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    Accupro Advisors

    5.0 (1 review)
    Open 8:00 am - 4:30 pm

    By appointment only

    Services - Accupro Advisors

    Accountants

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    2 More Services

    Audit and conflict resolution support

    Tax planning

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    11 years ago

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    Edward Jones - Financial Advisor: Andrew L Klein

    Edward Jones - Financial Advisor: Andrew L Klein

    (5 reviews)

    Andrew Klein is our financial advisor at Edward Jones, and we are very happy with his services. My…read morewife and I did plenty of research, and asked for several word-of-mouth testimonials from our friends and family, and no one came as highly recommended as Andrew did. He is friendly, helpful, thorough, and trustworthy, even in these challenging economic times. When we first called Andrew on a Tuesday to schedule an appointment to meet with him, he offered to meet with us as early as the following day. On the day of our meeting, he was available right at the time we scheduled, and spent a great deal of time with us, asking questions, learning about our investment goals, and giving us great advice. I look forward to working with Andrew more, and reaching our goals with Edward Jones.

    Andy Klein is one of the most trustworthy individuals I know. He has been my financial adviser for…read morealmost 10 years. He helped navigate me and my finances through the worst US economy since the great depression, and now my funds are stronger than ever. He prides himself on providing excellent customer service. He will call you every month, regardless of how much money you have with him, to give you updates on your finances. He will also recommend any changes that he thinks will be a better fit for you as well. He really listens to your needs, goals, and abilities to set a savings plan that fits you and your budget. Andy and his team at Edward Jones are among the best in the field. They can't control what the market does on any given day, but they set you up for success no matter what it does.

    Clear One Advantage

    Clear One Advantage

    (77 reviews)

    Terrible scammer, would say zero stars if I could, shady as hell, and also…read more NO PHONE NUMBERS OR EMAIL ADDRESSES EVER ACTUALLY REACH A PERSON Phone numbers are down, chat doesn't work (not actually a link), the AI assistant is only able to direct you to those fake contacts. Straight up, DON'T DO IT

    In general I don't like the way they operate. You receive notification that "after extensive…read morenegotiations a settlement amount is being offered.". That usually translates for you to expect them to tell you you have to put x amount of dollars into your account. In my case, they resolved to pay off the amount owed, that they negotiated down after months of you not making payments to some creditor, your credit score damaged and them fudging the numbers to reflect how much they saved you, which isn't much because they took so much in fees. That could have been better articulated but it sums it up pretty well. Also in my case, a second debt was quickly resolved. "Oh my! Look how good your doing!!! They basically proclaim. But now things are beginning to gel and in my case, most people would be heading for serious trouble. Most people would have a lot to worry about. They're going for your throat now, but more specifically trying to get you into having to file for bankruptcy WHICH they just so happen to have the connections to"help" you with. More like help their selves take everything you own, as well as get you into debt with them by, for example, taking out a loan, essentially from them or a partner. In my opinion, these people are filthy. I monitor everything closely. Fortunately, I only signed up to have four debts settled. I answered a summons from the court personally from a creditor who was suing me. Good thing I did too. It was at that time I learned I had been assigned an attorney to represent me. Why they assigned an out of state tax attorney is unfolding now. Whatever you do, DON'T let them persuade you to add another credit card or loan to your account should you take on the daunting task in the first place of debt settlement. Chances are you WILL - be - sorry. I have one outstanding account to be negotiated. I learned a lot about how they negotiate by having answered the summons that I was being sued. ClearOne settles by getting the debt repaid QUICKLY. NOT to your advantage or as is the case in my own experience. Believe me. Most people will find their way in a tremendous amount of trouble in a situation similar to mine. After they let you see how well you're doing so-far, they will encourage you to add more accounts to be negotiated. DO NOT DO THAT. YOU WILL BE SORRY. I am feeling very smart and wise right now but still I am not going to get too comfortable here basking in glory or something. Those people out of the blue wanted me to put $6,000 into my account, pay just $350 or so for x amount of months OR, take out a loan through one of their partners (who also specialize I Bankruptcy, among other things.) You don't want this! Again, I have one outstanding debt to be negotiated. That account has been written off as a bad debt, but it still has to be paid long story short. The $6,000 fiasco is under control but only because I got it under control personally by having answered that summons. It got them scrambling and still they're Legal Club is trailing behind having sent me notification it would be a good idea to put money in the account. It's taken care of now. $180 a month for x months then $200 for x months then $180 until July 2027. Still with their fees, it came out to pretty much what I owed the creditor in the first place except ClearOne and Global Holdings received what the creditor didn't get. As for that last account to be negotiated, the one that was written off as a bad debt (but still has to be paid). I still have to pay Global Holdings LLC through or in tandem with ClearOne Advantage until the end of 2029. This was not dumb luck that I am in the position now I am in rather than the one they were aiming for. If you must seek financial assistance, try an organization sponsored by local organizations designed to help you locally. If you must however, stay on top of these people. Take nothing for granted as they are out for their interests, not yours. That's my opinion based on my personal experience. Two stars because I feel generous right now and the company isn't completely void of good employees. I do not recommend signing up for a Debt Settlement but if you insist, I am not certain other companies will be much different. Would I do this again? Though it's been an adventure and learning experience in the world of personal debt management, if you read through this you know my answer is not a positive one. What could improve though you might wonder. Transparency from their people who call you to let you know a settlement has been reached requiring your authorization. You need to find out what the terms are. They won't tell you, I am pretty sure. I easily recall a lot of beating around the bush regarding many things. Also communication from their legal team when you need it and chances are you will, Don't do this. In most cases for the general public, You'll be sorry.

