Jeff is truly an expert in understanding risk tolerance. He is the best at what he does and I…read morereally appreciate his quarterly meetings. I now can feel confident about my financial future!

I just had to write a review. Jeff Labelle is so good at what he does. Not only does he stay on top…read moreof my account, which I have found many other financial advisors do not, he always responds to me promptly whenever I have any questions or concerns no matter how silly they must be to him!!

Jim Cooper is a professional financial advisor who has been valuable in helping me navigate my…read moreretirement funds over the past several years. I have recommended this company to many of my educational colleagues in the past. Five stars and a job well done Beacon Point!

Sam became a personal friend of mine after advising me on a plan that totally helped my family and…read moreI. Not only a wealth of knowledge but an incredible dad. That means a lot in LONG TERM wealth management to me.

Address not correct on website. Sam started w/ 500,000. to work with in 2009. he did good until he…read moreput us into annuities. He totally misled us on what would happen to my money. One annuity made 1.55% int. over it's lifetime. The other one ,I have no idea other than I started w/300K and now it's worth 182K ten years later. Lost money big time. The last 3 years my distributions actually decreased . What Fiduciary financial advisor would set up a client to receive less money each month in the last few years of a 10 year contract. His office has had no contact w/ me for about a year. He put me in a really bad annuity, an insurance salesman could have sold me that product. Find yourself someone else. Screwed up my long term savings and my retirement.

Professional and also friendly. Trust him to do a good job and he does ! Highly recommend him.read more

James Finney is the best and fairest tax preparer! He is kind, considerate, polite, quick,…read moreefficient, and explains the process very thoroughly. I've been having him prepare my taxes for years, and he always does an excellent job! I would highly recommend him to anyone who wants their taxes done well.

Jack is the best i don't trust anyone else to handle my taxes, very easy to deal with very…read moreforward, very honest a man of dignity

Jack Norman at the Jackson Hewitt Tax office in the Walmart at 5315 Cortez Rd West was very…read morecourteous and professional. He took his time and went over everything with me. This was my first experience with Jackson Hewitt, but I will be back next year to have Mr. Norman prepare my 2023 taxes.

I can't say enough about this CPA firm. Their precision, trustworthiness, and proactive…read morecommunication exceeded expectations. Can't thank Nick and Nathan enough and Kaitlyn was terrific. Always quick to respond and made the process easy. Always available for guidance and advice. Their knowledge of tax law is impressive; wouldn't trust my taxes with any other firm.

I highly recommend this down to earth professional financial advisor. It is not easy nowadays to…read morefind someone who looks out for your best interest and not just someone looking to make money for themselves... Martin is very professional , he covered all the major details in order for us to find the proper product for our family. I am very comfortable doing business with him , we have since added many more products including college funds for our children thanks again to Martin Ballestero.

This past tax season 2018 unfortunately is my last due time selling my business. I have dealt with…read moreother accounting firms and have found the supporting staff and accountants to have the highest level of professionalism and expertise with quick turnaround times. I dealt with Kimberly and Jana regularly at both Sarasota and the Ruskin location. They respond in a timely fashion and follow up on requests quickly. Mr. Nick Lanese genuinely wants to get to know you, how you run your small business and even offered to come see how I ran my business to get a better understanding in order to maximize my tax benefits-. I highly recommend Lanese and Associates at either location for your tax planning, small business and payroll needs. They provide outstanding service .