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    Zappitelli Financial Services

    1.9 (18 reviews)
    Closed Closed
    Updated 2 months ago

    Services - Zappitelli Financial Services

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    7 months ago

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    1 year ago

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    1 year ago

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    2 years ago

    $244.00 for a simple 1040 tax return? No upfront pricing! Simple Ssdi income and 401k withdrawals!

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    2 years ago

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    1 year ago

    expensive..lady that takes your info at Mentor on the Lake is very nice...hard to find a website that lists hours ACCURATELY..

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    3 years ago

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    5 years ago

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    6 years ago

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    5 years ago

    Don't go there they are scamers. Don't do the taxes with them,they messed up my taxes and they put the fault on us.

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    5 years ago

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    8 years ago

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    9 years ago

    I have been using their tax preparation services for almost 10 years. Laura is the best. Super efficient and accurate. Never had a problem.

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    5 years ago

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    9 years ago

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    7 years ago

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    10 years ago

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    9 years ago

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    Lifeguard Financial

    Lifeguard Financial

    (6 reviews)

    In 2024, I wanted a fixed annuity for 3 to 5 years with the then interest rate of 5.5%. Gainbridge…read moreand other on-line annuities offered such products. Tony Newman told me that he would put my $ in such an annuity. He did not. My interest rate was only fixed for 1 year out of 5 years. Mr. Newman and Lifeguard financial did not listen to my investment desires in 2024. Mr. Newman tried to "make it up to me" by sending me a free T-shirt and some pens. I was told that Mr. Newman also sent me a fruit basket after I told him I would be out of town for several weeks. The fruit basket rotted on my front porch, was half eaten by animals, and I came home to a large mess that I had to clean up. Once again, Mr, Newman did not listen to me. At my 1 year renewal in July 2025, Lifeguard financial sent me the renewal documents to sign with 70% of my investment in a 1 year S&P500 index. At this time, the S&P 500 was at an all time high. Why would anyone want to lock into a S&P500 index at an all time high? This was also not the investment that I wanted. For the 3rd time, Mr. Newman and Lifeguard financial did not listen to my investment desires. Therefore, if anyone wants to invest your hard earned $'s with an annuity salesman and company who won't listen to you at all, Lifeguard financial may be the wealth management company for you!

    I have been a client of Lifeguard for over 8 years having retired in 2017. My goal was to protect…read moremy nest egg as much as possible with growth upsides. I am happy to say that my goals have been met with Lifeguard. Tony and his associates are responsive to my needs and questions, and provide needed guidance when issues arise. I am very satisfied with their performance, and I highly recommend them to those in a similar situation concerning their retirement funds.

    Zappitelli Financial Services - notaries - Updated May 2026

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