I cannot recommend the Taylor Agency and our broker, Katie, enough. Two months after buying our…read morefirst house, our insurance company inexplicably terminated service in December. Completely green to the process, I scrambled to find another insurer and was recommended the Taylor Agency to help, and help they did. I had a new policy within a week. Flash forward a few years, and a neighbor's dying 40 foot tree has resulted in 5 or 6 claims over two years. That insurer issued a non-renewal notice in November of 2019, claiming that we'd exceeded the number of claims without ever previously noting this limitation. Even though we had a claims history that made most insurers wary, we had a new policy within a month and avoided a lapse in coverage due to Katie's diligence and dedication. Flash forward to June of 2020, and our bank has told us that we had no insurance from Feb. '19-Nov. '19, and that they had bought a policy on our behalf and would be paying out of our escrow to cover the costs and increasing our mortgage payment to make up the difference. I sent katie the letters one evening within 8 hours received a call from her, saying she'd spoken to the bank and received verbal confirmation they were in the wrong and would be refunding our escrow. TRULY AMAZING!!

Awesome work by Hannah Kalish of Taylor Insurance Agency....we went with agency and found them to…read morebe responsive; competent and offering competitive rates for our home here in Wild Dunes/IOP.

Best accounting firm in the Lowcountry! Brian Powers has handled our personal return and business…read morereturn for the last two years. They are very professional and extremely prompt in their service. We have a complex return and Brian does an excellent job year in and year out.

Been with CPP for about 4 years now, nothing but positive things to say. Helped dramatically clean…read moreup and optimize my various portfolios and supported more complex financial planning asks around venture capital, trust administration, and personal company legal questions. As a former wealth manager, I wanted to get away from the negatively incentivized fee structures that major BD/RIA shops have, so a fee only independent RIA like Capasso is the ideal structure for anybody and they have been flawless in helping me get everything I have needed done. Cannot recommend them enough.

One scheduled meeting in 7 months of being signed up with these folks at $1000/quarter. What did we…read moreget out of it: A bunch of pamphlets and a small spreadsheet with a proposed rebalancing that has lost money in 6 months of having a really hot market. Honestly it's remarkable. Save your money and find another shark.

We love the two smart cookies at Iberia!! Honestly I can't say enough good things. This is a small…read moreoffice , easy to get to, nice & safe parking, plenty of seating room inside with a small very friendly staff. They make you feel comfortable about doing your taxes and will answer questions in a way anyone can understand. You can tell these ladies love their job. It shows

Forget H&R Block or those other huge Tax Preparation companies, Paloma was great, very honest and…read morequick. Oh did I mention the price, I have a family of 4 and 2 homes in 2 different states and Paloma charged me a fraction of what H&R Block charged me last year.

I was so Blessed to work with Nick Fazio regarding my financial planning and options I had for my…read moresons and me both in the short and long term. I have never experienced anyone who took the time the way Nick did to educate, advise, clarify, and support decisions I always wanted to make as a father, but I didn't have enough understanding of what was best for our family. It gets no better than Nick when it comes to caring for others and guiding one to feel empowered about their future. Thank you Nick, for all the time and effort on your part to get things moving in the right direction for our family. You made a lifetime client and friend. God Bless.

Nick was extremely helpful walking me through all the steps needed for the retirement process…read more Thank you for all your help along the way.

Just want to express my gratitude to the amazing team of State Farm under John Acker !…read more Besides of great professionalism and knowledge, they are on top of their game making sure your account is up to date. Great communication with all agents, that make you and treat you like family !! Hands down the Best !!! Jean-Claude Quintin de K.

I have used John Acker and his team for several years now for both my home and auto insurance. I…read morehave been beyond impressed with the service they provide. John has worked with me to find the best possible rates, answered any questions or concerns I've had, and has been 100% responsive and helpful when I had a claim. I literally feel like a State Farm commercial when I tell friends about the amazing service this team has provided. I am so thankful for them and all they do to go above and beyond to help me!

My wife and I recently purchased a property in Apopka Florida. We chose Alcova as our Mortgage Co…read more Alcova's people were excellent and did a great job working with putting together the Mortgage. The company continued to ask for the same information and documents over and over again. I understand that since the crisis Mortgage Companies have to be more vigilant. Alcova is on the verge of paranoia. All of this with a current rating score of over 815-820! I can't imagine what they would ask for from someone starting out or buying their first house. We built a house and paid off two homes on top of the rating. However this is the least of our issues. We didn't even pay the first payment to Alcova when we got a notice that they sold our Mortgage to Shellpoint . Shellpoint can not find our file per the auto telephone operator and you can not speak to a live person! This is the outcome of using Alcova Mortgage Company. This issue continues and Alcova gets one star because it is the least allowed!

Landon Kail and Tiffany Hammond worked extremely hard for me and I cannot express my appreciation…read moreenough! I am a first time home buyer and have been shot down by so many different lenders due to being a single income parent and Landon went the extra mile to help me find state assistance when so many others chose to not put in the effort! Landon and his team were extremely responsive and made my first time home buying process an absolute breeze! If you have any anxiety about the home buying process I highly suggest this team as they explain EVERYTHING in a manner you can understand, not to mention answer any and all questions without hesitation. I cannot rave enough about my positive experience!!! Thank you so much!!!!

I caught Adam on his podcast on the radio, set up a meeting, and have been much more comfortable…read moreand successful with my retirement management ever since. Curran Financial excelled at helping me find my personal comfort zone when it came to exposure and risk tolerance.