Phil Wasserman has many years of experience providing insurance and annuities to his clients all…read moreover the United States. He is considered an expert and has trained several thousand insurance agents. Phil is very knowledgeable about different insurance and annuity products and is able to devise solutions which protect his clients savings and that also provide a safe, reliable income stream in retirement. Phil also possesses special expertise in taxes and has been able to help many of his clients save a tremendous amount of money on their taxes. Phil is a careful listener and works hard to find or create customized financial solutions for each individual or family he works with. I have known Phil for more than one dozen years. I always find him to be personable, friendly, knowledgeable and informed. If you or any of your family members have an interest in insurance, annuities or retirement income, you owe it to yourselves to request a meeting with Phil Wasserman. You will be speaking with a true expert who always keeps your best interests in mind.

You will thoroughly enjoy a Phil Wasserman Seminar! He is extremely straight-forward, has a…read morewonderful sense of humor and is a consummate professional! You will learn what the "competition" will not tell you! Highly recommended!

Mark did my Taxes for years and I was always beyond satisfied…read more I moved to Tampa but I still take the 2 hour drive so Mark can do my taxes. I'll see him next week.

I stopped by the office at 3:30 on Friday to drip off my tax documents . I had never met Mark he…read moresaid "" i have a few minutes , lets go to to the office " He had my taxes finished in less tjen 30 minutes .. even addressing a glitch I had in Utah . Great conversation , amazing service , I left there relieved to have them completed and beyond happy to have met Mark .. fantastic experience .. 100 stars !! Deb Renard

After looking at many firms, once we moved to Florida full-time a few years ago, we chose Landsberg…read moreBennett. They are extremely professional, thorough and treat us like family. From Michael Landsberg to Lew Bennett to our advisor Flor Mateen, we are very satisfied with our team. We are well on track to achieve our goals and could not be more excited about the future. We highly recommend Landsberg Bennett Private Wealth Management..

Lew and team is always attentive in whatever we need. Appreciate their efforts to make every as…read moreeasy as possible.

Mark was awesome! He provided some great direction for this upcoming year with our finances. Very…read morepersonable both he and his staff. Wld highly recommend this business for your taxes. Thanks Mark

As a local business owner, I understand the importance of customer service and the value in "word…read moreof mouth" and typically would never leave a negative review without first having a discussion with the source. However, my experience with Hough & Co. has been exceptionally stressful and expensive. Fortunately I have a bookkeeper who manages both my business as well as my personal finances. She basically keeps everything organized, manages all the data entry in Quickbooks and then shares the ledger with the accountant once per year to file our year-end taxes. Believe me, she's worth every penny. (Even the Hough & Co. accountant commented on her organizational skills upon seeing my business's QuickBooks, and asked if she takes referrals.) Yet, having her provide accurate documentation in a timely manner never seemed to expedite the process or elevate any costs for his CPA services. Honestly, since 2018 my taxes have yet to be filed on-time despite my best efforts as a client. Delays occurred often in the 3 years of working with Hough & Co. Tax extensions were filed on my behalf and my business was changed from an LLC to an S-Corp filing without any prior explanation or authorization/my approval. (Although "it may be in the best interest of the business", it's ultimately a decision for the owner to make - not an accountant.) The last and final disappointment came (June 2022) while in the midst of acquiring financing for a mortgage and undergoing the underwriting process (which as a self-employed, single individual can be challenging and stressful in and of itself); I learned that yet again my previous year's taxes were not ready to be filed. Unfortunately, due to the urgency of the situation I didn't have additional days or weeks to wait for financial information that was shared with Hough & Co. back in Feb 2022. At the time, I already knew I'd be forced to expedite documentation (once again having to hand deliver my taxes to the IRS). It became very apparent I needed to make a decision and I sent an email notifying my accountant at Hough & Co. that I would be taking my financials to another firm to ensure deadlines and responsibilities would be met. At which point, the accountant reacted defensively to my decision; stating he felt very insulted by my email, followed by calls from his office - as though the situation was personal. It wasn't personal, it's simply business. I hired him to do my taxes, and after realizing he was unable to complete them in a timely manner, it was necessary to make a change. (For the record) Less than 48-hours of our meeting, the new accountant was able to complete and finalize both my business and personal taxes and I'm grateful to announce that I was able to close on my home. Hough & Company's inability to properly communicate or follow through on commitments was unfortunate, yet receiving a $2000 invoice for those "billable hours" without providing the work he was hired to complete is not exactly ethical; yet will be paid (because karma is real).

Reviewing the service of Lucas Pastuszka…read more Lucas is an attorney with deep expertise in the crypto world. I contacted him with a concern that I might become yet another victim of a crypto scam. I described my concerns in detail and found him, at all times, to be very empathetic, warm and service oriented. He immediately made me feel comfortable to trust and work with him on the resolution of this issue. Lucas contacted me several times with sage advice on how best to deal with the issue. It is clear he is a valued expert in this field and his knowledge and suggestions have enabled me to solve this problem without getting scammed for a lot of money from a fake crypto source. I can recommend him without reservation. You won't be disappointed!

I'm beyond grateful to initiate crypto for setting me up with my account and for introducing me to…read morethe world of Crypto. The idea of investing in cryptocurrency overwhelmed me and I proceeded with a lot of caution at first, but with the help of Lucas at Initiate Crypto, I was able to get set up quickly, felt comfortable to begin investing right away, and have since been happily watching my investments grow. Every question that I had about cryptocurrency.... and there were quite a few (i.e. how it functions, how to buy/sell cryptocurrency, the cryptocurrency benefits and the cryptocurrency risks)....Lucas was able to answer every single one. He is very well informed on not only cryptocurrency in general, but also the latest crypto news. If you're genuinely interested in investing in cryptocurrency, but feel way in over your head, have a lot of questions about it, and don't feel equipped to do it all by yourself, I highly highly recommend Initiate Crypto's invaluable services to guide you through getting set up. I'm very grateful to Initiate Crypto and Lucas for giving me the strong foundation necessary to navigate the world of cryptocurrency with ease and excitement.

Steve, Karin, Tyler, Heather and Dana have always gone out of their way to make sure all of our…read morefinancial needs are met. We were fortunate to have found SRQ Wealth!

I've known Amy at SRQ Wealth for years, and while I'm not a client of the firm, I've greatly…read morebenefited from her advice, especially regarding the differences between Roth and traditional IRA savings, both for myself and now for my daughter, who is working full-time. Much of the insight she's shared comes from her deep experience at SRQ Wealth, and it's had a meaningful impact on how we approach long-term financial planning.

I am very pleased to give Tim and the Coastal Life Solutions agency my highest and most…read moreenthusiastic recommendation. I don't think anyone ever wants to go and see the stereotypical insurance salesperson. Tim is the complete exception. He demonstrates genuine concern for you and your situation in life. He then works constructively with you to determine the end result you are seeking works with you to make those goals a reality. No pressure, but the knowledgeable and helpful expertise you would receive from a friend. Particularly if you happened to have a friend with decades of solid experience in the field. I strongly encourage you to go and see Tim. You won't be disappointed.

Dave has been my accounting advisor and tax preparer for many years. There is no one better for…read moresmall business . Gary David Horn

Dave cut some corners doing our taxes this year. It saved him some preparation time but it meant we…read morepaid extra to the IRS. Beware.