This is a review of Terri Novitsky. She did a wonderful job of not only knowing the market but…read morealso staging our house. She is a true professional. Highly recommended.

Tiffany - whom I had the pleasure of working with - is amazing - she really takes care of me - as a…read moreclient. She does what she says in time - great speed, great service!!! Thank you!!!

Brian was phenomenal when working with me on my taxes, which included relocation. When I asked to…read moredouble-check the amount of return (because it was larger than expected), he had 3 additional CPAs review the information to confirm. Easy to talk to, honest, prompt, and accurate. He has my business for life.

My husband and I have a relatively complicated tax situation due to our small business, and moving…read morefrom Oregon this year. Brian and his team have been so amazing to work with! He makes everything so easy for us, and is very clear with his explanations. I appreciate his timeliness, and attention to detail. We are so grateful to have found Walter Sanders, and trust that we are in good hands.

Mark Vernick and his staff are amazing. If you need direction and not sure of what to do with your…read moremoney or how to make it stretch then you need to give Mark a call. He is excellent at looking at the big picture and advising you as to what to do and where to invest. He is the one I trust with my retirement money. He is probably the most qualified certified financial planner I have ever met with more letters behind his name than anyone I know. He is very educated and uses that to help you make educated decisions. Give Mark a call.

Race Walker is fabulous! He really listens to find out what your financial goals are and then…read moregives suggestions to help you reach those goals. He works very hard for you!

Don't look any where eles the Holland Group is the BEST!!!…read moreThe owner her self took the time to call me and set me and wife up with the best person to handle our goals. Roy contacted me and was very professional and freindly and transparent. He know what he is doing and took a lot of his time to listen to my needs and wants and really understood how he could help us reach our goals. He knows his stuff and put together a great portfolio that with Gods will... we will surpass our goals. Everyone at the Holland Goup and Especially Roy made us feel comfortable and confident in trusting them. Super nice, super professional and super compassionate. I feel like a made a friend not just parterned with a financail adviser. JUST TO BE CLEAR!!! I did try to contact a different company before coming to the Holland Group, so I was a little scepitical. I made the mistake of contacted another company fist and after meeting with a representative of that conmpany in person... I was going to move forward but had some questions. So, we set up a second meeting, the Guy from this company called to cancel the day of the meeting. So, we recheduled a zoom meeting, on the day of the zoom meeting.... I still didn't recieve the link so I called and he appologized and rescheduled the zoom but missed that one too. So, I called him and left a message and said that... I did not want to do business him and calle the Holland Group. The Holland Group is the best decision for your financial future. We are at the begining of our journey with the holland group and will leave a follow up review in a year from now.

This is our first time having a financial advisor, and we couldn't be more pleased. They are…read moreaccommodating, beyond knowledgeable, and really helped us get set up for a successful retirement in the future. Roy is truly caring and intelligent and takes his time to explain everything. Highly recommend.

I am still learning how to trade but extremely impressed with Trading Academy overall! The…read morestudents are the first concern and much time is taken to be sure you understand the "how to" and if you need one on one, just ask and all the instructors are there! Last night I was in a practice lab, and the Student Support Specialist, Braden Amerman, sat down with a student and patiently walked through all the steps one by one. It was amazing to watch and I listened in too! Picked up a few more hints and will continue learning. Have a way to go before I begin trading but feel this is the perfect fit for me and I will achieve my goals!

Called to schedule a seminar... customer service agents are SO rude and even hung up on me twice…read more Makes me feel like this is nothing but a scam. I wouldn't recommend just because I've read that later they want to charge you hundreds of dollars when they tell you it's supposed to be free. I keep receiving harassment calls and letters in the mail when I've been asked nicely to be taken off the mailing list, the person on the other line goes "Sure" and hangs up...what kind of joke is this? DO NOT WASTE YOUR TIME.

Excellent wealth management firm in Clearwater, FL for retirement planning, fee-only financial…read moreadvice, and tax preparation. Parker and David are both Certified Financial Planners and Chartered Financial Analysts. Check them out!

From the owner: Successful Portfolios helps clients manage personalized investment portfolios designed to create…read moreand protect wealth. We help our retired clients plan durable, secure income from their retirement nest egg. Our licensed advisors are well-trained and ready to help you craft a portfolio that meets your near- and long-term goals. For your choice and convenience, Successful Portfolios participates in the independent advisor programs at TDAmeritrade, Scottrade and Interactive Brokers. We accept discretionary and non-discretionary advisory accounts. Our compensation arrangement is simple, reasonable and investor friendly.

I have been investing with Tom Kimler for many years. He is very knowledgeable and takes he time to…read morelearn your financial goals. I sleep soundly knowing my investments are performing within my expectations.

From the owner: I specialize in retirement planning and implementation.read more

I've been very happy since moving my investments to Marc at Premier Planning Partners. The…read morecommunication is great, I trust Marc and his knowledge of the market and my financial needs, and my own investment has grown well since being with him!

I have worked with Marc D'Elia recently. He was able to show help our company with our life…read moreinsurance. Thanks Marc.