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“Jeff is highly knowledgeable in this field. He offers 2nd opinion of your current investments and gives you the best options he has for you. Highly recommend doing a consultation with him!”
“Excellent service, God put them in my path at the exact moment and thanks to them the same day I applied for my work permit for the glory of God and their excellent work they approved me ? it's something not to believe but it's true, don't have doubts in their work, a lot of trust in them and in God ?? thank you Doctor Diana for helping me you are a blessing”
“Have known Jason for 20+ years. Definitely a hard worker and good guy. Florida is good stuff. Might have to have an office down there when my girls head off to college. At least for January-May....”
8AM - 5PM
3709 W Jetton Ave, Tampa
Financial Advising
“I recently had the absolute pleasure of working with Justin Rosen, Founder and Managing Partner of South Tampa CPA.I had an urgent matter that was causing me real concern. Mr. Rosen not only found the time to help me, during his busiest time of year, he displayed complete professionalism, an extensive knowledge of his industry and an impressive level of service. I’m so glad I was referred to him. He was a real lifesaver!”
“Chris is a unicorn in the financial advisor industry. He is a trustworthy, knowledgeable financial advisor who looks out for every aspect of my financial plan, from IRA to individual stocks to paying off student loans. I highly recommend hiring Chris to manage your money and assist you with your financial plan.”
“Julie is absolutely amazing, this is my second year that she has done my taxes and she has NEVER disappointed. I recommend to get your taxes done at loyal tax experts!!! 100% LOYAL!! Thank you Julie ??”
“What began as a new investment strategy, gradually became a valued friendship and space to discuss just about anything with an intelligent and charismatic human being. It’s not so much the investment tool as it is the interactions and relationship you have with your advisor. I would choose Travis with Hunter Sickle every time, no other company has even come close.”
8:30AM - 5PM
10015 Gallant Ln, Tampa
Financial Advising
“My wife and I have been a client with Sandy Morris Financial for over 10 years and they have managed our finances very well into retirement. Sandy, Steve, and Michelle are great and have been more like a family to us over the years taking care of our portfolio. Sandy has always remembered us over the holidays thanking us for being a client. They are all very accessible and we feel very comfortable contacting them anytime we have questions or need help with our finances. I highly recommend Sandy Morris Financial for your financial portfolio needs.”
8:30AM - 5PM
4304 W Boy Scout Blvd, Tampa
Financial Advising
“Aaron was so nice and helpful! He helped me roll over my old 401k's into an IRA. The appointment felt very personalized and I did not feel rushed into making any decisions.”
“We love that we have a physical office to support our needs. Dena has been invaluable with helping us with ensuring we have the resources to make financial decisions, including specialsts who van jump on a zoom vall and do one-on-one training. She has also been invaluable in dealing with paperwork. I just wish they could notarize documents, similar to other banks, for us.”
“Super helpful and nice staff.Some others have had trouble finding the location, but it isn’t that hard to find. It is in the building NEXT TO the grand Hyatt, on 8th floor.”
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“This year we were concerned as to how much we would owe (we pay every year). My wife and I couldn’t have been happier with the such small amount of taxes we had to pay. Thank you Brian and team.”