WORST bank I have EVER dealt with in 50 years of banking. This is a business that has no time to…read morecorrect or explain their mistakes, I went elsewhere and am much happier.

Sandra and Dyanna, are the best. always solving my problems love this banc. i will never switch…read morebanks

Thanks to Dan and his staff for going above and beyond all our expectations. As a personal injury…read morelaw firm, we have referred all of our clients looking for a financial advisor after settlement.

I started working with Dan over 4 years ago and he has been taking care of my accounts like their…read morehis own. Dan is very professional and is always consulting me on changes in the market and what should be my next move in growing my business and personal finances. I recommend The Warren Group to anyone that is looking for a strong company that will provide you the service you deserve and the trust that you need when it comes to your business and family.

And my rating would be higher if there were more stars. I have been a delighted client of Andrea…read moreRoschke's and of the firm, for more than a decade. Every member of this staff works hard to make my life as a business owner less complicated, so that I can focus on the stuff I'm good at -- which by the way IS NOT ACCOUNTING! I never worry, and I never miss federal or state payment deadlines or any other kind -- these guys are all over it. And the best thing? These are REAL human beings who are smart with my business (and with theirs) while being lovely to do business with. If they'd let me, I would outsource ALL my professional needs to them and sleep peacefully every night. Roschke & Wall gets my highest recommendation!

If Yelp had a 10 Star rating I would give it to Roschke&Wall. I've been doing business with Andrea…read moreRoschke for about 10 years and she is the best CPA I ever had and dealt with. She is extremely knowledgable and her calm demeanor is great. I also deal with Danielle for my BOE returns and she was always extremely helpful and knowledgable. Throughout the years I changed a lot of people that I was doing business with but Roschke&Wall will remain my CPA's forever. Thank you again for the years of stellar service.

Working with Planatek Financial was one of the best decisions we made during our home purchase…read more Buying your first home comes with a million questions, but the entire team made the whole process feel so much less overwhelming. They were professional, easy to work with, and kept everything organized from start to finish. They found us a fantastic rate, but what really impressed us was how available they were. Whenever we had a question or needed reassurance, they were just a phone call or text away and always took the time to walk us through everything. You never felt like you were just another client. They truly made the home-buying process easier, and we would recommend the whole team at Planatek Financial to anyone without hesitation!

January 2025 we purchased the home of our dreams and it was all thanks to Simone and her team…read more Simone and Dana both made the loan process the smoothest I ever experienced and were so communicative the entire time never leaving us in the dark or adding to the stress that is usually accompanied with buying a home. Fast forward 11 months later and they were able to help us refinance to a much better rate and again, the whole process was beyond amazing and surprisingly very quick. We have already provided their info to many people we know and we will continue to do so and will never use anyone else when securing a home loan again. They definitely have clients for life with us!

I worked with these folks about 10 years ago and again now. Both times they were fantastic to work…read morewith! Tom made the process easy and hassle free! I would recommend them to anyone that needs working capital quick and without the stress.

Great customer service! I would be happy to use them again. Pacific capital came in hand at the…read moreright time

Disappointing. Would not recommend them. Non-responsive and are currently soliciting people to file…read moreclaims for the Kwong vs IRS case and charging 30% of money they recover, plus approximately $2000 to do the filings.

Professional, courteous and knowledgeable! Filling your tax…read morereturn accurately and being able to back it up if the IRS ever sends you a letter is absolutely crucial. The level of detail that this company goes to cross check all the figures with multiple people is phenomenal. Carolyn is amazing and is the reason why I chose tax pros. All documentation is loaded on a secure portal which can be accessed with an app making everything super simple. Even though this is a process everyone dreads; this company guides you along the way and makes it slightly less painful. Can't recommend enough

When we first reached out to Michelle, my wife and I were feeling lost and honestly a bit desperate…read moreto get control of our finances. Living paycheck to paycheck--despite having solid incomes and no kids--was frustrating and stressful. We initially expected to walk away with a simple budget. What we got was so much more. Michelle didn't just organize our numbers--she gave us clarity, confidence, and peace of mind. She removed the fear we had around money and replaced it with a real plan and direction. More importantly, she set us up for long-term success and a stronger financial future. We truly can't recommend her enough.

I was so confused with which direction to invest to add better security my finances. I decided to…read morework with Michelle, and I realized she was so much more of an asset to me than I ever expected. She has me so much more confident in my financial decisions, especially when she is right there with me when I need to make them. I can definitely say that I am much better off with her than I was without her. I appreciate her so much, and I believe she would never steer anybody wrong. She's a very savvy lady when it comes to financial matters. Give her a call and see for yourself!