I have referred clients to J.Meyers Insurance for over 5 years. And everyone has been very happy…read morewith the agency and their service. I can highly recommend and do refer my clients to J. Meyers.

My mother is 66 years old, retired, and lives alone. She was being charged over $600 per policy…read morejust to insure a vehicle that she uses to go to the grocery store and the gym a couple times a week. Then come time to renew the policy, Jennifer King over charged my mother for a policy that she always pays in full. She refused to work with my mom and told her there was nothing she could do. I told my mom to just cancel her policy all together and switch to my plan (with a competitor), it was only adding $100 per policy to my insurance. What a steal right?! Jennifer King straight out lied to my mom saying it was already paid and the policy was active so there was nothing she could do. I called on her behalf and then Jennifer (who was incredibly rude and matter-of-fact with me) LIED TO ME TOO. We have been battling with my mom's financial institution to reverse these charges, and have WRITTEN PROOF that she has cancelled this policy multiple times, but Jennifer just wants the commission and refuses to cancel. Please beware of the crooked dealings of this business. They will take advantage of anyone they can just to make a quick buck. We are seeking litigation for theft and elder abuse for the way JENNIFER KING has treated my mom and taken advantage of the fact that she doesn't understand her rights.

When our CPA retired a few years ago he referred us to Sherri. The changeover was seamless. The…read morelast few years have been the most trying times we had keeping the business going. With the quick response to questions submitted, and they were numerous, it was easy keeping up with the changes and make adjustments accordingly. We look forward to working with her for both business and personal taxes. THANK YOU, SHERRI! Tom S.

Was several years behind on my corporate and personal filings. AITA was extremely effective in…read moreproviding all of my tax services and has gotten me back to a normal filing schedule. Couldn't have asked for a better accountant.

Working with Alecia at the Wealth Nook was a great experience. As a business owner, accounting and…read moremaking sure my income taxes are filed correctly is vital. Alecia was sure to explain the relevant details and decisions that were being made. Her process and system from beginning to end was organized and easy to use. She was also strategic in her preparation of our end of the year income tax returns. I look forward to working with Alecia throughout the year for more strategic planning. Highly recommend!

Quick communication, great value , extremely thorough , double and triple checked everything …read more Fantastic personality, adaptable to our schedule , and clear and precise with what needs to be done . I couldn't recommend The Wealth Nook anymore than I would now . This will be the first phone call I make for any notary needs in the future .

Peter has helped me more than I even thought was possible. Thank you so much! His guidance is…read morepriceless. Being younger and trying to run your own business in the music industry is hard enough, but having a person like Peter for financial guidance takes a huge burden off of me. He genuinely wanted to help me get my financial life in order.

I trust Ralph doing my Taxes. Accurate, responsible, reliable. This Team is highly recommended.read more

Highly recommend! I was very satisfied with the progress from start to finish. The team was helpful…read moreand personable. It was refreshing to be able to sit down with someone in person, I met with Ivan. He was able to get me the best quote, secure the policy and take care of setting up auto-payment in a smooth and timely manner. I am happy to have an insurance specialist on my side. Thank you Elite Insurance Group.

We had a great consultation and conversation. He addressed my needs and what he can offer. Thanks!read more

Drew was very responsive, answered all my questions, and did a diligent job in a timely manner. I…read morehighly recommend his tax services

Andrea Newman served as my late father's accountant for several year. He passed away in January…read more2021. Prior to his passing, we both decided to seek a different accountant because Andrea consistently increased her fees by approximately $200-$250 each year. As noted in Kathy's review, I experienced the same issue. In 2021, Andrea charged $900. In 2022, despite the minimal work required, she charged $950. Two weeks later, I received an additional bill for $700. After receiving numerous hostile letters from her office threatening to send me to collect, I sought the advice of another accountant. That professional concluded that I had been significantly. Overcharged. I requested an itemized bill detailing the time spent on both years's tax returns, but Andrea was unable to provide one. The only documentation she supplied was a general invoice. She also claimed to have had multiple phone conversations with my father. When I requested the dates and times of those calls, she was unable to provide them. Her justification was that she. Had a sighed contract with my father. When I asked to see a copy of the contract, I was told it had been shredded. Based on these experience, I believe WR & Associates operate in an unprofessional manner. I have forwarded all correspondence with Andrea to both the Better Business Bureau (BBB).and the Florida Department of Business and Professional Regulation DBPR). Additionally, I observed that she has relocated her office three times in the past seven years. Each time she moves, her reviews appear to be erased. This pattern is also evident when examining her Facebook reviews. In summary, my experience with Andrea Newman and WR & Associates has been extremely negative. I found her to lack both integrity and professionalism. She grossly overcharges clients and, when questioned, resorts to threats rather than providing evidence. If you value integrity, transparency, and professional, I strongly recommend avoiding this firm.

Andrea and more recently Kathi have held my hand for several years. Each spring I provide them…read morewith the previous years tax-important documents and each year they coach me through an ordeal that without their personal and professional care I would be lost. Simply stated WR and Associates have prepared my taxes without fail over the years and they are the best. Most recently my computer incompetence required hours of phone communication to accomplish the final returns. The patience of this office was extraordinary. An aside observation: these folks know this client as if he were family.