Probably one of the best experiences with generally boring and dull business matters. I had a great…read morewelcome by David and his staff. My appointment was for 3:30 pm, and at 3:33 pm my phone rang as I was getting off the elevator. Let's hope he is as attentive with IRS matters as he is with finding out where his 3:30 was. Definitely not your run of the mill (yawn) CPA. He returns phone calls, answers all your questions, and gets you out the door with a minute to spare...this guy is good! Let me be the first to give him a well deserved 5-star rating!!

If you are in the market for a fabulous, smart & understanding accountant then go with David Berns…read more He has been doing my personal & business taxes for many years. I couldn't ask for a more qualified & intelligent individual. He is the best! Sue Knee ART 2 U

Finally a place I can go to and get a wealth of information without feeling overwhelmed. There are…read moreno sales pitches here. Alex and Greg are very passionate advisors informing and educating at every opportunity. As a novice investor, they are been very patient with me. I have a lot of questions about the financial markets since its all new to me. I highly recommend anyone who is interested in working with an financial advisor to sign up for their weekly newsletter at OptimistCap.com.

Ive been working with Matthew H. Siegerman CPA/Siegerman & Company for a little over 3 years now…read more. Andy and his team are great. They really make me feel like family and I trust them 110% Im very thankful and lucky I found him.

My family has been using Siegerman & Company for many years. Andy is very thorough and is always…read moreavailable to answer any questions we might have. I highly recommend Siegerman and Company for any accounting needs.

Very honest advisor for investment and Medicare supplements. He did my Medicare and supplements…read moreenrolment in 10 minutes. Very professional and knowledgeable

I have been Alejandro's client for more than 2 years. He found my husband and me a life insurance…read morepolicy that is affordable for us and has the same benefits as other competing life insurance policies. I am beyond lucky to have finally found an honest and caring agent.

We went to Aquin Financial so that my husband could get fingerprinted for his securities license in…read moreFlorida. Franz was the man. He was extremely professional and knowledgeable. He also had a lot of patience assisting with getting the fingerprints done accurately. His office is a little hole in the wall but sufficient enough for the job. Franz is also an insurance broker and real estate agent. A one stop shopping for all your financial needs.

Gina responded to my email right away and took care of my issue. Thank you Gina it was a pleasure…read moreworking with you.

Everyone here that I've spoken to has been knowledgeable and efficient. They answer the phone, get…read moreback quickly and do a generally excellent job.

Very professional and made buying my first house less stressful. I will recommend this company to…read moremy friends and family.

Everyone's polite every time I've called however my agent, I feel, has not really had our best…read moreinterest at heart. She has not "shopped" around for us and was not too helpful in assisting us in lowering our cost when we upgraded our entire house to storm windows and door thus the reason we may be looking for another agency/agent when it's time to renew our policy :-( Sadly too, our family/friends who previously had Rothrock & Associates (reason why we went with them) are no longer a client and we just might be the next to leave. Sad to report, Judy

Been working with Max for a while, very humble and straight forward person. I will be doing my…read moretaxes with him again this year. I recommend him. Thanks