It was great speaking with Jordan. Hubby asked me to do some research on some homes, and while…read moreanswering a few questions online, Zillow finally connected me to Jordan. He contacted me soonest Zillow sent me his info. He was courteous, polite, and very articulate. He answered my questions and vice versa. I will be speaking with him again once everything is ready and when Hubby approves it. It's an excellent way to teach me about the home buying process, so I know more about it. We hope to work with him in the future. Highly recommended! Thanks!

Samer responded to my inquiry within hours. He was kind and resourceful. His prompt response alone…read moredemonstrates the kind and resourceful realtor that he is.

Credit Suite has been super thorough making sure that I have all my information correct and…read moreunderstand the process that is moving my toward my Company's Business Credit. I wish I had Rochelle personally because I like her professionalism and she genuinely seems like she care and I feel she is a good person. All the rest of them team is GREAT too. Thank you Credit Suite!

Have had a SDIRA since 2012,so I know what I am talking about…read more Dealing with AdvantaIRA has been a pure pleasure. My rep is Tyler Flanders and he has been above and beyond what I expected. Wish I had found these guys years ago. Cannot recommend AdvantaIRA enough.

Awesome customer service and support. The assistant manager Theron Simpson went above and beyond as…read morewell as the support staff. Highly recommend this place

Today, we needed to add My wife to my account and lease a safety deposit box. The Branch advisor…read moreQuincy Connolly assisted us. Quincy walked us thru the safety deposit box area and explained everything to us. She even offered to have someone review our medical insurance needs. She exceeded my expectations.

Been at this bank over 10 years. Never had a problem only wish they kept the free coin counting…read moremachine.

Great custom service, staff is always pleasant and knowledgeable. Locations are not convenient but…read moredo everything online.

As a young couple, we had little to no knowledge of mortgage rates and terms. We only knew our…read morepart; the budget. We were referred to Jim Costello at Home Mortgage Lenders and from our first contact knew that this was the right choice. My husband and I knew we could trust Jim and his team at Home Mortgage Lenders. At every step of the way he was helpful, professional and full of integrity. These are things which meant the most to us. As we came closer to the birth of our first child, the deadline of a closing meant more and more to our growing family, but we knew it meant something to the team at Home Mortgage Lenders too. They did everything they could and went above and beyond so we could raise our son in our first home. Even though they're an office in the city, the have the heart of thoughtful, small town people who care about your burdens also. We know that without his help and direction, we would not be raising our newborn son and making memories in this lovely home. We thank The Lord for people who do their job well like this company. The Martinez Family, Ruskin FL.

We were referred to Jim through our real estate agent, best advice we had ever gotten in reference…read moreto mortgages. Jim and his team were excellent, we explained what we needed. He gave us our best options and we went from there, even when we started to run into some snags with timing, due to a closing on some property, He suggested an another route which turned out working better for us. I would not hesistate to go back with them, and plan to do so again in the future on another property. His insite and knowledge of the mortgage industry is excellent and they were always there to answer questions when we just were not aware of somethings regarding mortgages. I will use them again and wholeheartedly recommend them to anyone looking for great people and real answers.

