I had been seeking for a firm which I could entrust with managing my investments. I was had been…read moretrying 3 other firms prior to this, and I did not feel they were working FOR ME. In mid 2018 I proposed they manage 40% of my IRA and I will manage the other 60% and see how they compare with my management, and they agreed to do so. I did fairly well, but they did it a bit better, so I felt confident with them taking over all of my IRA and two other portfolios in early 2021. The main reason I did that was to manage my investments for Betty, my wife, should I pass away. AND they did fulfill their commitment to reduce their fees from 1.5% to 1% if they grew their customer base, which they have. But not only due their management my investments but they offer many other services to advise their clients regarding life planning, taxes, etc. And to enjoying living while they are entrusted to handle my investments. A FULL service not just investment advice. I strongly encourage others to entrust HD Money as I have.

We had been with Well Fargo Advisors for several years…read more However, the move to HD Money was the very best move we have ever made. The whole team stays on top of the market and watches your accounts as if it was their own. We just wish we knew about them sooner. Never been happier with the results we have had even in the bear market. If you are not pleased with your advisors, call Stuart today for an evaluation of your account. Frank and Phyllis N

I was in the financial industry as a registered sales assistant based in Bradenton / Sarasota for…read more11 years. I worked with MANY advisers that I would not put my investment trust in that were very high levels in their firms. Many go with the newest trend, highest pay out this week, not really putting any individual effort into their clients. One investment does not fit all! There are less than a hand full of people that I would trust with my personal investments and Evan and his group are the ones I decided on. I have known Evan and Jaime for over 15 years and I fully trust them when they give me advice. Meet with them. You will not be disappointed in their knowledge or personalized investment advice.

Extremely disappointing experience, especially given my family has used this office for over a…read moredecade. I met with them in December and was told they were happy to take me on as a new client, with clear guidance that documents could be emailed. I submitted the majority of my forms on 2/16 and clearly communicated that one document was still pending. I uploaded the final form on 3/11 and followed up on 3/16 to confirm receipt--no response. On 3/24, after continued silence, I called the office and was told my return would require an extension and would not be completed by the deadline, which was surprising given how early everything was submitted. That same day, my parents--who have been clients for over 10 years--went into the office and were told that my return was being worked on. On 4/3, I called again for an update and was told there was no clear timeline. When Sam called me back, he admitted he had not even started my return, estimated "next Friday most likely," and then told me to "stop calling" the office. I only reached out a couple of times due to the complete lack of communication on their end. For something as time-sensitive and important as taxes, this level of disorganization and dismissive communication is unacceptable. Update: After posting this review, the firm dropped my parents as clients despite their long-standing relationship of over a decade. While businesses can choose their clients, the timing and handling of this situation further reflect the lack of professionalism and client care described above--especially during tax season.

Excellent, friendly service! Sam, Bob, and their team have always been reliable partners for us…read moreboth for our small business as well as personally. I can't recommend them highly enough.

I have had Carol helping me with my business and personal tax returns for about 3 years now and she…read moreis awesome. She has made tax season so easy for me and has helped me maximize my deductions. Highly recommend her services.

Amy and her team are very knowledgeable, thorough and very pleasant to work with.read more

My wife and I just bought our first home, and we had the great pleasure of having Amy as our…read moremortgage loan originator. We first contacted her a year ago about the possibility of us purchasing a home and even when it was so far away, she still gave us plenty of guidance and information to get the process started. In April 2022 when we finally were ready to purchase a home, she continued that same excellence she had already shown us. She was quick with communication and never hesitated to elaborate further on anything we had questions about. Week after week, she was still taking the time to communicate with us daily and making sure we were cleared to close. She never made us feel like we had silly questions and worked with us every step of the way in making sure our finances were documented and our loan was secured. We could not have asked for a better person to guide us through the process of securing a loan and purchasing our first home. Thank you so much Amy!

Theresa Lundine was our Fiduciary and totally went over our entire trust today with us and we were…read morerelieved to know we were in good hands. We feel at peace and secure. Thank you!

Teresa Lundine was the best. She explained everything and made sure we were 100% satisfie.read more

I highly recommend this agent/insurance. I have auto and rental insurance. The service is…read moreoutstanding. Thanks for all you do to keep me protected.

this is the greatest insurance agent ever and in moving from ca to il to fl i have met with quite a…read morefew. they underwrote my car insurance as well as overseeing my life and for that i am very grateful they listened to each email that i submitted and when i had a fear about an expired license tag plate from ca they said not to worry that fl dmv would take care of the change from ca to fl which was done so incredibly well they are there for all of us who live in this region so if you are without a reliable agent here in central florida go and get to know this dedicated staff. because of them today i have my fl plate finally on my car and the right amount of car insurance for the value of a very old vehicle! thank you again state farm of apollo beach! "like a good neighbor state farm is there" and for me they always have been since i moved here from out of state!

This is the only place we go for just about everything financial related. We pay our bills, money…read moreorders, everything. The people are professional but also caring like they honestly care about how you and your family are doing. The manager is straight forward, no BS and goes above and beyond for her customers. The store is always clean and you feel safe to do business there. We refer everyone we can and will always use this store.

Very great and professional ladies. The service is excellent and they offer candy and waterread more