Call me 3 times a day, every day. When I ask to be taken off their call list they hang up. Avoidread more

In our search for a retirement advisement team, we came across the Sterling Bridge team who took…read moretheir time to fully understand our assets & timelines. Asked on their modeling & growth/income methods, they prepared and proposed a long term income & market growth strategy that fit to our needs and risk levels. Additionally, they offer estate mgmt planning, tax prep & health care provider advisement leveraging knowledgeable partners!

I needed guidance on debt consolidation related to a divorce. At the advice of a family law…read moreattorney, I was referred to Mark Marrazzo, the president of Total Resource Financial. Mark gave me some really helpful advice on steering through this challenging time, specifically helping with evaluating my household budget and looking at ways to reduce the debt. Mark was sympathetic to my situation and did a good job making complex financial considerations more understandable. I'm hopeful that I will be able to get my finances straightened out soon enough and use Mark's help in investing money for a more secure future. I recommend him highly.

do not use this scammer to help you if you are facing forclosure, she is a scam artist and will pay…read moreyou $$$ to modify you mortgage and provide you assistance with a short sale negotiating settlements. all sounds good in the beginning, however you will lose your $$$. this is your warning!!

Denise is the ultimate professional - dedicated to what she does and devoted to her clients. As a…read morenon-attorney consultant she's saved many friends and clients money by not hiring an attorney and her results speak for themselves. She also knows when a client really does need to consult a lawyer and she assists both the client and attorney. I know I'll keep referring her business.

I personally worked with Steve on my financials and he was a great help! He has fantastic…read moreknowledge regarding what to invest in specifically if you have very little money, as well as, when you have a good amount of money. He has a gregarious personality that you will love and is very patient! Keep up the good work Steve!

Andra Zachow @ Ingalls PA CPAs comes highly recommended so many of my colleagues! She's…read moreknowledgeable and stays up-to-date if the changing tax laws. Also, it's hard to find an accountant with a such a pleasant and fun personality!

Use Andra Zachow so smart and knowledgeable…read more Will save you some money for sure.

To whom it may concern:…read more I contacted Weller Legal group on Friday January 5, 2024, regarding obtaining counsel regarding bankruptcy. I spoke with Mr. Weller's secretary whom I set up a payment plan with. I called Mr. Wellers secretary back later that day and paid an additional $2000. Mr. Wellers' secretary then emailed me the retainer agreement for my husband and I to sign over the weekend. Mr. Wellers' secretary never advised me that the fee was nonrefundable if I decided not to move forward with the proceedings. I emailed Mr. Wellers secretary on Sunday January 7, 2024, making him aware that my husband decided not to move forward with the bankruptcy, and we would like to get the retainer fee back. I also called Mr. Wellers' office on Monday January 8 , 2024 advising Mr. Wellers secretary the my husband and I no longer wanted to move forward with the bankruptcy . Mr. Wellers secretary advised me that he would have to speak to Mr. Weller about my refund. I called my bank On Monday to stop payment for the $2000 which they were not unable to do since the payment was pending. My bank representative also reached out to Mr. Wellers office advising of the stop payment and he to was advised by Mr. Wellers secretary that a refund would be submitted after speaking to Mr. Weller. I reached out to Mr. Wellers office via email and phone call on Tuesday January 9,2024 regarding any updates about the refund, I again was advised I would receive a call back. I reached out again on Wednesday January 10, 2024, by email and phone to speak to Mr. Weller. I was told Mr. Weller would call me back, which he did at 12 noon on January 10, 2024. I advised Mr. Weller that my husband and I have decided not to move forward with the bankruptcy, and we would like a full refund for the retainer. I advised Mr. Weller I have not signed the retainer agreement, and no work has been done on my part regarding his services. Mr. Weller then stated I do not need my husband to file for bankruptcy and I really needed to file. I again advised him I was no longer interested in filing for bankruptcy. Mr. Weller than advised me he was not going to return my retainer fee and He may think about refunding some of my retainer fee only if I call my bank and have them write a letter stating they will stop the Fraud Transaction Process. Mr. Weller then stated that he doesn't have to refund my retainer fee because I need to file for bankruptcy, and he has the right to keep my payment although he hasn't provided any services on my behalf. Wednesday January 10, 2024, is the first time I spoke with Mr. Weller, and he then stated it was a verbal agreement even though I never spoke to him and I only spoke to his secretary whom never stated that it was a verbale agreement and my retainer was nonrefundable. Mr. Weller is refusing to return my retainer fee and is trying to force me to use his services to file for bankruptcy. DO NOT USE THIS LAW FIRM - This man has no compassion and needs to be ashamed of himself . To keep a person's money when they are at the lowest point in their life in inhumane , especially in this economy . KARMA WILL GET YOU MR. WELLER !!!

Christine has been very helpful and efficient. She went over and above to help me gather some…read moreinformation that I had a hard time getting. Very pleasant to work with...friendly, outgoing, and helpful. For bankruptcy, it was a pleasant experience, believe it or not. I've used Weller before. The only drawback, is sometimes they're not good with getting back - call backs - but that's unde3erstandable with a busy office.

We had been a client with Florida Strategic since 2013. Back then they were a fairly new in…read morebusiness company and were eager to please. Well, over the years they grew and little homeowners became minuscule. The treatment became more and more less caring and more rude. It became obvious that they do not want to work for a small client anymore and just want to collect without effort. Several bad advices and situations lead us to a new provider and a new agent. The new has an app and will answer calls and text outside of business hours. They also are a true agent and take care of one's business and interests without passing the issue to others.

I have used Florida Strategic for a few years. Most recently Miro Tzenov helped me lower my…read morehomeowners insurance by $200 a year. He provided options and explained the impact of each. This company never fails to take good care of me.

Do not work with this company if you are REFINANCING a mortgage. Especially, if Kim Evans is your…read more"processor." She will lie and obfuscate! After constantly hounding me as a Retired Veteran to do so, I conceded and specifically stated that i did not want to go back to 30 yr loan, and that I wanted a 20 yr. She stated to me over and over that that was what I was going to receive. I noticed later that I had missed the fine print, as I was going through the Amortization schedule, and I became "livid." The owner, Mark is a very nice gentleman but I am very upset. After further investigation. He explained to me in a email, what transpired but it did not settle my mind or my circumstance, because again, the conversations I had with Kim were for a 20 yr loan.

I am a semi-experienced home buyer (in other words, I have no clue but I pretend to know what I'm…read moredoing when it comes to loans, mortgages, APR, etc. etc.). Integrity Financial Services was highly recommended by my realtor. From the time I first contacted their team, I found them to be extremely friendly, responsive and helpful. They took the time to explain things in a way no other lender ever has, and they were able to show just how competitive their rates are and how good their service is. Remember when I said I have no clue what I'm doing? Well I had an independent third-party go through everything Integrity Financial Services did and they confirmed that not only did they explain everything correctly and accurately but that their rates were the best they had seen in a while. Thank you!