledge and expertise of Strategic Wealth Group was an easy decision and one my family and I are benefiting from. I would highly recommend Strategic Wealth Group for assistance in wealth management and view them as an elite firm in the industry.

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

Paige We had an outstanding experience working with Avant Huston for our financial planning needs. From the very first consultation their team demonstrated the expertise, professionalism, and a genuine commitment to helping us achieve our financial goals. Highly recommend!

Bill Morse Very knowledgeable, answers questions well, patient. We know him well. Very trustworthy. It gives us confidence he is guiding us well

Joe V Delphine truly comes from humble beginnings, I know because we were right next to her with our business when she moved into the town of Monticello. I came to her with problems with my prior tax guy. The IRS was penalizing me over $12,000 for his mistakes. It took some time but she was able to exonerate me. Not only that but Ive never received refunds like she was able to get me. Shes very intelligent and treats every client one on one. She does both our business and personal taxes. If it wasnt for her Id be in a different place (and not a good one). I want to thank her publicly for all shes done. Thanks Delphine, your one of a kind.

Pastor Brad Wickersheim A great team that is interested in and able to help you with your taxes. We connected late in the tax season; our "tax guy," was not able to help us because of a shift from where we had been to being global workers with the uniqueness that brings with it. Trinity Global Financial took us on and helped us through being late. We would not hesitate to recommend them to anyone.

cherryl Bacot Angela was so helpful and efficient. Loved doing business with her!

Barry Browning Terri has been managing my portfolio for over 5 years now. She is fantastic at her job.. I would highly recommend her to anyone looking for a financial planner.

BenGraybar Their holistic planning shows my financial picture in a way I had not seen. It enabled me to make better financial decisions.

C S Very positive

Gabriel Mercer Bryson Bard was the first conversation starter I ever met who helped me start thinking seriously about financial planning. Ill never forget grabbing coffee in a starbucks parking lot at 7am (before his first meeting of the day), just to get to know me. Really appreciate the approach and looking forward to how our relationship will grow +30 year from now.

Holdon Neal Outstanding experience with Canopy Roads Advisors! Their service’s have exceeded all my expectations, showcasing impressive punctuality and professionalism. The team is attentive and knowledgeable, making the entire process seamless. Highly recommend!