Brian was phenomenal when working with me on my taxes, which included relocation. When I asked to…read moredouble-check the amount of return (because it was larger than expected), he had 3 additional CPAs review the information to confirm. Easy to talk to, honest, prompt, and accurate. He has my business for life.

My husband and I have a relatively complicated tax situation due to our small business, and moving…read morefrom Oregon this year. Brian and his team have been so amazing to work with! He makes everything so easy for us, and is very clear with his explanations. I appreciate his timeliness, and attention to detail. We are so grateful to have found Walter Sanders, and trust that we are in good hands.

I've been a client since 1996 and they've been with me all the way. They're always so friendly,…read morewarm and professional. Thankfully, I haven't had any big problems that required a major insurance response-but I trust them completely to handle any emergency. I'm a fan!

Been a customer of this agent for going on 30 years now - high level of professionalism, good…read morecustomer service, and right there when you actually need help. I'm a fan.

My wife and I have been with Insurance Company of America for several years, and we've consistently…read morehad great experiences. Most recently, Desiree helped us navigate a complex and stressful insurance situation with patience and expertise. She made the process much easier to understand and found us excellent coverage at a great price. We really appreciate the support and highly recommend both Desiree and the team.

I am in agreement with Mr M who also understands the value of "Customer Service" a trait this…read morecompany lacks. This company sells insurance, collects their fee(s) and bails when the going gets tough as if they received nothing for doing something. I filed a BBB Complaint to which they did likewise, nothing. I get a threatening email from Mark Schultes saying "I'm sorry" it is about the policy he collected fees to bind and the emailed attachment was not even honest. Don't you think he had a duty to ensure what he was sending me was factually correct? Me too! Well it wasn't, and at the end of the day the threat was a cancellation of my FULLY PAID [on 07\05\23 $2,250.46] HO3 policy emailed to me on 7\25\23 by Mark Shultes of Complete Insurance of Whesley Chapel FL, stating I refused a "drive-by Inspection" [how can anyone refuse a drive by anything when drone photos already were a part of the original application process?] by "Direct Cancellation Notice on the Diary Date of 08\08\24". I absolutely did not refuse anything. Mr. Knumb Nuts of Complete(LY) Lacking Insurance apparently elected not to submit the four-point inspection report that clearly has Drone photos showing the home canNOT be seen from either of the two abutting streets. Yet he had the audacity to email me lies and then run and hide. So much so on 8\7\23 when I mailed a cancellation notice of that policy purchased through this "company" found on FMAP [Florida's Market Place Assistance Program] he once again did what you would aqnticipate he "uploaded the executed cancellation notice and said thank you if you have any problems contact that company and gave me the number to the company I already had". So I fill in the blanks that Mr M from Manhattan missed. Not only will they not provide you the information requested, no. They'll actually take affirmative actions to perpetrate and perpetuate a fraud. All the while making their measly few dollars. These people would sell themselves short and take you along with them for under twenty-five dollars. Mr M covers a very valid line of suspicion and intolerance based upon withheld facts and information necessary to an informed decision by consumers confronted by this surely suspect entity. I take it one step further to show you that they have not a single ounce of scruples or business sense let alone honor and integrity they simply are lacking in each and every area. Frankly I don't think they care because as WC Fields once said there is a sucker born every minute and they look to cash in every minute or as soon thereafter as is possible but yet not barely practical. BUYER BEWARE here!

I have been dealing with this office for over 10 years now and everyone is amazing here. My last…read moretwo visit I sat with Mr Josh Jarvis. He is one of the most attentive and friendly agents you could ever deal with. We spent a few hours together and found solutions to all my issues. He is the reason I will continue to be serviced and insured with this office. Thank you for all that you do.

I've been with Courtney Paat's agency since I was on my parents' insurance, and six years later I'm…read morestill here. Every single person in this office genuinely cares about keeping you as a customer and isn't just there to make commission, and they're focused on making sure they do the right thing even if it means not making a sale. Special shout out to Joshua Jarvis, who stayed even after business hours not only to make sure that the competitor I was cross-shopping was giving me a truthful rate, but also whose honesty and friendliness convinced me - quite happily - to stay with Courtney's agency. The entire team puts the "Good Neighbor" slogan into practice every time I see them!

Mr. Starkey and his staff provided a wonderful experience transitioning from a large faceless…read morecarrier to the personal attention from a local community member. Many brokers can find a policy that is just cheap, Jeff was able to find us policy options that made sense without leaving us exposed and still fit our budget. We will be customers for years to come, thank you.

Excellent wealth management firm in Clearwater, FL for retirement planning, fee-only financial…read moreadvice, and tax preparation. Parker and David are both Certified Financial Planners and Chartered Financial Analysts. Check them out!

Best insurance agency in Florida. Brandi made our homeowners policy transition smooth and easy.read more

Being new to Florida by way of SF CA/bay area I really didn't know what to expect in my search for…read moreauto insurance but after almost exhausting my efforts I came across Seibert Insurance. Jennifer Hagemeyer and I connected - spoke at length and she addressed any questions and/or concerns I had in regards to being insured in Florida which helped in making it a fluid transition. I would highly recommend Seibert Insurance... and that you would engage Jennifer directly as I found her to be very knowledgeable about the product pipeline (auto, home, etc), genuinely attentive that's coupled w/ a great client/customer rapport.

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.