The firm is a reputable financial service provider that has been serving the Tampa Bay area since 1982. The firm has a long history of serving clients, and it's not uncommon for them to work with clients from far away places.The location is easily accessible by car, with a wheelchair-accessible parking lot and entrance. However, it's worth noting that the office is only open from 8am to 5pm on weekdays, which may not be convenient for everyone.The firm offers a range of services, including planning and accounting. However, appointments are recommended, which may not be ideal for those who need immediate assistance.The firm's rates are competitive and reasonable, making it an attractive option for those looking for financial services. However, some clients have reported that the firm's services could be more innovative in terms of approach and methodology.Despite this, the firm has a strong reputation among its clients, with many praising the professionalism and friendliness of its staff. The firm's long history and commitment to serving the Tampa Bay area make it a reliable choice for those in need of financial services.