Horrible customer service over the phone after multiple attempts to speak to someone who actually…read morelistens to a potential customer. So many reputable places around with quality customer service. I don't recommend!

Very disappointed with the quality of service here. Our coverage lapsed because our agent left the…read morecompany and they had bad inter company communications. Would avoid.

I moved to Venice, FL last year. Needed tax help. Met with Eric Robinson. Very helpful,…read moreknowledgeable and reasonable. I highly recommend this firm. Steve Melia

Extremely disappointing experience, especially given my family has used this office for over a…read moredecade. I met with them in December and was told they were happy to take me on as a new client, with clear guidance that documents could be emailed. I submitted the majority of my forms on 2/16 and clearly communicated that one document was still pending. I uploaded the final form on 3/11 and followed up on 3/16 to confirm receipt--no response. On 3/24, after continued silence, I called the office and was told my return would require an extension and would not be completed by the deadline, which was surprising given how early everything was submitted. That same day, my parents--who have been clients for over 10 years--went into the office and were told that my return was being worked on. On 4/3, I called again for an update and was told there was no clear timeline. When Sam called me back, he admitted he had not even started my return, estimated "next Friday most likely," and then told me to "stop calling" the office. I only reached out a couple of times due to the complete lack of communication on their end. For something as time-sensitive and important as taxes, this level of disorganization and dismissive communication is unacceptable. Update: After posting this review, the firm dropped my parents as clients despite their long-standing relationship of over a decade. While businesses can choose their clients, the timing and handling of this situation further reflect the lack of professionalism and client care described above--especially during tax season.

Excellent, friendly service! Sam, Bob, and their team have always been reliable partners for us…read moreboth for our small business as well as personally. I can't recommend them highly enough.

Highly recommend First Commerce. I've refinanced with them twice in the last six months. They…read morealways worked to get me the best deal and the most savings. Excellent customer service. Everyone I dealt with made me feel they cared. Made sure I understood the process. Definitely a company I can trust.

I had been seeking for a firm which I could entrust with managing my investments. I was had been…read moretrying 3 other firms prior to this, and I did not feel they were working FOR ME. In mid 2018 I proposed they manage 40% of my IRA and I will manage the other 60% and see how they compare with my management, and they agreed to do so. I did fairly well, but they did it a bit better, so I felt confident with them taking over all of my IRA and two other portfolios in early 2021. The main reason I did that was to manage my investments for Betty, my wife, should I pass away. AND they did fulfill their commitment to reduce their fees from 1.5% to 1% if they grew their customer base, which they have. But not only due their management my investments but they offer many other services to advise their clients regarding life planning, taxes, etc. And to enjoying living while they are entrusted to handle my investments. A FULL service not just investment advice. I strongly encourage others to entrust HD Money as I have.

We had been with Well Fargo Advisors for several years…read more However, the move to HD Money was the very best move we have ever made. The whole team stays on top of the market and watches your accounts as if it was their own. We just wish we knew about them sooner. Never been happier with the results we have had even in the bear market. If you are not pleased with your advisors, call Stuart today for an evaluation of your account. Frank and Phyllis N

Come and see what homes are here! Best of the best. No one beats Jacobsen! Absolute top quality and…read moreconstruction.

Terrible experience with this company. Told me my home would be done in six months.. Went well into…read moreeight. I had to commute for 2 months from Cape Coral to bradenton every day, Because they never even located the sewer line until AFTER the home was completed.. Took them almost a year to come out and fix a leak under the home that was located by the cable man, As their workers could not find it. Took numerous attempts, Six months after move in, to install gutters, during rain season, my driveway was washing out from under, so they delivered a load of dirt that i had to, MYSELF, put all around the house and driveway to stop the erosion from rainfall. My bedroom windows are on the wrong wall, with no compensation. I've been in my home barely a year.The flooring is all coming apart everywhere. The siding is coming off..ive called home warranty dept numerous times , No one returns your phone calls. The workmanship is very shoddy. ( clearly rushed). Had to repair cabinetry on my own, still missing trim on kitchen cabinets. Couldnt use kitchen sink for over a week, and I had to wash dishes in the tub..not sure how it even passed c/o inspection. Then had the audacity to blame ME for rushing them, as they were almost 2 months behind scheduled finish.Yard was a mess.. garbage and 100s of screws everywhere..Zero follow up..didnt even properly clean my house before move in..i still have crayon marks on all of my top windows as i cannot get up on 10 ft ladder to clean. Took them forever to even show up to fix the few things that needed immediate attn. Very shoddy workmanship all around. Clearly rushed.. An all around, just awful experience. As a single woman, i definitely do not recommend working with the manager. I was forgotten once they got my money. I never thought I would be treated with such indifference after paying almost 240k for my home. Not to mention the 13k JUMP in price RIGHT BEFORE CLOSING!! Materials...yeah, Ok Definitely NOT RECOMMENDED.

Very helpful regarding "post tax return" issues that occurred. Nicole was very professional,…read morepatient with us regarding our questions and offered sound advice .

This was an introductory meeting and in the short time I was with Nicole I could tell that she…read moreknows her stuff! Thank you Nicole! See you during tax season!

Amazing!!!! Good people always there to take your calls and give good advice. whatever you're…read morelooking for I'm sure they have.

I was in the financial industry as a registered sales assistant based in Bradenton / Sarasota for…read more11 years. I worked with MANY advisers that I would not put my investment trust in that were very high levels in their firms. Many go with the newest trend, highest pay out this week, not really putting any individual effort into their clients. One investment does not fit all! There are less than a hand full of people that I would trust with my personal investments and Evan and his group are the ones I decided on. I have known Evan and Jaime for over 15 years and I fully trust them when they give me advice. Meet with them. You will not be disappointed in their knowledge or personalized investment advice.