We are grateful to Chuck and his team at Hidden Wealth for all they have done for us. Like many…read morepeople who invested in the 401K plan came the haunting realization how this was actually going to backfire on us come RMD time. We sought help from other financial advisors but always felt like we were given partial solutions, nothing comprehensive. But Hidden Wealth did. They gave us a plan to grow our wealth while mitigating taxes with options we didn't even know were available to us. The Hidden Wealth team has always been very responsive to our retirement inquiries and concerns. We have been with Chuck and team for a few years and can't say enough praise for what they have given us - peace of mind and a direction.

Very professional and amazing tax preparation. The advance loan option was easy and quick. I highly…read morerecommend. I have been filing taxes for 35 years and was very impressed with Tiffany and my 2020 tax return.

I have been working with Yvonne since the beginning of the year to consolidate my retirement…read moreaccounts and set myself up for the future. She has worked through a spiderweb of info to put several different "pots" of investments into a new product to last my golden years. Her patience has been invaluable since I brought a complicated case for her advisement. So far I have been happy with her services. They can also help with Medicare options if you are retirement age.

We have had a positive experience working with Nadia Tupikina. We moved to Florida from a northern…read morestate at the end of 2023, and one of the most crucial issues was choosing the right health plan in time. The situation was complicated by the fact that I am already retired, while my wife continues to work, meaning we needed two different plans. Moreover, we were alarmed by information suggesting that the level of medical care was low and insurance would be unaffordable. We conducted research on social media and asked friends who had been living in Florida for a long time, and without hesitation, we chose Mr. Tupikina. We were not disappointed, as he meticulously analyzed our situation and preferences. I believe if we were to add up our countless video and phone calls, it would amount to several hours. Afterward, he gave us the opportunity to independently compare the plans she recommended based on several important parameters. What was the result? Of course, getting the first appointment and becoming established patients took time, but now we have a good network of highly qualified doctors. It is no worse than, and in some aspects, the level of specialists is much higher than what we had before moving to Florida. Surprisingly, we are paying a quite acceptable amount for this. Yes, some of my wife's doctors' offices are a 35-minute drive away, but we looked at patient feedback and decided it was worth it. We have approached Nadia with other planning and insurance questions, as his experience is extensive and he made every effort to help. The greatest gain on this journey was Nadia himself, as a professional and warm person who sincerely helps people find optimal solutions.

The best financial services in Florida. Sherwin Sargeant and the team are very knowledgeable and…read morehelp with any questions you may have.

I want to say this is the best in financial advice for young professionals. They are very quick…read more Efficient and will work with your budget. They also have legal and accounting to grow your business. I'm a cosmetic surgeon and they grew my business within the first year. Im very grateful. I'm very lucky to have picked them. They are hands down the best for all your personal and business needs. The best!!!!

I have been working with Jeff to get my financial life plan going, and he has made it such a…read morebreeze! Thinking about all the things that encompass a financial plan is daunting, but Jeff breaks it down for me and is very knowledgeable about it all. He provides lots of options and makes it easy to understand. He has set me up with contacts for my life insurance and estate planning, who are experts and made me feel at ease about it all. Jeff is very honest and up front and does not pressure me into anything. I highly recommend as I now feel prepared for my future and excited to keep learning from him

I want to single out this credit counseling firm. There are so many fly-by-night operations in the…read morecredit fix industry that just take your money and run. However, this company is not one of them. I have waited until my process was completed after a year. I did most of my accounts at the beginning and then a couple accounts late. They were patient and maintained professionality. They were able to do it because they know what they are doing. From Kayla, Lee Ann, Donna and their boss, the process was smooth and always exceeded my expectations. They were realistic with me and then surprise me. They probably don't me to raise any expectations here with future clients but I want people to know so you can avoid all the corruption out there. Saved my credit with 0 interest pmts. because I did exactly what they said to do. They would probably want me to say, everyone is different and not to expect the same thing, however, they are very good and trustworthy! Good luck out there in this financial market.

I have been with SCS since 06/14/2022. I am very happy with their service and advice so far. Just…read moretoday, Jessi helped with an elusive problem which led her to solving a similar problem for another customer. She is building quite a useful knowledge base.

I had a great experience with this tax service! They were professional, knowledgeable, and took the…read moretime to make sure everything was done correctly. They explained everything clearly, answered all of my questions, and made the entire tax process stress-free

Ida R Muorie has given me and my family solid financial advice for decades. She is well versed in…read morefinancial services and matters of insurance.