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Recent Finance Advising Reviews in Brandon

  • A
    Famiglio and Associates
    I am completely impressed by the knowledge and responsiveness of Famiglio & Associates! During these turbulent times related to COVID-19, I was notified (nearly in real time) of the opportunities and resources that were available to support the needs of my business. I was given accurate guidance and recommendations to weather the economic storm and I couldn't be more appreciative for the foresight and initiative that they took to get this information out to their client base.   I have never been so impressed with the caliber of an accounting firm before. Ever! I am entirely grateful and highly recommend the team at Famiglio & Associates.
    - Stephanie C.
  • A
    Angeloni Tax Advisory Group
    The Angeloni Tax Advisory Group provided (a free consultation) very good advice identifying when me and my wife should optimally begin taking our Social Security Benefits....Unfortunately many people begin taking their benefits when they turn 62 and in most cases they are unaware of the optimal time to maximize their benefits. Everyone's financial situation is different and they were very helpful identifying when we should begin taking our benefits...they provided us a written report of 4-5 different ages/scenarios when we should begin receiving benefits and pointed out the most beneficial ages for both of us and explained why....all free of charge! I highly recommend contacting them about a free Social Security Timing Timing Consultation and Report.
    - Jim B.
  • A
    Angeloni Tax Advisory Group
    Howie and Mitch are excellent! Very thorough and explains things to my understanding. I highly recommend anyone to use their services you’ll be glad you did! We are extremely pleased. Outstanding!
    - Patti R.
  • A
    Angeloni Tax Advisory Group
    My experience with this firm was excellent. All my expectations were met and I now feel totally secure with my future. I would highly recommend this firm.
    - Pamela C.
  • A
    Angeloni Tax Advisory Group
    As always smooth and easy. Howie Angeloni has been caring for my financial affairs since 2004. I have been able to meet with him any time, at no cost, to discuss, change, or set up an account almost immediately after I call for an appointment., or on the phone at any time. The advise or guidance he has given me has been financially successful. I know very little about these things, and everything has always been patiently explained to me and everything he has told me has proven to be the truth. BBB rating of A+. Grace M.
    - Grace M.
  • A
    Angeloni Tax Advisory Group
    Wonderfully. Howie was very professional and asked questions allowing him to make recommendations in keeping with our retirement goals. He provided strategy options we would not have come up with on our own.
    - Barbara H.
  • A
    National Income Tax & Accounting Inc
    Along with being very professional and extremely knowledgeable, Tom is very prompt.  I never have to concern myself with deadlines.  The reports are easily understood.  Tom will take my calls and take the time to explain, in a way I can understand, any questions that I have.  The fees are very reasonable.  I feel very fortunate to have found National Income Tax and Accounting and have recommended them many times. 
    - VICTORIA G.
  • A
    Thoughtful Advisors
    Gary LoDuca has been handling our financial planning needs for the past 7 years and has done an excellent job. He has helped us prepare for retirement and is now guiding us through the transition from working to retirement and how to efficiently utilize the resources we have accumulated during our careers. When he founded Thoughtful Wealth Management we decided to continue with Mr. LoDuca as our financial advisor/planner - as his business model focused specifically on our needs as we entered into retirement. He has always provided these services using a very knowledgeable, practical approach delivered in a positive, personable and straightforward manner.
    - Robert K.
  • A
    Thoughtful Advisors
    I honestly could not say enough good things about Gary LoDuca and Thoughtful Wealth Management. Gary handled my very complicated 2015 tax return with ease. 2015 was a complicated year for me, I moved states had 5 different jobs and he made it seem like it was no big deal! He not only helped with my taxes but also educated me on the best way to save in the future. He truly does care about all of his clients. He is a wonderful family man and huge advocate for the South Tampa Community. I highly recommend Gary for all of his knowledge, personal values and integrity!
    - Candace H.
  • A
    Debt Resolution Services
    It was awesome!, Not only did they do what they said they would, it got done much sooner than I expected and several of my debts they were able to get wiped out. The ones that did not get wiped out they were able to settle them for 30 cents on the dollar with a payment plan that I could afford.
    - Tony m.
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Financial Advisors in Brandon

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