J Rosen Financial CPA Services has helped me with my taxes for 3 consecutive years. I have had…read morethorough service and even was able to have assistance with having a complicated tax consisting of a 1099 where I was able to save far more money than I would have if I did them independently. This is way appreciated since I'm not super knowledgeable about all the laws and regulations that exist as well. I probably would have paid thousands of dollars extra which made any of the cost of the services well worth it. I am very particular with who I let help me with anything financial and I trust Justin Rosen and his team. I feel that they have my best interest and will work with me to help me choose the best option for me, usually which the option I will have the most return on. I no longer dread the annual tax season because of them and I've had many friends who have also been referred to them as well and have been satisfied.

Thank you Justin Rosen for getting me up and running with QuickBooks, teaching me the basics and…read morealways responding promptly with any questions, whenever I may have them. I would highly recommend Justin Rosen Financial Data Services for any of your needs, In my experience, he is honest, reliable, professional, and very knowledgable in his field.

If I could give Stephanie a 10-star rating it would still not be enough to describe how WONDERDFUL…read morePATIENT AND AWSEOME SHE IS! I am constantly calling and asking her for advice and help with so many things and she is always available and ready to provide HELP AND ADVISE. She is an absolute joy to work I cannot tell you how happy I am to have her as my ACCOUNTANT

I needed my taxes reviewed and processed, unfortunately, at the last minute. Ms. Heredia, at Taxes…read moreTampa, did an excellent job. The level of communication, processing of documents, and overall ease of use and professionalism was outstanding. Typically, I don't take the time to write reviews. In this instance, I felt compelled to do so as Taxes Tampa eliminated all the stress of tax time for me. That's priceless. If you need help with your Taxes, use them.

Jorge is a professional and has provided real fiduciary guidance to benefit me in managing my…read moreportfolio. It's nice to have a pro that was honestly interested in my goals and designed my portfolio to achieve my goals.

I didn't "get" the real difference between an investment person and a financial planner. As a…read moresingle woman I am SO relieved and blessed to have Jorge on my shoulder to look at EVERY aspect of my financial plan and advise me.......AND put me in touch with the right people/ resources to carry out my plan (from insurance people to bankers etc). I wish....REALLY wish I hired him when I was 20! Thank you Jorge for being great at what you do and really caring about your clients.....I LOVE you!

Financial Planner Jeff Dietz was very professional and caring. He is a very good representative…read morefor Edelman. I'm glad I got to discuss my retirement with him and he did come up with a free plan for my retirement funds. He was knowledgable and courteous and listened.

From the owner: The further you go in your financial life, the more complex it becomes. That's why you need a…read morepartner who can help you plot a course. The Edelman Financial Engines office in Tampa is here for you, serving the areas of Tampa, Clearwater and St. Petersburg. Whether you're accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Im from the Investment industry, and have been very satisfied keeping a significant personal…read moreaccount with Schwab for decades. Even now, both their online trading and banking platforms reflect better security and technology than other leading institutions such as JP Morgan Chase and Citibank. Finally, I get outstanding service from my Financial Consultant (broker), Carly Murphy, in the Tampa office. She thoroughly answers my questions on a timely basis. Carly even went so far to set up an in-person meeting today with Schwab annuity specialist, Michelle Roush, from whom I learned alot about the annuity product differences and other return details. Thrilled because I hold alot of annuities and my past / outside brokers never bothered to edify me! Thanks again to Carly, Michelle and Schwab!

Bright and light new Schwab office. They've been helpful and friendly. I make sure to pick up a…read moreSchwab pen and snacks while I'm here. They also have a coffee machine. Plenty of parking. It's ny Outback in the Westshore area across from International Mall. I've always had great experiences with Nina Yee the rep who works here and was at their former office that was tricky to get into and out of. Del Friscos, Kona, and Texas de Brazil are nearby. Grab a snack or happy hour bite at Kona on your way thru. Invest wisely. Buy low and sell high.

The agent by the name STASH MIHALCIK contacted my 71yr old mother by phone to solicit LIFE…read moreinsurance... she explained how she's been diagnosed with cancer and was looking for a policy offering more to leave her kids .... this crook encouraged her to cancel her policy that shes had for 3yrs and start a new policy with him he even went as far as lying on the application saying she had no illnesses now its Impossible for my mother to get coverage because no one wants to insure a 71yr old lady with cancer

From the owner: We are a leading provider of Comprehensive Financial, Medicare, and Retirement Planning. Our…read moreexperts will help you protect your family, your hard-earned assets, and your Legacy.

The best for tax and financial consulting! Adam is extremely intelligent, professional and…read morefriendly. I've been going to Adam for four years now and ten of my friends/family have also followed suit - with same great experience I've had. They're not stingy with financial recommendations, they take their time to get to know you, and don't try to rush you through the door - they take as long as needed. They've earned my trust and I'll definitely be going back.