Outstanding and incomparable customer service!!! Heather took the time to go over multiple plans to…read moresuit the needs of my family and even worked around our hectic schedule to make it happen. I appreciate you immensely Heather! I'd leave TEN STARS if It were an option!!

Heather is awesome!! She has been my financial advisor for three years now. When she moved…read morecompanies I went with her because I felt way more comfortable keeping my policy under her then staying with the old firm. She has also taught me some stuff about what goes into being an advisor and what it would be like to help other families understand the importance of financial planning. I highly recommend working with Heather if you are looking to get your finances in order or if you need someone to help you invest your money.

Don't look any where eles the Holland Group is the BEST!!!…read moreThe owner her self took the time to call me and set me and wife up with the best person to handle our goals. Roy contacted me and was very professional and freindly and transparent. He know what he is doing and took a lot of his time to listen to my needs and wants and really understood how he could help us reach our goals. He knows his stuff and put together a great portfolio that with Gods will... we will surpass our goals. Everyone at the Holland Goup and Especially Roy made us feel comfortable and confident in trusting them. Super nice, super professional and super compassionate. I feel like a made a friend not just parterned with a financail adviser. JUST TO BE CLEAR!!! I did try to contact a different company before coming to the Holland Group, so I was a little scepitical. I made the mistake of contacted another company fist and after meeting with a representative of that conmpany in person... I was going to move forward but had some questions. So, we set up a second meeting, the Guy from this company called to cancel the day of the meeting. So, we recheduled a zoom meeting, on the day of the zoom meeting.... I still didn't recieve the link so I called and he appologized and rescheduled the zoom but missed that one too. So, I called him and left a message and said that... I did not want to do business him and calle the Holland Group. The Holland Group is the best decision for your financial future. We are at the begining of our journey with the holland group and will leave a follow up review in a year from now.

This is our first time having a financial advisor, and we couldn't be more pleased. They are…read moreaccommodating, beyond knowledgeable, and really helped us get set up for a successful retirement in the future. Roy is truly caring and intelligent and takes his time to explain everything. Highly recommend.

Excellent wealth management firm in Clearwater, FL for retirement planning, fee-only financial…read moreadvice, and tax preparation. Parker and David are both Certified Financial Planners and Chartered Financial Analysts. Check them out!

From the owner: Successful Portfolios helps clients manage personalized investment portfolios designed to create…read moreand protect wealth. We help our retired clients plan durable, secure income from their retirement nest egg. Our licensed advisors are well-trained and ready to help you craft a portfolio that meets your near- and long-term goals. For your choice and convenience, Successful Portfolios participates in the independent advisor programs at TDAmeritrade, Scottrade and Interactive Brokers. We accept discretionary and non-discretionary advisory accounts. Our compensation arrangement is simple, reasonable and investor friendly.

I have been working with my CPA for years and nothing but an excellent experience. The staff are…read moreall professional, knowledgeable throughout the entire process. They take the time to explain everything clearly , and answering my questions , making my experience less stressful. Rachel Santana takes the time and willingness, making sure everything is handled properly and in an efficient manner. Her quick response is impeccable. I would definitely recommend their services to anyone looking for a trustworthy and professional CPA.

We have so much faith in the professionals, and especially the leadership of this fantastic…read morecompany.... Hamilton & Associates. They are EXPERT in all things TAX. (Big shout-out for Rachel Santana, CPA, and Grace C. Lewis, CPA!) Hamilton & Associates are worth every penny. Their tax knowledge and financial accuracy have given our family financial peace-of-mind for an accumulative 33 years (incredible, considering we moved from FL, through four different states and those tax laws, and then back to FL). Don't underestimate the benefits of consistently using the same seasoned professionals to handle your tax needs. They are who we call, email, and reach out to throughout the year and at tax-time. Hamilton is "Our Team". Bravo!!

After many years of continued success using the advice and strategies of Baum's advisers, I highly…read morerecommend them for anyone thinking of or entering retirement for their financial services. The folks at Baum Financial Services have made retirement for my family a time of true enjoyment. Howard & Nancy Brown

I dealt directly with Cedric. I moved to Florida recently after selling a condo in Indiana and…read morebuying a new home here in Florida. I am beginning to cash in my investments and his firm is assisting me with my tax liability and filings. I found him easy to work with and look forward to a continued relationship

I feel very fortunate to discover CS West & Assoc. I started out seeking help with my divorce but…read morereceived so much more. Sophia, Cedric, and their support team provide me with the personal attention, detailed analysis, & professional recommendations I have sought to receive from numerous professionals at the same time. It can be confusing. CS West & Assoc. is one stop for many of your needs whether its business or personal. If you're in need of the services which they provide, I highly recommend giving them a call.

Very caring, effective, personal and concerned about us personally. We are not wealthy but they…read morespent a lot of time with us helping invest our 401k monies and saved us money on taxes. a great group of professionals qualified in all areas of financial investments.

From the owner: As an independent financial firm, we are dedicated to personalized service with uncompromising…read moreintegrity. Our focus is on comprehensive, tax-advantaged strategies that provide sound preservation of capital, reliably growing income, and potentially increased returns with reduced risk.