Best Financial Advisors in Pine Hills, FL

“With quality and fast customer service, their attention to detail, professionalism and willingness to go above and beyond have been just some of the many reasons I continue to utilize them for my business accounting and tax service needs!”

“A sound financial strategy doesn't stop once you retire. In fact, during retirement, it's more important than ever to work with a financial professional to ensure that your investments can sustain the life of your retirement and beyond. We'll work wi...”

“Understanding your goals, dreams, and even fears, provides the core mission underlying the personalized strategies we create for you. With an intimate understanding of your priorities, we can help design a pathway intended to guide the achievement of...”

“I have been doing business with Certified Financial for over the 12 years and my experience has always been above average with Joe Bert, Valerie and their amazing group of financial planners!”

“Ricky explained all of the advantages to migrating my business from a DBA to an S Corp > and let me assure you, the advantages are so amazing you are hurting yourself not taking advantage of this if you are still Doing Business As.”

“  When meeting Jason, it's immediately obvious that he loves what he does and can discuss global economies as well as predict market trends with so much knowledge and enthusiasm that there is no question that he is one of the best in his field.”

“Locksley has taken us through a rigorous review of our 2018 accounts this year and is providing us with guidance on how to record our finances more efficiently.”

“Though painful to learn my previous tax professional was doing it wrong, it is a relief to go forward knowing Brad has my best interest professionally and in character.”

“I'm happy to report that within weeks of filing, my mother was awarded Aid & Attendance benefits and now will be able to afford the much needed Assisted Living; and, I'll have peace of mind knowing that she will be receiving the much needed assistanc...”

“This group has many different programs that we have never heard of before and we are very well educated and have tried to make ourselves aware of everything.”

“Scott proactively connects with us throughout the year, share updates in the financial investment world, explains "what this means/how this impacts us" and individually guides us through the differences in our financial strategies.”

“We didn't know what we were going to do with our investments moving forward but after speaking with Shea and Oxford Advisory Group we are much more confident and know what steps we are going to take to insure a beautiful future.”

“When they continued to hear how travel was among one of the more important goals for many of their clients, they wanted to provide a unique service that offered highly personalized travel planning, backed by a team with extensive knowledge, years of ...”

“Behind the ongoing success of Sunrise Wealth Advisors are professionals driven to provide exceptional client service and objective, experienced advice. With decades of experience, we continually strive for transparency, a welcoming environment, and t...”