No matter how young or old, getting solid financial retirement advice is important. Mark…read moreCourtemanche has all the credentials as a charted financial planner....plus he grew up in the financial biz and followed in his dad's footsteps! My husband and I wanted someone who had experience and expertise while understanding modern life challenges. He helped us immensely! We met him as strangers but quickly felt like friends. If you need help with figuring our your financial future give him a call!

From the owner: Retire with confidence! Get the answers you need with a holistic financial plan tailored for you…read moreand your family. Your plan will include Income Planning, Investment Management, Social Security Maximization Strategies, IRA Distribution Planning, Tax Strategies, and Insurance Services. We work with people that are already enjoying or nearing retirement.

Very agressive and rude. I did not feel like customer. I felt like a slave. Give up on…read morecommunication. Will not have anything with them.

It looks like doing business with Brian Raleigh will cost me for the rest of my life. I was put…read moreinto an annuity without being told the entire story. I was told that it would protect my money. I was not told that it wasn't my money and what it would cost to use any of it. However, that is not why I am writing today. This practice is common and not worth the time to write. I am writing because after Brian's firm got my money I was cut off and this has put me in a position where I will never make up the loses and well into my retirement I am still paying out, not getting back I was old enough to take money out without IRS penalties and needed some money. I called the office to ask Brian about it. He had always been so nice before he had my money. I was told that I couldn't talk to him I had to go to the annuity company and did so. That is when I learned about the annuity penalties. That was bad enough, but a few years later I learned that I could have gotten the money in a way that didn't cost penalties. If Brian had spent 10 minutes talking to me, he could have steered me in a different direction. But he wouldn't do it. I not only lost that money, but because I had no advice, I got a lot of extra taxes, both federal and state. If Brian had talked to me those could have been avoided. If Brian had spent 10 minutes talking to me, that could have been avoided. A while ago I wrote him a letter, it wasn't going to change the situation, but I wanted him to know. I paid to have it sent registered, signature required. I told him the whole story in more detail. Brian Raleigh, ignored that and I have the receipt that he got the letter. He used to have a radio show, may still have it, and it makes him look like a big expert. Do know that that is just paid advertising. I have lost all my money and more, thanks to Brian Raleigh's not giving me 10 minutes and a bit of advice. But he had all my money by then so I can only guess that he was no longer interested.

I've been working with Bob Mayhew at Cary Tax for the last three tax seasons. He is very…read moreknowledgeable and helpful, especially with my unique tax situations. I used to spend hours trying to make the DIY tax software work for me and now I'm able to spend a few minutes sending over my documents and Bob handles the rest! With COVID this year Bob was able to accommodate a totally touch free virtual experience. Documents are securely updated and we communicated as needed over email/ phone. Bob even managed to find us a refund due to new tax laws! I highly recommend Bob at Cary Tax to anyone who wants a pain free way to do taxes!

Terrible service. I hired this tax advisor when launching my small business, meeting with him in…read moreadvance to prepare. By tax season, he had forgotten everything and wrongly accused me of not actually starting my business. His errors nearly cost me $30K--had I not sought a second opinion, which led to a refund. He also botched my personal return, failing to account for a significant portion of my income. When I pointed it out, his firm blamed me for providing "nonstandard income documents"--even though I gave him exactly what he requested. Throughout the process, he treated me with mistrust and skepticism about my income level. The experience was frustrating and disheartening. Beware.

I have worked with Jessie at Cardinal Hill for over 8 years and was very impressed from the…read morebeginning of our relationship but my confidence in Jessie has only grown. I wouldn't trust anyone with my wealth other than Jessie, Robert and Brooke. Quality firm. Wonderful people.

From the owner: Our firm specializes in providing comprehensive financial planning to working professionals, small…read morebusiness owners and retired individuals seeking to plan for the future, minimize taxes and maximize their wealth. We leverage top technology to evaluate multiple aspects of your financial plan and combine our diverse professional background (one partner has a CFP and another a PhD in business) and experience to deliver value to every client we meet with.

Deborah was fantastic! She provides very thorough, holistic, and detailed analysis of our current…read morefinancial picture and steps to take in order to meet stated financial goals. She is very personable and a pleasure to work with. We made changes in our portfolio with the information we received back from her analysis and have a clearer picture to maximize our savings and investments.

Over the years I have had various sources of financial planning advice. Blue Water offers just…read morewhat I want - I pay for advice and I get it. The fee charged is in line with the amount of service rendered. The advice is well calibrated to ours needs. Questions we ask are thoughtfully answered. After an unsatisfactory experience with an advisor affiliated with a major brokerage, we interviewed about half a dozen firms to find a replacement, we chose Blue Water and after almost 8 years with them we are happy we did.

I keep getting calls from them to lower my credit card interest rates and they can not take me off…read morethe calling list because I have a credit card and that is part of the terms and conditions. I would never do business with them for this reason

In my opinion, the financial planner at this office, Brad Wilson, never seemed really interested in…read morehelping me, instead always steering me to take an action that resulted in fees for him. He never directly answered my questions. He often forgot the basics of my life situation so as to be able to financially advise me. He didn't even have a list of the funds available in the fund family he was steering me into, instead saying it 'has all the funds you would want'. (Turns out it did not). He's certainly a good salesman, but I don't think he's a good financial planner.