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“Joaquin was incredibly helpful over the phone today. I needed support regarding one of the creditors that I’m working with through ACCC and he provided me with accurate information and instilled me with confidence because we were able to develop a plan of action. I’ve been working with ACCC for the past 2 years and my entire experience has been positive so far!”
“I've had the privilege of working with Jacob Dean on my financial planning. I am not at all savvy with investments and management and Jacob has been great with explaining my options and guiding investments. I have been very pleased with the results progress towards my retirement. I also had questions about setting up college fund for my granddaughter and he showed me options that I could choose from to best meet our needs. I would definitely recommend their services.”
“Don Fallenbaum CPA has been doing my personal taxes for years. Other family members have their personal and business taxes done by Fallenbaum CPA also. I highly recommend Don and his advisors for any personal, business and/or financial advice or planning.”
“Dennis is an exceptional advisor. My experience with Dennis and his team has been wonderful. He cares about me and takes time to personalize my financial life and investments. He provides me with abundant information to help me make informed decisions. I was tired of dealing with big banks and Dennis exceeded my expectations.”
“Generally excellent, Legit, Kind, and reality based. My representatives Samantha, and then Adriana were always available and willing to work with situations and compassionate and professional”
“Very efficient and proactive. Every time we need something, they deliver in a timely manner. We are really happy with their services, that is the reason why we have been with Pangea since 2018.”
“This company is excellent in every way, reliable, they help you throughout the entire process and make everything so simple. The entire team and Johanna, an excellent and professional person, I recommend them 100%”
“The accountant Luis is awesome he really cares about your concerns and why you need the loan and what I wanted to do with the loan.I just went on and on because Im very passionate about my business he didnt brush me off we had some bumps in the road he didnt get frustrated with me he maintained a compassionate professional attitude all the way through the process. We need alot more of peolpe like Luis thank you for being great and going above and beyond to help your clients!!!!”
“Dawn Tyson As my customer service representative today was amazing she really help me out with my device. Showed me new things to ale it easy for me too loveeeeee it great work keep it up.”
“Morris is an excellent & knowledgeable professional - he came into our business in a time where we had nothing in place & he completely built a financial plan, protection and strategy for our business. We feel happy knowing we are in great hands. 100% recommend.”
“I have been a client at Charles Schwab, Coral Gables for several years and find that their services are excellent. The front desk (Aimee) always greets with a smile and is very knowledgeable. She goes out of her way to assist and is very resourceful with a vast understanding of financial banking. The financial advisors are readily available to discuss our concerns especially with the increase in market volatility.I look forward to our continued relationship !E. BetancourtCoral Gables”
8:30AM - 5:30PM
255 Alhambra Cir #333, Coral Gables
Financial Advising
“Life will surely teach you lesson before you will experience the good part of it , I have a bad experience falling from one scam to another until I read up a post about Mrs MICHELLE MILDRED, i was still in doubt kept seeing many testimony's of her good work so I was convinced and decided to give it a try and I gave in my last shot and invested $1000 for a start,she really played her own part of the deal as she promised me, now I have gotten my second withdrawal without paying for other charges fee like other account manager, If you are searching for an honest account manager, search no more and add up Mrs MILCHELLE MILDRED who taught me all I needed to know, thank you mam and may you have strength to continue to help others like you did for me.”
“I was impressed with the advice I received from my advisor Daniel Perez, but think it could've been a little more thorough. He was very helpful in having me transfer some additional funds I had in a lower yielding savings account into much higher yielding SIPC insured Money Market funds. Very knowledgeable and helpful overall as were the other staff there. The office location and layout are beautiful. Things that could be improved are to have a receptionist in the lobby to check you in, greet you etc, and that the advisor takes a little more time with you. I felt a bit rushed. Decaf coffee in the free beverages would be a plus as I'm sure many clients have to watch their caffeine intake. Overall a postive experience and I'd recommend them, but would just like to feel less rushed and have other potential investment asset allocations explored.”
“First off I like to apologize to two employees after speaking to one ms. Meeks. I have no dependents and my return was about $800 and change before the fee after she did her did her magic touch I went from 800 to $3200 or more. I was so wrong how I came at them. Because all of them go above and beyond but ms. Meeks has Godly fingers she told me she pray over all her returns. People get upset because they want it their way(I’m guilty of that) all it takes is effective communication! Stop by there’s and they can give u how much you supposed to receive and what every they try so sorry . is a great job.,because I been goiing send my docs via email. I apologize to the one a both of you. God bless”
“As of this post, everything is going well, although some processes can be greatly improved, such as being able to receive passcodes by email, clarifying certain services, and other details.”
8:30AM - 4PM
100 SE 2nd St, Miami
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“I can't recommend Ebenezer Tax Services, Inc. highly enough! Mr. Ernice Joseph made what could have been an overwhelming and stressful process smooth and hassle-free. His attention to detail, expertise, and friendly demeanor put me at ease. I felt confident knowing my taxes were in capable hands. His professionalism and dedication to his clients truly set them apart. I'll definitely be returning next tax season!
Happy tax season. ?? ?”