With retirement approaching, I became nervous due to my lack of financial knowledge. I am a…read moreretired teacher and the DROP process, with its many steps, intimidated me. At the advice of a friend, I called Synergy Financial Strategies and made an appointment with Jorge Gonzalez, Synergy's Founder and CEO. That was one of the best calls I could have possibly made. At our first appointment, Jorge immediately put me at ease with his extensive knowledge and the fact that he made it clear that he really does care about helping his clients achieve the very best outcomes. I found his patience to be never-ending . . . he answered my many questions with patience and additional information when needed. Any advice he gave came with an explanation of his rationale, in words that I could understand. I will always be thankful for the professional and caring way that Jorge handled every aspect of my retirement and preparation for a future that was financially sound. In his video on the Synergy website, he said that he goes the extra mile . . . and that is an understatement! He went beyond that in my case. That is just who he is, and I highly recommend him, as well as his incredible staff at Synergy Financial Strategies.

Financial aspects of life are not my strong suit. Basically, I have a retirement plan because my…read morejob offers one but never sure if I was doing the right thing. I sought out someone that I could trust and would have my best interest at hand, not trying to make money off of me. Jorge was beyond my wishlist in financial guidance and honesty. He was able to help me manage my money better, helping it grow and helping me to financial security later on in life. He has extensive knowledge in his field with over 30 years experience. He took the time to answer all my questions as well as explained things in terms I could understand. I would highly recommend!!

I've never met a financial planner like David Treece. He really cares about people, and his clients…read moreare treated like family. It's scary when parents get old and doing the right thing doesn't come easy. But at Treece I was made to feel like everything would be taken care of, and it was. They knew the best people to call for everything like healthcare, assisted living and long term care that didn't break the bank.

From the owner: TreeceFi is your Retirement CFO…read more Financial advocacy for those aging alone and the LGBTQ+ community. Get honest answers to every question. No jargon or industry lingo. No pressure or sales talk. Maximize your income for life. Our job is to not only create a lifetime income plan for you but to also help you prepare for unexpected health care and long-term care expenses that may increase over the years. Gain a team who fights for you. When financial injustice occurs, we are strong advocates for our clients. Securities and advisory services are offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer, and a Registered Investment Adviser. Cetera is separate from any other named entity.

The staff at PFCU are always gracious and friendly. Love the app and eDeposit! Tellers ask me how I…read moream doing on a personal level. They work hard to make sure that my transactions are done correctly. A few months ago my card was compromised on a Friday. I drove to the branch and was able to report it them. They were able to cancel the card and issue me a new card on the spot. It was almost closing time, but they still assisted me so that I could have a great weekend. Thanks so much PFCU.

If you're in search of a transparent and trustworthy lender, Power Financial Credit Union is not…read morethe one. You can mention you're a first time home buyer focused on the best opportunity for you, but the sales speak and tactics follow. You can never really get a solid answer from them when asking if all deliverables have been provided or not. Issuing wire deposits out of account? Forget about it, they make using your money hard too. Unrelated to my mortgage process but if money fails to deliver to a Zelle address, they withhold it, prompting you to a tedious customer service process.

I have been using Acosta Tax since 2015, the staff is very professional. They care about their…read moreclients, one Year I waited to the deadline to file my taxes and was so worried that I would be in big trouble but I was informed that an extension had already been filed on my behalf. I was relieved to know that I was dealing with such a professional company. For the past 2 years Jorge assisted me with my taxes. He is courteous, thorough and knowledgeable about the process. I am happy that I connected with Acosta Tax.

Highly recommend, very professional, patient, detailed orientated, knowledgable, kind, and I will…read moredefinitely go back. Thank you Julio A.