Financial Advising near Largo, FL

“ADDENDUM: 2-12-24I must add the TAX PREP service to my review, which has proven the best we've ever experienced. MFP's owner, Chris Mavrakos, has gone above and beyond to find us ways of saving on our taxes each year. MFP's staff know the tax laws and know how to put them to work for you They've proven to be far better than any accounting/financial consulting firm we've ever used. They continue to be THE SOURCE for all things financial -- including tax prep. Have them help secure your financial future. You will not be disappointed.--------------My Original Testimonial:We've been to the big corporate financial houses over decades and we were continuously disappointed for their lack of personal service. After being referred to MFP by a mutual friend - our investment portfolio took a radical turn.We started to see an investment strategy based on solid research. That and our CFP's knowledge and experience advanced our portfolio to new heights. And a philosophy focused on CUSTOMER DELIGHT rather than that tired, old baseline customer service.Yes, we are delighted with MFP. Its owner, Chris Mavrakos, handles all our financial needs. And it's a family business with daughters Jordan and Taylor, both very accomplished as well. And the support staff is very conscientious and always accommodating to clients.At MFP, we always feel like part of the family.”

“Myself and my parents have been going to Jeff McAvaddy close to 20 years. When my father passed in 2018, jeff handled everything in regards to the trust. He was very prompt responding to emails or phone calls as he assisted me through some difficult times. And offered correct information regarding some things that out attorney told us otherwise. Whether it is tax time or not, I can reach out to him and always know I will get an answer.”

“I continue to be impressed by the professionalism of the Maggi team. I've relied on them for years for nearly all of my financial needs: both personal and corporate taxes, retirement account, medicare coverage, and so many other smaller needs. I know I can always count on them. Whenever I contact them, I get a call back that day or the next. I cannot recommend Bobby and his son Chris enough and have so with several of my close friends, all of whom have nothing but good things to say. No matter what your financial needs are, Maggi Tax is top-notch.”

“Her trading is second to none, charlotte wayne has a successful mindset alongside superior technical knowledge. Amazing work culture, everyone is willing to invest with her because she makes good profit and of over $12,050 with just minimum of $1000 in 7 days. Info below, connect with her if you are having difficulties in the forex market. +39 351 0937250 Email: [email protected]”

“I was looking for cost effective tax preparation for my business when I came upon Fredrick James Accounting & Tax Consulting. What I got instead was a trusted business advisory team that consistently goes the extra mile to help you succeed and to get things done right the first time. "Right the first time" is key for a small business focused on containing costs. Fred and Crystal Daus head up very personable team of professionals dedicated to your business' success, getting things done on time, done very well and providing exemplary customer service. No matter what the issue, I'm never alone.”

“Amazing group of people to work with! They helped me to consolidate several old 401Ks and got me set up with a Roth IRA. They assisted me throughout the whole process and made sure that I understood exactly what was happening. My husband and I are not high earners, but they treated us with a lot of respect and I never felt that I was any less of a priority. Very professional and knowledeable staff.”

“Nicole French has been an exceptional. Her insights and guidance have led to significant growth in my portfolio. I highly recommend her services for anyone seeking reliable financial advice and results.”

“Great culture, Meaningful Work, Generous Benefits, Decent amount of PTO, Work/Life balance very good ..in my opinion this is easily one of the better companies to work for in all of Florida!”

“Larry Buck has been managing my retirement money since I retired in 2017. Initially I had my money split between Edward Jones and another firm. Larry outperformed the other firm dramatically, so I moved all my investments to him. Since then, my money has steadily been growing, and has consistently outperformed the market. Larry has always been very professional, honest and informative. He called me the same day the market took a major down turn in 2018, and explained his strategy to recover my money. He not only successfully recovered my money, but quickly exceeded it. I especially like his personal touch. He includes my wife in our reviews of my account, and spends time explaining what changes he recommends and why. He also plans for our future. I am completely satisfied with his professionalism and performance, and plan to remain long term with Larry Buck and Edward Jones.”

“I went in today for help in transferring over an IRA from my late father who passed away last month, when I arrived Isiah (one of the financial associates working at this branch) assisted me and immediately solved all my issues and answered all my questions. So far I’ve scheduled a follow up meeting with him and his associate to come up with a plan moving forward. Im happy to say I’m moving forward with Schwab!”

“Fidelity isn’t a bank more of investments. Sure they have a cash management account you can use for direct deposit but all this transactions you guys are trying to do isn’t going to happen. Everytime you need to you can call them they answer. You will get fidelity on the phone, it may not be in exactly Clearwater but you can get them on the phone and any transaction you can imagine is on the app not in person like your local credit union. That’s where the frustration is coming from.”