I had a time sensitive matter that I needed CPA advice on. Even though it was the weekend, Erik…read moreresponded within an hour, we were able to schedule an appointment same day, got some of my questions answered, then Erik sent me a follow up email the next morning (Sunday morning) with all the questions answered!! I greatly appreciate the timely and detailed response and customer follow up!!

Responded quickly and was very helpful when it came to explaining our situation to us better then…read morewe knew ourselves!

Kate is awesome at what she does. She helped me get my finances back on track. I learned so much…read moreand feel so much more confident with my money. Highly recommend.

I highly recommend Kate to everyone I know who wants to feel empowered by their money. Her process…read moreis simple, and I incorporated the information I learned into my ongoing financial management.

Solid service, very professional. Used them briefly but was pretty happy with the results. Easy to…read moreget in contact with.

Eddie is a super smart professional who seems to do it all in the financial realm. He is a…read morefinancial planner, investment advisor, and a tax professional. His broad array of expertise can help you see the bigger picture: what to plan for and how to do it. Plus he is a very personable guy, so it's easy to talk through things with him. We have used him for a couple of investments as well as tax prep and found everything to be extremely organized and professional from start to finish. Highly recommend him and his firm!!!

I would recommend this company. I am so impressed with their dedication to their customers and how…read morethey get things done. I started with them as a result of some business tax matters which ultimately became personal. They made the process easy to understand and guided me through the process. They made me feel as if I matter and were concerned about getting the job done right and in a timely manner. It is never easy when you are dealing with financial difficulties; however, if I were ever going to recommend an advocate, it would be Safe Harbor Financial Consultants.

I have known Stephanie for years and she is an excellent financial planner and advisor. I trust her…read moreimplicitly and highly recommend her.

Joe and his team took almost a month to get back to me on a recent refi attempt. To say they were…read moreunresponsive is absolutely accurate. Ultimately I was informed my credit score was 10 points too low to do a jumbo refinance, something they could have told me 5 minutes after being contacted and looking at my credit score. Very disappointed, what a waste of my time and energy.

It was great working with Joe on my last deal. Joe started off by beating the previous rate my…read moreclient was provided by other lenders. He was very helpful throughout the deal process as we changed a few of the key deal factors he was able to provide quick responses and well thought out answers to the questions we had. In the end our deal was quick and smooth to close!

A very poorly operating mortgage company. Extremely unorganized and not truthful with their…read moreresponses. I was mistakenly charged an extra payment for the month of August. It took several calls to the company and nearly (1) month before I received the funds back into my checking account. Unfortunately you don't get to choose who will be your assigned mortgage company just hope you never end up with Fay Servicing which I found out is actually a debt collector! I'm definitely not a fan of Fay Servicing.

Quality servicing from local professionals that have expertise in the space of home loan servicing.read more

Incredibly intuitive coach that really takes the time to learn you and your goals. Alisha helps you…read moreget to a place of results that you can appreciate in a deeper way.

Alisha's depth of experience shines through in her ability to professionally and compassionately…read morehold space for others. She has a generosity of spirit that is rare and goes above and beyond for her clients. What sets Alisha apart from other coaches is her devotion to God and her ability to set aside her own ego to guide others back to themselves and their own connection to a higher power. Definitely one of the most vibrant and God-led people I have ever met. Her demeanor is contagious and enlivening. She is a true gem. If you want to change your life forever, don't walk, RUN to book a session with this woman!