Eddie is a super smart professional who seems to do it all in the financial realm. He is a…read morefinancial planner, investment advisor, and a tax professional. His broad array of expertise can help you see the bigger picture: what to plan for and how to do it. Plus he is a very personable guy, so it's easy to talk through things with him. We have used him for a couple of investments as well as tax prep and found everything to be extremely organized and professional from start to finish. Highly recommend him and his firm!!!

Solid service, very professional. Used them briefly but was pretty happy with the results. Easy to…read moreget in contact with.

I had a time sensitive matter that I needed CPA advice on. Even though it was the weekend, Erik…read moreresponded within an hour, we were able to schedule an appointment same day, got some of my questions answered, then Erik sent me a follow up email the next morning (Sunday morning) with all the questions answered!! I greatly appreciate the timely and detailed response and customer follow up!!

Responded quickly and was very helpful when it came to explaining our situation to us better then…read morewe knew ourselves!

I have known Richard Sazonoff since 1995. He has advised and provided for my wife and me on our…read morelife and health insurance needs since then. Richard has always been professional, knowledgeable, experienced and responsive. He has also become a friend that I can count on for objective advice regarding our insurance needs as we mature into our senior years. If you need a source you can trust to advise on your insurance, Richard can be that source. Peter Kamberos

I have worked with Rich Sazonoff for over twenty-five years, planning and then implementing my…read moreretirement plans. All my IRA accounts were set up with him and have proven to be quite valuable in my retirement years. He also helped arrange Long-Term Care Insurance for both me and my spouse, which, hopefully, we will never have to use. Rich is very trustworthy and always willing to help. He answers calls and emails promptly and knows the business very well. Without hesitation, I can highly recommend Sazonoff Insurance Services for all your insurance and retirement needs.

I would recommend this company. I am so impressed with their dedication to their customers and how…read morethey get things done. I started with them as a result of some business tax matters which ultimately became personal. They made the process easy to understand and guided me through the process. They made me feel as if I matter and were concerned about getting the job done right and in a timely manner. It is never easy when you are dealing with financial difficulties; however, if I were ever going to recommend an advocate, it would be Safe Harbor Financial Consultants.

Exceeded expectations!…read more I'm surprised this firm isn't reviewed here. Mr. Patel is very knowledgable. Explained and addressed all the issues after I received notices from the IRS for my sales tax issues for my business. I went to three CPAs to interview them and they most seemed to lack deeper knowledge regarding the notice and all wanted me to sign on retainers to even start to look at the issue in detail?? Here I was explained the larger issues and how we can prevent similar incidents from occurring again on my first visit. I ended up with a clear standing with the irs and state and signed on an engagement for my regular accounting and taxes I recommend anyone with a small business to pay this office an interview visit and see for yourself! Happy client. Highly recommended.

From the owner: Currently servicing Small Businesses and providing top quality financial solutions. Call Us Today…read moreand schedule a consultation with our expert CPAs. Now Accepting Clients For Income Tax Preparation

Great customer service here. If you need auto insurance fast & don't want to pay too much,…read moredefinitely call Universal Insurance. I definitely recommend.

Getting insurance was easy. Called in, got info and worked with a very nice woman named Brenda…read more Very professional. Walked in and out very quickly. Best prices in the area. Highly recommend.

I met with Robert and he reviewed my homeowner's policy. Upom reviewing the information, he found…read morethat I was not currently covered for many of the items I would libale for. Robert took the time to review my condo policy, etc. and found me a new policy that provided me the coverage I needed at a savings. Highly recommend him!

I have known Stephanie for years and she is an excellent financial planner and advisor. I trust her…read moreimplicitly and highly recommend her.

Over a year ago my father passed on. Following his passing my mother inherited his 401k. She did…read morenot know much about it and lets me manage it. But unfortunately I wasn't 100% on what we had. I felt overwhelmed. I figured I needed some additional help on what to do. I approached Martin at Woodfield Financial Advisors. He broke it down and told me what needed to be done in easy to understand steps. Martin gave me the advice and confidence I needed to fully understand what I needed to go forward.

During 40 years of total association and trust with WFA associates, I have never been disappointed…read morein any of their decisions through all of the various market fluctuations. The best in my book.