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    AllenThomas | Thomas Advisory Services

    5.0 (1 review)
    Closed 9:00 am - 5:00 pm
    Updated over 3 months ago

    Services - AllenThomas | Thomas Advisory Services

    Life insurance

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    5 years ago

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    Dershimer Insurance Agency

    Dershimer Insurance Agency

    (1 review)

    Was a customer for 13 years thru this agency for Universal Property & Casualty .Had my first claim…read moreJune 2020 because of storm surge damaged my attached patio.Took 2 weeks to get an appraiser to look at it and then I could not get anybody to call me back. Dershimer agency would not not even return my call (Dave or the Supervisor) even as I continued my policy payments. No contact for 90 days then on the 100th day after I called my Dershimer rep, she told me my claim was denied and emailed a copy of a denial letter dated 8/10/2020 that I never received. Funny how nobody would follow up with me on this or try to keep me up to date. VERY unprofessional as a business. I even asked several times to have Dave Dershimer personally return my call but that never happened. Do not do business with Universal Property & Casualty Insurance or Dershimer Insurance Agency. Keith Smith

    From the owner: Dershimer Insurance Agency has been serving Polk County protecting people and property since 1977…read more We are independent agents and are free to choose the best carrier for your needs. We follow through when you have a loss to make sure you get fair, prompt payment and service. We offer comprehensive plans from a carefully selected group of financially strong carriers and have you covered for Auto, Boat and Marine, Condominium, Flood, Homeowners, Life, Health, Disability, Dental, Motorcycle, Renters, High Net Worth Coverage, and even Pets. Call us today for a quote on the perfect individual or family plan to fit your insurance needs.

    Lynco Financial & Tax Services - Lynn A. Schmidt, EA, CTC

    Lynco Financial & Tax Services

    (1 review)

    I cannot speak to their quality as accountants, simply because we never got past the initial phone…read morecall. I am new to the area and was looking for an accountant and also some advice on financial management. I explained my needs to the girl on the phone, I believe her name was Christine, the immediate response was "we require a $250 deposit". I was taken aback a little. I was not opposed to the deposit, I would not mind giving the deposit prior to them doing work for me, but do they understand this is an interview process? I may not want you to do work for me, or you may not want to handle my finances. That is what an initial meeting is for. It was explained that too many people have them prepare taxes, then claim they have no money. Fine, require the deposit when work is requested, or don't release returns without payment, but don't lump me into a group with deadbeats in the initial phone call. Meet me first, find out I have a near perfect credit score, see that I have a pretty healthy account balance, contact my previous accountant, see if their bill were paid. Then when I bring you all my paperwork, explain that you generally require a deposit. I would have happily given it at that time, but let me see you are worth it first. If the customer service presented at the initial call is indicative of how they handle their clients, then I would find another accountant.

    From the owner: Are you overpaying your taxes? Why? Do you have a plan for a comfortable retirement? Why not? Do…read moreyou own a business? What keeps you up at night? Don't let the tax code beat you down. Lynn loves interacting with a variety of families and business owners to turn complex tax laws into understandable strategies. As a Tax Coach, Accountant and Financial Advisor, Lynn utilizes her specialized training to develop proactive strategies to help you, your family, and your business KEEP more of what you make and SAVE more of what you keep. Lynn can make the tax code work in your favor to take advantage of every available tax break! Lynn believes in educating clients as to their opportunities and works with them to help them experience what they value most in life by making smart choices about their money. Specialties: Enrolled Agent, Certified Tax Coach, Certified Fund Specialist, Certified Senior Advisor, Accredited Retirement Advisor, Fellow - National Tax Practice Institute Serving ALL of Polk County, including Winter Haven, Lakeland, Haines City, Lake Wales, Auburndale, Polk City, Bartow and Lake Alfred. We also have tax, business and investment clients across the country!

    AllenThomas | Thomas Advisory Services - financialadvising - Updated May 2026

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