I have been working with my CPA for years and nothing but an excellent experience. The staff are…read moreall professional, knowledgeable throughout the entire process. They take the time to explain everything clearly , and answering my questions , making my experience less stressful. Rachel Santana takes the time and willingness, making sure everything is handled properly and in an efficient manner. Her quick response is impeccable. I would definitely recommend their services to anyone looking for a trustworthy and professional CPA.

We have so much faith in the professionals, and especially the leadership of this fantastic…read morecompany.... Hamilton & Associates. They are EXPERT in all things TAX. (Big shout-out for Rachel Santana, CPA, and Grace C. Lewis, CPA!) Hamilton & Associates are worth every penny. Their tax knowledge and financial accuracy have given our family financial peace-of-mind for an accumulative 33 years (incredible, considering we moved from FL, through four different states and those tax laws, and then back to FL). Don't underestimate the benefits of consistently using the same seasoned professionals to handle your tax needs. They are who we call, email, and reach out to throughout the year and at tax-time. Hamilton is "Our Team". Bravo!!

I dealt directly with Cedric. I moved to Florida recently after selling a condo in Indiana and…read morebuying a new home here in Florida. I am beginning to cash in my investments and his firm is assisting me with my tax liability and filings. I found him easy to work with and look forward to a continued relationship

I feel very fortunate to discover CS West & Assoc. I started out seeking help with my divorce but…read morereceived so much more. Sophia, Cedric, and their support team provide me with the personal attention, detailed analysis, & professional recommendations I have sought to receive from numerous professionals at the same time. It can be confusing. CS West & Assoc. is one stop for many of your needs whether its business or personal. If you're in need of the services which they provide, I highly recommend giving them a call.

Outstanding and incomparable customer service!!! Heather took the time to go over multiple plans to…read moresuit the needs of my family and even worked around our hectic schedule to make it happen. I appreciate you immensely Heather! I'd leave TEN STARS if It were an option!!

Heather is awesome!! She has been my financial advisor for three years now. When she moved…read morecompanies I went with her because I felt way more comfortable keeping my policy under her then staying with the old firm. She has also taught me some stuff about what goes into being an advisor and what it would be like to help other families understand the importance of financial planning. I highly recommend working with Heather if you are looking to get your finances in order or if you need someone to help you invest your money.

#217 I was very…read morereluctant to use the services of a financial counselor but wife insisted and went alone. When this office sponsored a seminar on Social Security and held it at Mimi's in Brandon with dinner, I though why not? The seminar was excellent and informative and I highly recommend everyone to attend one before drawing benefits. Mimi's is another story but attending the seminar I got more comfortable with the idea of using a financial counselor. The counselor at this location, Sanjay Anderson is excellent and easy to work with. I always had sought my own counsel but his knowledge of investment instruments far surpasses mine. Wife and I are comfortably doing business here. Edward Jones is unique as they do not sell a product, they have none. What they do is advise, present and suggest what is most appropriate for your situation. I cannot recommend Sanjay high enough.

I joined this Edward Jones office a little over a year ago. Sanjay Anderson is an awesome guy,…read morevery easy to work with and truly wants to see you make investments that are good for you. He follows up with you and wants you to come see him as often as you like to talk about YOUR money. Leslie is awesome as well. She is so nice and accommodating as we'll. if she says she will do something for you, she does it, and right away. They also have awesome get-togethers at the office for clients and guests. Sometimes they are just social, sometimes with a short presentation thrown it If you are looking for a personal investor, someone you can talk with face to face, then this is your place. I know you won't be disappointed!

I needed guidance on debt consolidation related to a divorce. At the advice of a family law…read moreattorney, I was referred to Mark Marrazzo, the president of Total Resource Financial. Mark gave me some really helpful advice on steering through this challenging time, specifically helping with evaluating my household budget and looking at ways to reduce the debt. Mark was sympathetic to my situation and did a good job making complex financial considerations more understandable. I'm hopeful that I will be able to get my finances straightened out soon enough and use Mark's help in investing money for a more secure future. I recommend him highly.

J Rosen Financial CPA Services has helped me with my taxes for 3 consecutive years. I have had…read morethorough service and even was able to have assistance with having a complicated tax consisting of a 1099 where I was able to save far more money than I would have if I did them independently. This is way appreciated since I'm not super knowledgeable about all the laws and regulations that exist as well. I probably would have paid thousands of dollars extra which made any of the cost of the services well worth it. I am very particular with who I let help me with anything financial and I trust Justin Rosen and his team. I feel that they have my best interest and will work with me to help me choose the best option for me, usually which the option I will have the most return on. I no longer dread the annual tax season because of them and I've had many friends who have also been referred to them as well and have been satisfied.

Thank you Justin Rosen for getting me up and running with QuickBooks, teaching me the basics and…read morealways responding promptly with any questions, whenever I may have them. I would highly recommend Justin Rosen Financial Data Services for any of your needs, In my experience, he is honest, reliable, professional, and very knowledgable in his field.