    Fidelity Investments - SW of Priest and Ray, still open April 2024

    Fidelity Investments

    (16 reviews)

    I was dropping my Nephew off at school & saw the Fidelity signage. I stopped in to see if I could…read morenegate mailing in the paperwork & handle in person. I was able to & the associate not only assisted me with the necessary paperwork, but he also offered to include my documents in their daily mail run to corporate. I also received copies to take with me. A route that would have taken 7-10 business days took me 45 minutes. Good visit with the associate who juggled a few different tasks simultaneously while assisting the steady flow of customers.

    Sometimes you have to wonder how a multi-billion company makes money - or just how much of it…read morewastes. Case in point: I needed to open a new 401K account, which any money manager would be salivating to get a new account. Went online and filled out the required forms only to find out that they could not be submitted online but rather had to be handed to an associate at a location. Unfortunately, the closest appointment was over a week away. Opted to walk-in and drop off the forms instead. After arriving at this location, I was greeted by two associate greeters at the door. I presented my paperwork. The gentleman looked it over and made sure all "three" sections were included and advised me that it would be processed and I should hear back shortly. Amazingly, nothing took place in this visit that necessitated an office visit. All could have been submitted online. Go figure. But there's more. After three long weeks I finally receive an email from my assigned account manager. Then a voicemail. I call back a day or so later to find out my account manager is away on vacation. Then the rep on the phone passed me around to a few people before finally get a rep willing to help. I am then instructed that I am missing a different form, though the online walkthrough doesn't mention it. Thankfully the rep offers to email it to me and lets me know that this form must also be dropped off at the office. Lucky me. The email never arrives so a few weeks later I call back. Unknowingly, the email had bounced (though it didn't when the first rep emailed and why not just call me?) and nobody bothered to let me know. The new agent sat on the phone as he walked me to the file location online and I was able to fill out the form! Woo hoo! not yet.... Save the cheers for later... I print the forms and head to the office. No appointment as the closest available appointment was a week away. However, I was greeted and promptly seated with an account manager. Finally, someone checked my ID but refused to take the deposit check with the paperwork. Though the directions clearly stated to bring a check with the form, the rep rationalized that she can't accept the funds until the account is opened - I thought that is what we are doing. Confused I left and waited a few more weeks before I was notified that my account had finally been opened though I was never offered any coffee, cookies, or a Twizzler. I hope your experience is better. How on earth do they make so much money?

    Accupro Advisors - accountants - Updated May 2026

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