Don't look any where eles the Holland Group is the BEST!!!…read moreThe owner her self took the time to call me and set me and wife up with the best person to handle our goals. Roy contacted me and was very professional and freindly and transparent. He know what he is doing and took a lot of his time to listen to my needs and wants and really understood how he could help us reach our goals. He knows his stuff and put together a great portfolio that with Gods will... we will surpass our goals. Everyone at the Holland Goup and Especially Roy made us feel comfortable and confident in trusting them. Super nice, super professional and super compassionate. I feel like a made a friend not just parterned with a financail adviser. JUST TO BE CLEAR!!! I did try to contact a different company before coming to the Holland Group, so I was a little scepitical. I made the mistake of contacted another company fist and after meeting with a representative of that conmpany in person... I was going to move forward but had some questions. So, we set up a second meeting, the Guy from this company called to cancel the day of the meeting. So, we recheduled a zoom meeting, on the day of the zoom meeting.... I still didn't recieve the link so I called and he appologized and rescheduled the zoom but missed that one too. So, I called him and left a message and said that... I did not want to do business him and calle the Holland Group. The Holland Group is the best decision for your financial future. We are at the begining of our journey with the holland group and will leave a follow up review in a year from now.

This is our first time having a financial advisor, and we couldn't be more pleased. They are…read moreaccommodating, beyond knowledgeable, and really helped us get set up for a successful retirement in the future. Roy is truly caring and intelligent and takes his time to explain everything. Highly recommend.

Suncoast Financial Services has now moved to 557 South…read moreDuncan AVE, Clearwater, FL 33756 Phone 727-535-0450 Email: jtrask@taxprep911.com EXCELLENT SERVICE for your accounting, tax, payroll, and financial needs and help with IRS problems!

Doris Muller has been my financial advisor for a couple of years. I feel very comfortable with our…read morerelationship, as she has guided me through these uncertain times. She keeps me informed and up to date with my investments. I would highly recommend her.

Doris is the ultimate professional with over 25 years of experience in the business. She has…read moreflexible office hours to accommodate working schedules, which is a big plus. I look forward to having her be my coach as we plan my financial plans for the future. Doris is not jut my financial advisor, she is my friend. And we both love animals!

This company does not reply to emails. I've sent an email about 2 weeks ago asking for an estimate…read moreon how much it would cost to get my taxes done but nothing so I took my business somewhere else. I'm sure they are okay with it due to the lack of response.

My husband and I have used Fred's services for the last 4 or 5 years and have always been impressed…read moreby his courtesy, his professionalism, his timeliness and the friendliness of Wilda and his staff. They never seem to be harried when we come in at almost the 11th hour and I feel our returns are prepared in such a way that we receive what we are entitled to. We ask for and follow Fred's advice and he has never steered us wrong. We look forward to our visits each year. Thank you, Fred.

Very caring, effective, personal and concerned about us personally. We are not wealthy but they…read morespent a lot of time with us helping invest our 401k monies and saved us money on taxes. a great group of professionals qualified in all areas of financial investments.

From the owner: As an independent financial firm, we are dedicated to personalized service with uncompromising…read moreintegrity. Our focus is on comprehensive, tax-advantaged strategies that provide sound preservation of capital, reliably growing income, and potentially increased returns with reduced risk.

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!

From the owner: Successful Portfolios helps clients manage personalized investment portfolios designed to create…read moreand protect wealth. We help our retired clients plan durable, secure income from their retirement nest egg. Our licensed advisors are well-trained and ready to help you craft a portfolio that meets your near- and long-term goals. For your choice and convenience, Successful Portfolios participates in the independent advisor programs at TDAmeritrade, Scottrade and Interactive Brokers. We accept discretionary and non-discretionary advisory accounts. Our compensation arrangement is simple, reasonable and investor friendly.

Very rude and unprofessional employee …read more No private parking signs Threaten to tow my vehicle

This branch was very helpful with answering questions about my 401-k. I also needed to recover my…read moreaccount information and they helped me get hooked up with the financial app. I definitely recommend Schwab.