Outstanding and incomparable customer service!!! Heather took the time to go over multiple plans to…read moresuit the needs of my family and even worked around our hectic schedule to make it happen. I appreciate you immensely Heather! I'd leave TEN STARS if It were an option!!

Heather is awesome!! She has been my financial advisor for three years now. When she moved…read morecompanies I went with her because I felt way more comfortable keeping my policy under her then staying with the old firm. She has also taught me some stuff about what goes into being an advisor and what it would be like to help other families understand the importance of financial planning. I highly recommend working with Heather if you are looking to get your finances in order or if you need someone to help you invest your money.

I contacted Werner most from New York about getting insurance on my condo located in Florida.I was…read moreimmediately contacted by Mary Rivera who is a phenomenal representative of Vermost insurance. We had many conversations and exchanged emails seven days a week around the clock being sure to get me the best insurance policy possible. Mary will be sure you are satisfied and covers all bases. I would be proud to have Mary work at my company her knowledge is exceptionally great and she will be sure you are happy and satisfied with the services of VERMOST. I am proud to be a client of Vermost Insurance and knowing MARY RIVERA is there. Gary K / Long Island , N.Y.

so it's time of the year to renew your homeowner insurance and i called vermost to make adjustment…read moreand make a payment and from the minute I called to the minute I got done. It was an amazing experience. Great people Sarah was so helpful and Got me situated. I really appreciate them they are so kind and so helpful. and there receptions are amazing the way they answer the phone.

Best insurance agency in Florida. Brandi made our homeowners policy transition smooth and easy.read more

Being new to Florida by way of SF CA/bay area I really didn't know what to expect in my search for…read moreauto insurance but after almost exhausting my efforts I came across Seibert Insurance. Jennifer Hagemeyer and I connected - spoke at length and she addressed any questions and/or concerns I had in regards to being insured in Florida which helped in making it a fluid transition. I would highly recommend Seibert Insurance... and that you would engage Jennifer directly as I found her to be very knowledgeable about the product pipeline (auto, home, etc), genuinely attentive that's coupled w/ a great client/customer rapport.

When my father passed away unexpectedly after a short battle with cancer at only 66, my brother and…read moreI were left to manage my mother's inheritance and ensure that she was cared for and had everything she needed. My father was a procrastinator by nature and was sure he'd be around into his 90s just like his parents, so there was no estate planning done. Needless to say, everything had to be set up in a hurry and since we were all very emotional, we did not ask the questions we should have regarding the tax implications of the estate plan. After my father passed away, Nelson, a long time family friend, offered to help us navigate through the "aftermath". He ultimately got licensed in our state and took over primary communication with our less than stellar attorney as her inconsistent and sometimes incorrect information was becoming a burden on us as we were working full-time and still grieving. Nelson spent countless hours researching for us and determined that we needed an amendment to our family trust in order to protect the money we needed to care for my mother from going to taxes unnecessarily. We got all of this squared away just in time for my mother to pass away, just a little over a year after my father. Nelson's knowledge, experience, and dedication made an extremely difficult time a little bit easier on my family by removing the stress associated with the financial aspect. He has a wonderful ability to weed through the emotions at hand and determine the appropriate actions, not to mention a great deal of patience. We will forever be grateful for everything he did to help our family, and I know my parents are grateful, too.

From the owner: Odyssey Financial is a wealth management and retirement planning practice located in the Grand…read moreCentral District of St. Petersburg, FL, serving Tampa Bay and the entire West Coast of Florida. We couple our fee based financial advisory services with annuity and life insurance offerings to provide a well-rounded approach to retirement portfolio management. With over 10 years of experience working with Florida Retirement System participants, our primary focus is to serve those who serve our communities; educators, first responders and public employees.

Jamie Pelzer's State Farm agency is amazing to work with in Tampa, FL! I would definitely recommend…read moreher and her team to help you with all your insurance needs.

I called Jamie's office and it was actually her that answered directly, no wait. I was in need of…read morean auto insurance policy immediately as mine was due to expire and Geico was increasing my rates. Jamie was incredibly knowledgeable and so pleasant to work with. She communicated throughout the entire process which took maybe 15 minutes over the phone, and was able to provide better coverage, the same day and at a lower rate. Couldn't be happier with my decision to give her a call! 10/10 recommend!