My agent, Kelly Lefcheck, is amazing!! She is professional, very knowledgable, and a pleasure to…read morework with. Kelly is always very responsive and helpful! I am so glad I have her on my side for all my insurance needs. I highly recommend State Farm and Kelly for any insurance policy. Great insurance rates, too!

We worked with Grayson, an excellent financial planner. Extremely professional, patient, detailed…read moreand informative! Provided a variety of options, provided good communication throughout the process, gave great advice and helped us weigh the pros and cons of the various choices we had to consider. I would highly recommend this service for financial planning for your future financial success and retirement. Grayson was also helpful in pointing us to other local resources in the area that would be helpful within the financial realm (tax consultant, etc) since we are newish to the area.

We selected Financial Symmetry after researching several fee-only financial planning firms in the…read moreRaleigh area. Chad Smith has served as our advisor since we first contacted the firm in 2016. After reviewing our financial situation, Chad prepared a set of recommendations, considering that we were within a few years of retirement. We then decided to have Financial Symmetry manage our investments on an ongoing basis. Every quarter we are presented with a review, along with a set of recommendations which we must approve before Chad implements them. Chad has always responded to our communications promptly and has addressed any concerns we have presented to him. I am pleased to recommend Financial Symmetry to anyone who requires financial planning services.

Jeff is a highly respected professional in the business brokerage, mergers, and acquisitions space…read more His experience of many years in the profession makes his advice to business buyers and sellers invaluable. I've known Jeff for well over a decade and can recommend him without any reservations. He will do a superb job for you.

An obvious leader in his industry. Goes above and beyond to simplify the complicated aspects of…read moreselling a business. Insures all parties receive full value! Consistently responsive to questions and concerns that arise during the process

To be retired and financially comfortable is a gift. Compass Financial Group has given me that gift…read moresince I signed on with their office in 2018. Richard Hill, the president, has a fiduciary designation which means his first obligation is to me, his client. Richard and staff are always reachable. They are patient and thorough in explaining the reasoning and methodology they use to achieve my financial goals. I highly recommend Richard Hill and Compass Financial Group to help people live life comfortably without worrying about finances. Eleanor DeMeglio

Richard Hill and staff have done a fantastic job of educating and guiding my wife and I on the…read moresteps we need to take now to ensure a secure and lasting retirement. It is much more than investing. It is a complete plan with thought into everything needed in our later years that we would have never thought of on our own. Schedule an appointment today. You will be in good hands.

We have used Bowers Private Wealth Management for years and are very pleased with the preparedness…read morewe have for upcoming retirement. Our portfolio has been expanded and managed through the ups and downs of the markets expertly. Highly recommend.

Leslie answered all of my many questions and had to explain things to me more than once. She was…read morepatient with me. We compared many companies and plans, and we found the correct plan. She was amazing and now I have a Medicare supplement and a prescription plan. They both started on 1/1/24. She was knowledgeable and took in to account where I was financially, medically and personally. I couldn't have asked for better help. Friendly and professional and she helps you get a very confusing decision put into layman's terms, so you understand. Thank you Leslie! Definitely 5 stars!

Wow, where to begin. Leslie McMillan has done so much for my family that words can't fully express…read moreour gratitude. She worked tirelessly to help a family member get health insurance when we felt all the chips were down. Leslie went above and beyond to help us navigate the healthcare marketplace and then to secure supplemental insurance when Medicare kicked in. Not only that, she also delivered a personal touch by checking in on the health and welfare of our family, just because she cares so much. Thank you Leslie McMillan and LSM Insurance!

I was with Bonnie for over 18 year and State Farm overall for nearly 25. I made a major move and…read morehad to cancel. Never had a single problem with The service - always timely and proactive. Would do business with Bonnie and her team again without question!

I am very pleased with the service I have received as a customer of Bonnie Byrne State Farm. I have…read morealways gotten good service from her employees. I am leaving this review because of the professionalism of Joe.,He explained my situation to me clearly and followed up with answers to the questions that I had. I would recommend them to everyone.

We have been in business for 30+ years and we have used C H Wells CPA for many years to do our…read morepersonal and business taxes. Thay have always been professional and demonstarted great expertise. I totally trust them and believe their fees are reasonable. We have used other accountants and we believe we get a better value and service with C H Wells. In the years we have been using them we have made several important business decisions such as bringing in a partner and selling a business. She has helped us every step of the way and always provided excellent advice. I understand that tax season is a very busy time, but our taxes have always been done on time, even when I have been slow to provide the needed information. I have used other tax accountants and in my experience C H Wells is excellent.

In my opinion she is overpriced and provides bad service. I kept her for several years to maintain…read moreconsistency with my business taxes but now I'm moving elsewhere. I always felt that she did my things last, when she had nothing else to do.