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Finance Advising reviews in Saint Petersburg

  • A
    Gelke Associates
    The manager of my 401K talked over my head, so it was refreshing to finally talk with someone who was not intimidating and truly helped me to understand the options. He was great! He helped me map out my retirement strategies in a very professional manner. He continues to manage my retirement accounts and in fact released my funds from previous poor management. He's very informative and insightful and keeps me updated without being pushy! I highly recommend him!
    - Harriet D.
  • A
    Gelke Associates
    I have never been good at finances and cringe at trying to understand the fine print.  After I had a 40iK for years through my employment, I decided to retire but wasn't sure I could.  I contacted Geoff through a referral and he went through what I had saved and then explained a way to not gamble with my money, but to make it safer for years to come.   I felt very comfortable asking him questions I thought were making me look dumb, but he has wonderful patience and never made me feel stupid, but in fact made it very interesting so that I could understand it more.  I  appreciated that.  He is very professional with a kind attitude, no pressure, and very very helpful.  I highly recommend him to everyone at any chance I get.  He's great with follow up also!
    - Harriet D.
  • A
    Wheeler Wealth Management
    They are awesome and have already recommended them to our friends. They are associated with Raymond James. They do many things to always look out for our best interest. They have actually made us money. They are available for us and if we need something and call them; they respond very quickly. The staff members are always available a well.
    - David J.
  • A
    Gelke Associates
    I don't like planning for and dealing with finance.  I was concerned as I neared retirement that I wasn't prepared.  I was referred to him by a friend.  When I talked to Geoffry, he was very calming and professional.  He was very low pressure, and described everything in terms I could understand.
    - Harriet D.
  • 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.
  • B
    National Income Tax & Accounting Inc
    Excellent Accounting services and financial planning. Extremely intelligent, fast and accurate. Price very reasonable. I would just recommend anyone to get exact fees in writing before services rendered to avoid any potential miscommunication.
    - Jamie H.
  • A
    Medicaid & Financial Planning Services
    I was referred to the company from a lawyer. My Mom died, my Dad came to live with me and his health declined quickly. He took a fall and had to go to a Nursing/Rehab facility. There was so much to learn about Medicare, his insurance and how we were going to be able to pay the $7,000/month bill to continue his care once Medicare and his insurance stopped paying. Maureen Rulison and staff helped me organize all of my Dad's assets. We legally protected his assets and then the company filed for Medicaid for him. They were the contact person with Department of Children and Families until it was approved so we did not have to think about it again! They will now continue to be with me over the next year until the Department of Children and Families complete the first year's review. The company took a lot of pressure away from us.
    - Esmie S.
  • F
    TAX SHELTER AMERICA
    I have done no business with this provider but they disturb me and others with unsolicited phone calls.
    - Elliot W.
  • A
    Westshore Financial Group
    Excellent
    - Chris K.
  • A
    Medicaid & Financial Planning Services
    It was perfect. The trust went well. The Department also approved my father for Medicaid.
    - Esmie S.
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Financial Advisors in Saint Petersburg

Companies below are listed in alphabetical order.

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