We had a very disappointing experience. Despite premium pricing, the level of service did not meet…read moreexpectations. Communication was lacking, and overall execution fell short. I would recommend considering other options.

After many years, I sadly came to realize that this organization does not care about the individual…read moreperson. They just care about money and they reduplicate your tax things and try to make you feel stupid every year case in point my father died and for the next three years, they harassed me and claimed him on my taxes, even though they filed the original death taxes the first year, and I had Lucy swearing that she never saw the death certificate, but how did they file it? And then to fix the problems that they created they charged me !! yeah just stay away. That's the kindest thing I can say, don't get taken in by them

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!!

Jakob Hart is a true professional who cares about helping his clients manage all areas of their…read morefinances. He is knowledgeable and dedicated. I highly recommend him.

I had been seeking for a firm which I could entrust with managing my investments. I was had been…read moretrying 3 other firms prior to this, and I did not feel they were working FOR ME. In mid 2018 I proposed they manage 40% of my IRA and I will manage the other 60% and see how they compare with my management, and they agreed to do so. I did fairly well, but they did it a bit better, so I felt confident with them taking over all of my IRA and two other portfolios in early 2021. The main reason I did that was to manage my investments for Betty, my wife, should I pass away. AND they did fulfill their commitment to reduce their fees from 1.5% to 1% if they grew their customer base, which they have. But not only due their management my investments but they offer many other services to advise their clients regarding life planning, taxes, etc. And to enjoying living while they are entrusted to handle my investments. A FULL service not just investment advice. I strongly encourage others to entrust HD Money as I have.

Registered for an event in a neighboring city. Received text messages questioning, in my opinion,…read moreif I should attend or not based on my age and home address. Completely unprofessional.

Mr. Paz is phenomenally difficult to get a hold of. He's typically unresponsive and slow to act…read more His advice is contradictory and bares the distinct scent of extraneous motivations. The overwhelming majority of contact with his office occurs through his (sweet, yet slow to understand) assistant, Caroline. I encourage that you seek your financial advice and counseling elsewhere.

Michael has been my financial advisor for years. He is knowledgable, knows market trends and gives…read moreme sound advice. Have recommended him to many of my friends! He is wonderful!

I can't say enough about the quality and consistency of service from Sarasota Insurance Services…read more Our agent, Kelli, has always been efficient, friendly, available, communicative and fair. She has made insuring rental property in Sarasota a breeze.

From the owner: Serving the insurance needs of Sarasota homeowners for over 40 years.read more