I had an appt with Chris and he said he was going to review my investments and give me a plan on…read morewhat I should do. I came in for a second appointment and he went over the different ivnestments with me. I told him which one I wanted and asked him to email me the final plan. He had me paid $500. However, he never gave me a written plan even after months and several requests. He kept emailing me docusign requests to sign and to transfer my money over. When I asked him the tax implications if and when he has to sell my stocks before transferring my money into whatever investments/annuity he has? He said I'd have to wait and he will let me know after the fact!! I asked him what kind of annuities he plans to invest my money in and if I can get my money back whenever I wanted or how long it will take for me to get my money back? He then said some of it will only allow me to take out 10%/year; this means he just guaranteed a pay check for himself for the next 10 years and if something happens to me, my beneficiaries will not be able to get the money out for another 10 years. And when I asked for my $500 back since he did not do anything to earn it, giving a investment plan, as the law requires him to do so, he refused. Then his dad, who Chris included in all the emails to and fro me, called and emailed me back and left nasty messages for me. They wouldn't refunded my money until I threatened to complain to FINRA. I did not get my money back for months and when I questioned Chris, Bobby wrote me an email basically stating that he did what he was supposed to and if I did not get the money back, tought! So I asked him back that if one of his clients wanted to get their money out and did not get it back, would he say that to them? Run away from these guys, they don't care about you and your well being. All they care about is getting themselves a pay day and if something goes wrong, you're on your own. If you decide to go with them, you should ask all the pertinent questions and have them put the plan in writing in details before transferring your money to them.

Very disappointed and disheartened after I turned to this company to assist me with moving my…read more401(k) monies. I had worked at a company for twenty-nine years. During these years I had scrimped, did without and saved money to have a comfortable retirement. Unfortunately they took two-thirds of my money, for what, I do not understand. I did not save all my money to hand it over to a company that, in my humble opinion, did not earn as much of my money as they took. Life will not be as comfortable as I thought it would be in retirement and I am still doing without and not enjoying retirement.

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!

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.

Very professional and helpful. I appreciate Jeff's knowledge and organization skills. The staff…read moreBecky and Ann are amazing

From the owner: Making Sense of Investing…read more Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

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.

I've known James Spicuzza for years now and I am so happy with my decision to use his Financial…read moreAdvice services. He provided me with the information I needed and was very professional. James took the time to understand my financial needs and goals and helped me to come up with a financial plan I felt comfortable with in order to help me prepare for both my short and long term financial and life goals. I will continue to use James in the future, and recommend him highly to anyone seeking a financial representative or financial guidance.

From the owner: The Trust Group Financial is an independent estate and retirement financial planning group serving…read morethe Tampa Bay community since 1985. For over 32 years we have specialized in helping our clients protect and preserve their hard-earned assets. Experience the difference. Let's begin the process of building a special relationship that will last a lifetime. Visit our website at www.TrustGroupFinancial.com and download one of our complimentary retirement guides.

Credit Fitness Coach delivered! My credit has been shaky at best and no matter what I did, it just…read morewouldn't get better and hovered around the 500 mark for years. Well that was until Credit Fitness Coach came to the rescue! Since starting, my Experian score increased by 103 points, Transunion by 89 points and Equifax by 46 points. I've also learned to manage my finances and credit better. Absolutely thrilled with my decision to work with Credit Fitness Coach! And you will be thrilled too!

From the owner: Credit Repair - Thinking of buying a new car, home, or seeking a credit card? We specialize in…read morehelping people raise their credit scores. Our services can help you legally raise your score which can ultimately save you lots of money in interest. No matter if you are just starting to build your credit or trying to get past some bumps in the road of life, we can help. Our small family owned company is based here in Tampa Bay and we are bonded with the State of Florida. ⏰ Stop putting it off. Contact us now to schedule a free consultation.

Tony and Chris have both been so helpful - literally going out of their way to help me. Both are…read morevery knowledgeable, professional and friendly to deal with. I can not say enough positive comments about these two men. I would definitely highly recommend them!!

From the owner: As part of our founding mission, we focus our expertise on strengthening and securing the four key…read morepillars of financial wellness: Asset Risk Management, Income Planning, Incapacity Planning, and Legacy Planning. Through this comprehensive approach, we endeavor to provide our clients with strategies that simultaneously protect what they value most while advancing and achieving their ambitions. We are confident in the effectiveness of this approach and strive to instill true confidence in all stages of your life