Horrible customer service. Using the online chat feature requires you explain your issue and then…read moreget told to call a phone number. Calling the number gets you an automated bot that repeats the same information every time you call (about signing up online for paperless even if you already have). Next the bot struggles to identify your problem and asks repeated questions. This is all after the online rep gave you the number to the department you needed to speak with. After three years the honeymoon is over and no one bothers to treat you as an individual and understand your goals.

Hello. I went in as a black retiree asking about my my 401k and 403b from a job that I worked for…read more34 years. I was told to sit in a dark room to wait for someone to assist me, I declined and stood instead. As white clients were coming in they were offered by I assumed the receptionist offered everyone water but me. The people who came in after me declined water because she passed me to ask them if they needed water. Thank you God for them because it was very hot outside. I thought this was a thing of the past but I guess it will never be.thank you to the young man who gave me what I needed to proceed with my retirement. What was so puzzling to me was the receptionist had a a accent! There also was a gentleman who arrived after me to open a estate account because he was the beneficiary of his late brothers estate, they took him in right away to a booth. Before going in to the booth the man said he had been a customer of fidelity for a long time. I thank him for that because he was trying to justify why he was being seen before me. I would never ever recommend this place to anyone who sees color as advancement. White may be your clientele but that's probably for reason.

There is so many things to say about this company and the owner (Jacqueline). I discovered her…read morethrough Thumbtack. I needed help with budgeting for a big purchase (my car), and I needed help. Now, I love to shop so this was a challenge for me. She provided a easy to follow budget, and even built in "spending days" for me to satisfy my shopping. I have just recently signed up for another budget strategy to purchase a new home. I will recommend her for ALL of your financial needs.

We love working with Jacquline for zoom seminars on money and budget planning. She's a wealth of…read moreknowledge! Great communication and happy to help each one of our members

We met with Liem to see what Trajan wealth had to offer as we prepare for retirement. Liem gave us…read moreso much of his time, was patient, professional, and made every effort to help us navigate our finances in retirement. He even went the extra mile when i was having trouble doing my taxes. He suggested that we meet so he could help me.

Accompanied my mom and dad on the retirement discussions and let me just say the staff here is…read moreamazing. Really put my parents at ease with all the decisions coming up. A+ all the way around

From the owner: Making Sense of Investing…read more Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Very attentive, professional, and affordable preparation of our taxes with quick turnaround. We…read morewere new clients in 2022, and are returning in 2023 for our tax preparation. I have recommended The Rascon CPA Firm to my friends and family in the area, and no one has been disappointed.

Horrible. So bad I didn't use her work and hired another firm. She threatened to keep my…read moredocuments, so I called the state to find out she was not certified.

Danielle has been my financial advisor for several years and will be for many many more! She is…read moregreat at what she does and always puts the clients best interest first! I highly recommend using her!

Danielle is so knowledgeable, helpful and has prepared us for our future! She listens intently to…read moremake sure that our goals are met and that our accounts reflect our future dreams! Highly recommend!

After going to several enrolled agents and CPAs, my brother introduced to this office and I am very…read morehappy. I met with David to explain about my IRS problems. For some reasons, I was constantly getting letters from the IRS with an increase in my tax bills and errors with my returns. I did not know the reason for this. David assess my IRS correspondences and knew immediate the solutions. He gave me several options and was able to get my business straighten out with the IRS. I have not had any other issues with the IRS since. His office has been extremely helpful and all contacts were professional. David even assist me in restructuring my business to a Corp to Corp and saved me a reduction of half my tax bills. I am glad I finally found a CPA that I trust completely. And his advice and insight are invaluable in helping me understand all this confusing tax stuff.

I was looking for a new CPA and found David with his amazing staff. And Thank God for these Tax…read moreProfessionals! They make filling your taxes easy and the customer care from Wendy is caring and welcoming. Even though filing taxes can be stressful, these Professionals take that burden off of you! They are a True Blessing

I found Infinity Financial through luck. I was surprised by the level of expertise. Customer…read moreservice is great. I have an MBA I know.a good financial services. When I see them. My gut was right, I left lasts years return and. David found 996$ that had been left on the table. Infinity offers a wide range of services to individuals and businesses. I can recommend

I dreaded coming here because we talked about the same thing over and over and when its done, he'll…read moreask to check-in on FB or want to take a picture of me at the office. He'll even ask again if I checked-in before I even stepped foot out the door. I finally had to tell him that I am not comfortable with social media knowing my location. He never harassed me about it again. The first time I came here, I was interested in what David has to offer b/c after receiving a letter from the IRS, it feels intimidating and I wanted to be sure to take the RIGHT steps to handle this case correctly. Before coming to Infinity, I read the notice from the IRS thoroughly to be well-aware of my situation and what I can do to fix it. I was told David just started the business and that he could help me with my tax situation when I was well aware I could have taken the steps myself by following the SAME instructions that was listed on my IRS notice. But here I am, helping him market his business. Throughout the times I was scheduled to meet with him, at some meetings I had to give him some papers and some meetings he just spoke in circles. He never once discussed HOW MUCH each step was going to be or if I wanted to proceed with them. Instead, at our LAST meeting, closing up on my tax case, he tells me the fees and changed the price a few times infront of me which makes me feel very uneasy, and it was a grand total of $500. Oh! And then he'll seal up the paperwork and place it in a Priority Mail Flat Rate envelope and have you pay for the shipping rate and drop it off at your nearest post office....... My dad had a similar case as me and all my brother had to do was call the IRS line and they'll guide you through the process, FOR FREE!

Love this company and the owner. Very honest and respectable. Would refer this company fresh start…read morecredit inc to anyone I know having issues.

Roland is a trusted source to help individuals get back on track with their credit. I am a Real…read moreEstate professional bound by the Code of Ethics. I met Roland about 8 years ago and became a client. After my success I was able to qualify for my needs to purchase whatever I wanted. I knew then that I could trust him with my clients. Now Roland is a colleague and together we have helped many clients to achieve their American Dream which is a new home.