I have had a great experience with this financial service provider. The office is conveniently located on Citrus Country Drive in Dade City, and it's easy to find parking. The entrance is wheelchair accessible, and the restroom is also wheelchair accessible, which is a big plus. Catherine Mara is the financial advisor, and she is very professional and knowledgeable. Appointments are recommended, but they also have regular hours during the week and weekend. I have visited them a few times, and the service is always excellent. However, I was a bit taken aback by the varying hours of operation, as it seems they are not available every day of the week. Nevertheless, they are doing a great job overall.