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.

Im from the Investment industry, and have been very satisfied keeping a significant personal…read moreaccount with Schwab for decades. Even now, both their online trading and banking platforms reflect better security and technology than other leading institutions such as JP Morgan Chase and Citibank. Finally, I get outstanding service from my Financial Consultant (broker), Carly Murphy, in the Tampa office. She thoroughly answers my questions on a timely basis. Carly even went so far to set up an in-person meeting today with Schwab annuity specialist, Michelle Roush, from whom I learned alot about the annuity product differences and other return details. Thrilled because I hold alot of annuities and my past / outside brokers never bothered to edify me! Thanks again to Carly, Michelle and Schwab!

Bright and light new Schwab office. They've been helpful and friendly. I make sure to pick up a…read moreSchwab pen and snacks while I'm here. They also have a coffee machine. Plenty of parking. It's ny Outback in the Westshore area across from International Mall. I've always had great experiences with Nina Yee the rep who works here and was at their former office that was tricky to get into and out of. Del Friscos, Kona, and Texas de Brazil are nearby. Grab a snack or happy hour bite at Kona on your way thru. Invest wisely. Buy low and sell high.

Oxford has been wonderful at providing education as well as caring team members. Chris Dixon is…read morevery knowledgeable about retirement, taxes, and estate. Would highly recommend.

From the owner: Oxford Advisory Group provides financial planning services with a focus on retirement planning,…read moreestate planning, and tax-efficient wealth management. Their services are designed for high-net-worth individuals, retirees, and pre-retirees in Florida. With offices in Orlando, Sarasota, and Tampa, emphasizing personalized, fiduciary-driven advice.

Unsolicited calls from this outfit... first a request on LinkedIn, based on my employment…read moreinformation. But then a call, and a hard sales pitch. No thanks! If you want to cold call me, you are going to get blocked! If you reach out via the initial contact point... I will either say yes or no (probably no). But don't cold call me... I get too many stupid car warranty and credit card calls as it is. And I don't pay verizon to get hassled by clowns.

Our family has had nothing but great experiences with FFA, using Daniel in particular. From our…read moreinitial meeting to the last, Daniel has always been professional, knowledgeable, responsive, and flexible to meet all of our financial planning needs and questions. Both my husband and I have a basic understanding of how investment planning works and put our faith and trust into Daniel and FFA to steer us in the right direction which helped put our minds at ease. Daniel is always available via text, phone, or virtual meetings to address any questions we have and explain each process involved. We feel we are in good hands and trust Daniel and FFA moving forward. We plan to continue doing business with them for years to come.

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.

Jason Clark, I am assuming, out of the main office, due to the fact that I spoke with him by…read morecalling the 1-800 number, was amazing! He was very helpful, professional and patient with my husband and myself. He walked us through each step, while quickly guiding us through the entire process. He was supportive and friendly. He is definitely a keeper. Thank you Jason

Fidelity made one huge mistake after another after another and refuses to rectify it. very widget…read morefinancial investing find an alternative. They were being sued and decided to so I'm trying to get in as part of their settlement because I lost money through Fidelity in May of this year 2026. I asked for $300 a month from Fidelity instead they gave me the full amount and send all my tax money to the IRS. At rectify it by asking me to send back all the money I sent it back via cashier which is what the banks offer and Fidelity said certified a cashier check and the certified check is just about the same. I even went to three other banks none of them issue anything but a cashiers check refused to cooperate in and now almost with the IRS I mean I will be 72 years old this year. I am living on Social Security and no pension. This was the only money I had 401(k) it was about $81,000. How do you make a huge mistake like this and then to rectify it

The agent by the name STASH MIHALCIK contacted my 71yr old mother by phone to solicit LIFE…read moreinsurance... she explained how she's been diagnosed with cancer and was looking for a policy offering more to leave her kids .... this crook encouraged her to cancel her policy that shes had for 3yrs and start a new policy with him he even went as far as lying on the application saying she had no illnesses now its Impossible for my mother to get coverage because no one wants to insure a 71yr old lady with cancer

From the owner: We are a leading provider of Comprehensive Financial, Medicare, and Retirement Planning. Our…read moreexperts will help you protect your family, your hard-earned assets, and your Legacy.

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 have been working with Jeff and his team for a lot of years now and they have done a great job in…read moremanaging my investments. In dealing with Jeff one-on-one I have found him to be very knowledgeable, professional, and responsive. I find his updates on the market very informative and well timed, especially with the recent volatility in the markets and his breakdown of my quarterly summaries are very extensive. Hi highly recommend Jeff and his team. Stacy B

From the owner: InTrust Advisors is an independent, boutique wealth management and financial planning firm based in…read moreTampa, Florida. With over 25 years of experience, we specialize in investment management, wealth management, family office services, and comprehensive financial planning. Our expert guidance helps high-net-worth individuals, including those aged 50+, achieve clarity, confidence, and peace of mind for their financial future.