I used Kim to get quotes on auto and homeowners insurance and she saved me a ton of money! I will…read morerecommend Fierst Choice to all of my friends and family. Their service can't be beat!

I was very satisfied with the service that this place offered me and insurance broker Ashley…read moreMessner was a big help in resolving some insurrance issues I had today and she helped me resolve all problems and completely fixed my issues. I am very satisfied with this business. Anyone in needs of insurrance help visit the office of Ashley Messner she will help you the best she can.

This firm is the best that we have worked with by far. We have been working with them now for a…read morenumber of years after they were recommended by the attorney who prepared our wills. I can only say I wish we'd met much sooner. Joe and his associates are always available to answer questions and provide guidance and recommendations. They meet quarterly with clients to review and inform on progress, so we feel we are informed and in charge of our personal situation! If accounting services are required, they are available within the same complex.

In life it's so important to remember you always have options. I fully believe in resourcing myself…read moreto make sure I know all of my options when I'm making an important decision. Collaborative divorce has saved us so much time and money for a more peaceful and faster journey. When I started my own process, I felt very anxious about whether we could afford to part ways, and I had lots of ideas for how to split finances. We needed a credible, neutral partner to help us navigate what is really one of the most consequential steps of a divorce. Michelle provided a structured, transparent and friendly process of us to sort it all out in detail. After just a few short weeks working with Michelle, we now both feel empowered to move forward, knowing exactly where we stand financially separately. Where we didn't know how to proceed, Michelle was able to gently propose multiple options. It was a comforting reminder that every situation is unique and there are peaceful ways of keeping everyone in the best financial position. We were ultimately able to navigate to an optimal agreement we wouldn't have gotten to on our own, thanks to Michelle. We are crystal clear on how to split everything and why. We both also feel like we've done a thorough scrub of our financial health for the short and long term future. Sincere thanks for Michelle for her mediation, financial expertise, and kindness.

I have worked with Michelle for about 5 years or so and she is a thoughtful, smart, thorough, and…read moreskilled financial mediator. I have drafted divorce legal documents from her work as a mediator and have been in meetings with her in the Collaborative divorce process as a financial neutral. She helps clients navigate the task of gathering financial information, organizing it, considering various options while looking at the tax implications and needs of a family during the divorce process. She listens and works as a team to problem-solve with and for our clients.

I've used Ralph Vix as my accountant/CPA for the past several years (and chose to utilize him after…read morehe left his previous employer, Bayerkohler & Graff). Ralph came highly recommended from my financial advisor. He's very communicative and patient with my numerous questions (as I'm not tax/financial savvy!). He's brilliant and has been super helpful with both my small businesses. I've since recommended him to over 6+ people!

We have been working with Kyle Anderson for several years now and he is rock solid. Kyle is…read moredetail-oriented, professional, and extremely knowledgeable about tax law and accounting topics. He gives excellent advice for my organization and stays in touch throughout the year to ensure we feel supported. I highly recommend Kyle's services!

My wife and I met with Kyle from Quarry Hill in 2021 while looking for a new financial advisor. We…read morehad an introductory meeting where Kyle listened to our situation and asked some great questions about what we needed in an advisor and told us about what they do and a bit about how they work. We felt great in that initial meeting and set up a follow up meeting where Kyle was able to explain their philosophy (important), how they make money (also very important) and specifically what services they would be able to provide to us. That second meeting was helpful because after learning about what we were looking for Kyle was able to ask something to the effect of "Are you looking for a guidebook? Or are are you looking for a sherpa?" I am sure those weren't his exact words, but the point was... Quarry Hill really focuses on taking the burden of managing money for folks who either have little interest in doing all the work themselves or just have better things to do with their time; they are really good Sherpas. Turns out, my wife and I both really felt like we wanted to play a more active role in managing our finances, but were mostly looking more for occasional guidance. Kyle was very generous and recommended a specific local advisor who would be more of a fit and cost less. We followed that advice and ended up going with his recommended advisor. I really value the time he spent with us. I really felt like he had our best interest at heart and I would highly recommend meeting with them if you're looking for a full-service advisory.

Bait and Switch - BEWARE! Quarry Hill advertises a "free individual financial assessment." After…read moreproviding extensive personal financial information to Quarry Hill (WHEN THEY REQUESTED IT), we were not given the financial assessment but instead were subject to hard sales tactics to sign up for their services. They are unethical.

we loved working with Eileen! she is passionate about what she does and she is so great at…read morecommunication! you really feel as though Eileen is fighting for you as her client which speaks volumes to us as first time home buyers!

Eileen Theisen simply awsome, personality, experiance, dedicartion, knowledge, diligence focusing…read moreon helping us find and achieve our dream. This only begins to describe the experiance we have enjoyed working with Envision Capital, Eileen and her, our, team. We were on a unique journey into homownership. Not sure what we really wanted and needed and what we could do, what options were available. Instead of a bank or other financial options, going with Envision Capital independant mortgage broker, Eileen Theisen, was the best direction to go and a great decision! Eileen and this team helped with finding the right fit. Having options available and everything ready if and when things come up and any changes needed always accomplished. Going the extreme extra, double work, always communicating everything. Pushing and keeping us all on track with whats needed and all time lines. Everything! Could not have done all this without Eileen and our team! The outcome was great. We love our home and our team!! Thank you for everything. If anyone is thinking about home ownership I would strongly suggest this group, with Eileen Theisen!!!!!