My husband and I were looking for a new company to help with our taxes. We were tired of the bigger…read morecompanies not paying attention to our taxes and just trying to rush through them. We had an initial call with Andy a few weeks before we came in to file and he answered all our questions and he asked us questions we hadn't even thought about. We came in yesterday and it was great just being the only one's there and going through our taxes in detail. We felt taken care of and not rushed. We will be back next year! We also appreciated the small play room they had for our daughter since we had to bring her in with us. Thanks Friess Financial!

I can't recommend Richard & SerenityWM enough! Richard is an incredibly knowledgeable & helpful…read moreFinancial Advisor. I have been hesitant to work with a fiduciary for years and decided to connect with a CFP to see what the experience would be like. Richard was incredibly patient and walked me through answers to all of my questions and provided such great insight to questions I didn't even know I needed to ask. If you're looking for a patient, helpful, intelligent, & friendly Financial Advisor that will make you feel incredibly comfortable, please reach out to Richard & team.

I highly recommend working with Jason at Serenity Wealth Management. I have always been reluctant…read moreto work with a financial advisor as I felt I could manage our financial situation myself. However, after having several conversations with Jason prior to agreeing to become a client, I soon realized someone with Jason's financial expertise, level headedness, and genuine concern for helping others was exactly what I needed to put us on a better path to financial security. He takes an extremely thoughtful approach in establishing financial goals and the appropriate strategies to reach them. Most importantly, Jason always takes our concerns and opinions into consideration when discussing what our next moves should be. This creates a significant level of comfort and trust that can be extremely difficult to find in an advisor. Jason's unwavering commitment to help us reach our goals is evident in every interaction we have with him, and his ability to clearly and effectively communicate to us on sometimes confusing topics sets him further apart from the crowd. One of the biggest factors for us is that Jason's expertise goes beyond portfolio management, retirement planning, and investment strategies. Jason was an enormous asset to help us determine how to best manage paying for a basement remodel. He not only reviewed the cost/benefit scenario analysis of debt vs. cash payment, but he also researched loan providers and rates to ensure we made the best choice. Additionally, Jason assisted us in re-evaluating our life insurance policies and provided well thought out and clear recommendations on how to structure them to better fit our financial goals. Lastly, Jason is extremely responsive and willing to answer any and all questions we have. The amount of consideration Jason puts into his responses makes it obvious that he truly cares about his clients, and doesn't just try to check a box. I cannot recommend Jason and Serenity Wealth Management enough. I look forward to working with them for years to come, and have full confidence that they will continue to deliver on their promise to help us reach our financial goals.

Having a fiduciary you can can have total trust and faith in is daunting! It took my wife and I…read moreseveral years to locate a professional that we felt comfortable with. After attending one of SIS' seminars we setup a meeting and had a wonderful discussion with their professional team. SIS laid out several investment strategies that eventually led to the creation of a portfolio we felt comfortable with. Now, my wife and I can enjoy our retirement without having to be concerned about the health of our nest egg. Let SIS help you sleep worry free! Mike and Beverly

My company has been a customer of Jonlyn for 10 years or more. They do payroll, corporate taxes as…read morewell as personal taxes for myself and my partner. They have always been helpful, fast and professional. Highly recommended.

I would strongly advise people to look elsewhere! I met with John for financial guidance and to…read morecomplete my taxes. He provided false information regarding my retirement fund, which cost me money and will cost more money to correct. He was never willing to return a call regarding this and would have his receptionist email me without ever taking accountability for the matter. He also failed to include my personal expenses in my tax return despite the fact that I provided spreadsheet detailing expenses along with receipts. I had to pay another accountant to file an amendment, resulting in a substantial refund. Of course, this also cost me money. Bottom line...if you want to waste your money, use their services. Otherwise, go elsewhere!

This company was sued in 2023. Multiple unnecessary…read moreannuities were sold for the sole purposes of generating commissions. This is called "churning" it was very disheartening to learn of this misrepresentation sadly following the owners suicide.

My wife and I have been with MJA for some 15 years, and we are as happy as we can possibly be with…read morethe financial advice and care their team has shared with us. We have followed all of their recommendations, and we are on track to retire accomplishing all of the goals MJA and we set together so many years ago. We consider, Marc, Wendy, Michael and their entire team as family. We talk regularly, even if they're just checking in with us to see how we're doing. Anyone who gets the opportunity to work with MJA will be very, very fortunate. In a world with a lot of bad advise and noise, MJA rises above the rest with sound, considerate, excellent advice!

Been going to this place a few years. I highly recommend getting your taxes done here. I was a fool…read morefor ever going to the block.

recently in my partnership with the MAASIFIED law group, I discovered that there was an error on my…read moreW-2 document that costed Blake Gradek thousands. I contacted Mepham's tax service, and the lady on the phone kept calling me "MARCO" and telling me to "Take My Time" and now i will no longer be using this service.

Michael has really helped my family and I financially and led us in the right direction. I really…read morelove his attitude and passion for what he does. He really knows his stuff! Not to mention his staff is very professional yet down to earth. I've met with many firms and traveled abroad, and you can't get this type of knowledge or care just anywhere. Look no further. You won't be disappointed. Michael does what's best for YOU not for him. That's what counts.

We began our relationship with Andrin Financial in the 1990's. We've been fortunate to have worked…read morewith generations of Andrins at Andrin Financial. First, it was Andy Andrin, next, Steve and now Jeremy. The Andrin Financial accounting business has offered the best tax preparation and tax strategy we could ever ask for. This is a family business that cares deeply about their clients. I highly recommend Steve, Jeremy and their team.

I am delighted to highly recommend Andrin Financial accounting and more than happy to give them a…read more5/5 star, A+ rating. I could not ask for more than their friendly, personal, efficient comprehensive financial service I have received for over 15 years for my two businesses and my personal finances/taxes/etc. To date there is nothing they can't handle. Everyone on their team has gone above and beyond and all are extremely helpful, friendly and diligent. They take the confusion out of my entire accounting/tax/etc service and they are extremely patient with me. I hope to never change accounting firms no matter how large my businesses grow. Basically, with awesome personalized service, integrity and knowledge, Andrin Financial cannot be beat.