He is expensive, will drain your retainer and do absolutely nothing for you. This is my experience…read morewith him.

Todd Burg is a poor excuse for an accountant…read more I entered into a contract with him at the recommendation of my attorney. I was facing a very contentious divorce, and required forensic accounting services. After paying the retainer, I heard nothing from Mr Burg after the initial phone consultation, and after providing him with reams of financials as required for the discovery process. My repeated phone calls went unanswered. My attorney also contacted Mr Burg, and requested any work product. Nothing. After repeated attempts to get ANY work product ( which were never produced), I fired Mr Burg. I did not get a refund of my retainer, although ZERO work product was produced. I have never seen such an unprofessional performance by an accountant in all of my years of experience, both in the public and private sector. He does not represent his firm well, and is surely a detriment to the establishment of a professional reputation for same. There are too many other good accounting firms out there to waste time (and money) with Burg. I am pursuing this matter through another venue as my divorce was finalized recently. The forensic accountant I hired after Mr Burg did a fantastic job. DO NOT HIRE THIS "accountant", unless you expect poor performance at top dollar pricing. I would give him a zero star rating if this was possible.

I've been seeing Andy Oswald for a few years now to get my in financial shape. Andy use to work…read moreout of Ameriprise's Westshore office, but recently moved to the St Pete location. Andy has definitely helped me with my financial goals and has set up a plan that is feasible and realistic. He is always professional and prepared for our meeting and always comes with good advice. I highly recommend him.

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.

So, I thought I was in deep trouble. It was less than 2 weeks before end of tax season and I hadn't…read moredone any prep at all. Lisa Scopel with Mangrove Tax & Accounting had helped last year (for the first time) and had done such a great job with all the details that I couldn't figure out, I thought I'd try to reach out again - but really, time was running out and I was sure she was slammed. I called and talked to Susan who was so helpful in getting me an appt, based on my availability!! She said she and Lisa were working late hours to make sure everyone was taken care of. I pulled all my paper scraps together and within 3-days I was in their office, and Lisa had everything figured out and in an hour my taxes were filed! And they even took time with me to chat about a new venture and talk through how to plan for next year. Both Lisa and Susan are super helpful, knowledgeable and so kind/friendly. I may actually be looking forward to doing my taxes next year - nah, let's not get crazy. But I know I'll be reaching out to Mangrove Tax & Accounting again! Highly recommend!

I've had Joel as my FA for several years. In addition to putting me in the right investments, he…read morespeaks honestly and everything is an open book. I've also done my life insurance through him. Excellent experience.

Beautiful building with amazing art…read more If you are visiting Raymond James Financial headquarters, you're in for a treat. There are four towers, all connected by walkways. Towers 3 and 4 connect on the first and second floor, Towers 3 and 2 connect via a glass walkway over the road on the fourth floor and you can continue on to Tower 1 via the fourth floor. It can take close to ten minutes to walk from Tower 4 to Tower 1. The main entrance for guests is on the first floor between Towers 3 and 4 and there is a guard present 24/7. There are cafeterias in Tower 3 and Tower 1 and a mini Starbucks in Tower 3. There are two parking garages for employees, one behind Tower 3 and one behind Tower 4. There is also outdoor employee parking lots by Tower 1 and 2. Guest parking is in front of Tower 3 and 4. What really makes Raymond James home office worth visiting is the artwork. Each floor and section has a different theme ranging from pop culture to nature. There are many stunning statues nestled in conference rooms or by walkways. Just walking around the area in front of the building makes you feel like you're in a sculpture garden. Tom James has an affinity for Native American art, so there is an abundance of sculptures and paintings with that motif. If you are an art aficionado, you can schedule to go on a tour of the Raymond James building. Home office employees of the firm can choose to be trained in giving art tours and the community at large benefits from this. You get to walk around as a group and hear the history of the beautiful artwork. For those of you who are still playing Pokemon, like my husband, you'll find an amazing number of Pokestops in this area. I think there are at least five? (It has been a while since I played). It's because the game recognizes the beauty of the outdoor statues.

Raymond James is the worst financial institution I've ever dealt with. Jeffrey Hendel in…read moreSmithtown, NY left me hanging with no answers during one of the most sensitive times of my life, and when I went to corporate headquarters with it, they didn't care at all.

I hope I can fully express how outstanding Jake is at what he does through this review. I own a…read morebusiness & needed an SBA loan for a partner buyout. Going into this process I knew absolutely nothing about the SBA or much about lending in general. I was referred by the largest business broker in Las Vegas to a different SBA banker with the largest SBA bank in America. When they unfortunately couldn't get my deal done , I cold called 3 SBA bankers from a LinkedIn search. 2 sent me to voicemail but Jake picked up on the second ring & the rest is history. It's very clear within a few minutes of talking to Jake how outstanding at his job he is. He lives breathes and sleeps SBA deals , and sets himself apart from any other banker I've worked with by how committed he is. My business had many unique challenges and the deal ended up taking over 6 months (my own fault) and Jake stuck with me and coached me through each step of the process constantly checking in & asking how he could help. Jake is also incredibly generous with his time & navigates this SBA / loan / banking world almost as if he can see the future. He's been the perfect partner for a guy who knows how to run a business but doesn't know much about banking or the SBA. If youre a business owner or want to be business owner like I was & you're thinking about pulling the trigger on an SBA loan or even just want more info about anything SBA banking I URGE you to pick up the phone and call Jake

Home buyer Here. This man Tony Charchafliah, NMLS#25030, is one of the best experiences I've had…read moredealing with a professional. Knowledgeable, kind, helps prepare you and settle anxieties. Has an excellent track record of getting people approved for homes. He succeeded where other Loan Officers failed. He even took some time out of his busy schedule to shoot some pool with me and take the stress off. My mortgage is even lower than I expected for my Rhode Island home! Don't miss your chance on a new home! Thank you Tony and thank you First Home Bank for having such awesome staff!

I got a call out of the blue from a "John" about a card which I did not have. It sounded fraudulent…read moreso I disconnected. Then I got a letter without a letterhead but my Credit Union's name and the 560 Carillon Pky address about the same card, through USPS. As I felt that this could be fraudulent too, I have sent a Secure Message to my credit union attaching a copy of the letter. I await my CU's response. A web search of the address revealed that there is some kind of anti-fraud entity at that address but it is a strange way of doing business and inspires no confidence in their integrity.