What is the phone number Custom Financial Solutions, Inc. 📱?
(321) 327-2900
What Clients Are Saying Custom Financial Solutions, Inc. (GG)
5 /5 Maribeth Liska: Custom Financial Solutions has been our tax service provider for several years. We couldnt have been more please with their customer service and knowledge that has help us with our financials and tax filings. Would absolutely recommend this company for all your financial needs!
5 /5 Eric Henderson: Martha and Leslie were great professionals! I had a lot of potential challenges with my taxes this year, and custom financial solutions did an amazing job! Thanks, Martha and Leslie
5 /5 Tracy Davis: Custom Financial Solutions, Inc. brought my family peace during a very difficult time. We were facing a complex tax issue that had us feeling drained and without options. Leslie Murphy and staff put us at ease while they evaluated the details of our situation, and always stayed present & supportive as we found the best course of action. If we could give them 10 stars we would. Thanks Leslie!
5 /5 Bonnie Ida: I have struggled with do-it-yourself tax returns, but they cost plenty and it’s not that much more to make it a pleasant experience with kind and patient experts who have the knowledge required to do it right. I had one complicated and costly year, and thank goodness I went to them to check my return, because they saved me a bundle by correcting exactly what I was entitled to. I highly recommend Custom Financial Solutions, Inc.
5 /5 Jaime Fernandez: Search no more. If you seek a firm to process your taxes, this one is it. My requirements were personalized service year after year, a local firm, timely tax processing, suggestions to minimize tax liability and well... CFS delivered. A special thanks to Martha for her focus on our needs, and Leslie for her accurate and timely processing.
Mathew P Theyre so great over here at amscot!! They hold a special place in my heart theyve helped me so very much. People talk about the crazy interest rate but really its like twenty to forty bucks to get some cash for a couple few weeks and really its no different than having a really good friend that knows youll pay them back so you throw a little on top. Thank you team, your greatly appreciated! Read some of the other reviews and decided to expand upon my review. These people behind the counter work extremely fast and are very efficient at what they do to be honest. Ive been using amscot and tell ya what Ive NEVER had a bad experience, the staff is friendly and if they ask something of you its because they NEED it to do their job. Theyre not being any kind of way about anything except for following protocol which is their job. To anyone I ask that had a bad experience [ I get everyones not having the best day but remember theres two sides to every story]. How did you act? These people are good right in right out, they handle the lines well, they move them through fast anyways so theres really not much of a line to speak of.
Murray B Schwartz Insight Financial Solutions has done a fabulous job for me. They listen, provide honest, professional, effective feedback. Its an amazing team. Everyone I have dealt with there is courteous, kind, knowledgable and committed to helping resolve issues. The Insight team is proactive They reached out often to give me updates and to just check to see how I was doing. My issue was longstanding and complicated. Insight found a way to resolve my issue in a way that preserved my financial future. I highly recommend this team to anyone looking real long-term help.
Josiah M SCCU has the most and highest fees of any credit union I have worked with. They also combine this with generally bad customer service. They do tend to have decent rates but not any better than Launch FCU who have much lower transaction fees and much better customer service.
Sherri Brown Just have to give compliments to Tymeka at the Port Malabar Space Coast Credit Union. Truly a very dedicated, caring , and knowledgeable employee. We needed to gather some information in limited time, and she did not disappoint us. She helped us gather everything we needed. I am sure she goes above and beyond for any customers she is assisting. She is truly an asset to Space Coast Credit Union, and we are truly greatful for all her help. Would recommend if you have banking needs.
Bruno sama Great place to be
I used to always hate my visits to banks since theyre too stressful and nerve wracking but when greeted with such warm smiles i felt like i was just at home back in beijing, a very friendly worker there that was called Nellie helped me with my transaction and made sure everything was as professional as possible
Very nice people would highly recommend coming here if you got issues or need assistance in general