Good at sales, terrible at taxes. I don't even know where…read moreto start with the incompetence at every level from Todd (The owner) to Pam (the tax prep lead). They are clearly unable to handle their current workload. Just find someone else. Anyone else, but this company. The amount of stress they bring to your life is the opposite of what is supposed to happen. I'll start with Todd. Rest assured, Todd will be on the call to sell you the service. He will then disappear without a sound. I emailed him and asked to set up a time to talk. Crickets. I asked Pam to set up a meeting with him. Crickets. I asked Bri to set it up. Crickets. He's the biggest scammer of the group. He's a good salesman, but has no ability to run his company or get the work done in a reasonable time. We came from an accountant's office that shut down. They were amazing. They sent reminders, reviewed things early in tax season with us, gave us plenty of time to get docs in etc. NOT Pam. She sends no reminders. She forgets you exist no matter how many times you email and ask for updates (and I don't mean daily, I mean bi-weekly). We brought our business here mid-year with a pending extension. Our taxes didn't need to be done until February 14th (I know a weird date, but note that because of that, they had few other, believe no other clients taxes due that day. Even in this slow period, after I repeatedly asked them to review our file and have a conversation because it was complicated. They waited until the day before it was due to meet with me. Of course (as I repeatedly pleaded with them), they needed more docs that were impossible to get now on that short notice. I only had a short period until 2022 taxes were due and it would be impossible to get a new accountant in time, so I decided to give them a second chance. After meeting with them, providing all the docs weeks and weeks ahead of time, with multiple requests to speak and multiple asks to review the taxes for week, they finally send me my taxes. To review. For the first time. At 5:01PM on they day they need to be filed. Update time: We are facing over $100,000 in fines from the IRS for a tax return Unbenhagen filed that return incorrectly, numbeous times. The most incompetent of incompetent accountants. Todd...a turd. Pam...a turd. They have zero desire to do the right thing and even if they did...I doubt they would do it. They filed our 2021 taxes. We owed $53,000. We paid it. Turns out they couldn't copy paste a dependants Social Security Number. It was returned. They did not tell us, but apparently they eventually returned it. Then the IRS discovered that they had the primary income incorrrect (a W-2 copy paste). This time, they chose not to fix it at all. Fast forward 4 years and we get a letter from the IRS that the $53,000 we paid in 2021 is about to be confiscated and not applied to anything because they never fixed it. Upon calling the IRS, they told us that we have been accruing a 5% per month penalty since 2021 and were now liable for over $100,000 in penalties. After calling and sending numerous emails, Todd and Pam are too good to get back to us in a reasonable time. The only answere we have after a week is "we're on it" and I'm somehow supposed to trust that. I asked for exact forms being filed, when they were filed, and how they were going to fix it. crickets. The person that referred us to them, ironically had the exact same issue and has since moved on from Todd. We saw the incompetence from day one and only used them for the one year. Thank goodness. RUN AS FAST AS YOU CAN FROM UNBENHAGEN.

I've been coming here for over 10 years, and they have been handling my corporate accounting and…read moretaxes that whole time, I can't recommend anyone higher then Todd and his team. They also offer insurance and financial planning services.

My realtor introduced me to Doug Leoni knowing that I would be in good hands with Simons and…read moreLeoni--the firm is amazing! My experience with Doug Leoni and Loan Processor, Jennifer Nohrer, was absolutely fantastic. One thing that sticks out to me throughout my experience was the consistent level of communication and support I received from Doug and Jennifer. They were always there to empower me with knowledge, and did so in a timely manner. As a first time home buyer there was a good deal I did not understand, but learned along the way. At one point, I began questioning my own decision making process on the home I would eventually buy. Knowing that I was questioning my decision because of cost led me to call Doug. Doug patiently took the time to walk me through my thoughts and doubts. The conversation was two parts financial advice and one part motivational speech. The discussion made all the difference and put me into a home and neighborhood I love! The conversation helped me to understand that I was going through some first time homebuyer jitters. Doug helped me feel comfortable with the fact that I was doing something big but my thinking about it all was sound. Doug also put me onto a fantastic loan opportunity and ensured I would retain as much cash as possible to put into my home rather than spend it on additional closing costs. Again, the experience and caring about the customer shone thorough as I moved towards the numbers aspect of closing details. Jennifer displayed the same kind of support during the loan processing phase. She patiently got me through documentation signing, information collecting, and preparing for the steps I would want to take after closing. She also took part of a Memorial Day morning to talk through the closing numbers of my loan so I would be well informed ahead of closing. During this conversation she also explained some steps I would want to carry out related to my loan servicer and homestead exemption application. This is a team of people that you can trust and believe in. They'll take great care of you!

Wayne Spiwak and the entire Simons & Leoni team were terrific throughout all stages of the home…read morefinancing journey. They were informative, attentive/responsive and fast. I would highly recommend them for your home financing needs and be sure to ask for Wayne. Excellent service!!!