My accountants started out as Stiles & Carter in Elizabethtown. Then, they changed names to ARGI…read more Now, they are Cerity Partners. They stopped doing business with our company and others since we don't use them for investments, etc. During the time they were handling my payroll, they deducted payroll taxes but twice didn't send them to the government. The first time I had to pay a penalty. The second time, I didn't know it wasn't sent properly until I got a notice from my bank that my checking account had a lien. I haven't used them for a couple of years and today I get a bill that says I owed an invoice from Jan. 2024. I would never recommend using them for anything. I can't imagine how investments would work when they can't send in payroll taxes on time.

From the owner: Cerity Partners is a national, full-service Wealth Management firm. We fulfill the needs of…read moreIndividuals & Families, Businesses, and Nonprofit Organizations though Financial Planning, Business Owner Advisory, Cross-Border Financial Planning, Investment Solutions, Estate & Gift Planning, Tax Planning & Preparation, Retirement Plan Advisory, Financial Wellness Coaching, Executive Financial Counseling, and more. Our team of highly qualified individuals offer one-on-one support and objective advice for every aspect of your financial life. Curious about learning more? Let's talk.

You'd think the vast majority of brokerage-related needs could be handled online or over the phone,…read morebut there have been a handful of cases in the past few years when I've been very happy there's an actual brick-n-mortar Fidelity branch in little ole Louisville. Sure, I wish it were downtown instead, but in this day and age it's sometimes nice just to have a place where you can talk face-to-face with a real person. (And when I come out here to the 'burbs, it's a great excuse to grab a bite to eat at Guaca Mole!) Anyway, as for Fidelity in general, these nice people babysit a nice chunk of my net worth, and they seem to do a pretty good job of it. Plenty of low-fee funds. They don't ever try to steer me into anything stupid. Vanguard still might be my fave, but I'm pretty faithful to Fidelity (get it?). If you ever feel the desire to hug a broker, you could do a lot worse than a visit to Forest Green Blvd.

I asked for a rollover from my IRA account and they did a distribution by mistake. I called…read morecustomer service and they refused to fix their error, even though they listened to the recording of my phone call and I did request a rollover. Worst customer service ever.

Had a chance to meet with Jim Jones at Strategic Wealth Designers on Monday. First time with this…read moreadvisor and I am very impressed. With a background that includes a CPA, MBA, and CFP, he was able to answer questions ranging from tax implications of my various retirement accounts (including the ones not with SWD, and detailed analysis of the best date to take the RMD from particular accounts to maximize the earnings before the withdrawal. He is easy to work with but very detailed in his thinking.

I rolled my IRA when I retired into an index annunity. i did this after watching his show and…read moremeeting with Matt Dickens. I had a positive return on my investment for one year, I didn't lose money but made nothing for 10 years. I think it was a scam, period!

My wife and I attended numerous seminars, watched many webinars, read books, tried valiantly to…read moresort the chaff from the wheat and navigate the complexities of retirement planning. For some it's easy. For us it was overwhelming. When we began considering the countless possibilities, twists, turns, and potential mistakes that lay in wait, we realized that hiring a professional fiduciary was absolutely the best thing to do. So, we began shopping around. We read reviews and scheduled meetings. Both online and in person. Terry's webinars and his book impressed me. He seemed honest, very knowledgeable, and personable. We scheduled a meeting. That initial meeting far exceeded our hopes and expectations, and we decided to put our trust in APG. Terry ran complicated analyses of our situation and assets. He used proprietary software that took everything into consideration and helped maximize our gains and minimize our tax and future Medicare costs. This approach is vital because the software and the approach Terry uses identifies potential pitfalls and mistakes that so many folks make. His knowledge of current trends, law, investment options, and regulation combines the human component with the number crunching, and together, you end up with something that simply can't be obtained unless you have the innate knowledge and tools to reach that goal. Another reason we chose APG is their estate planning service. They offer legal assistance (through an attorney) that will help protect all of your assets, ensure you avoid unnecessary probate, and lay out clear instructions for your loved ones and heirs. Kelly is phenomenal, patient, and incredibly good to work with. Most importantly is the personal service. While some are fine with zoom meeting and phone calls, we wanted the option to be able to sit across a table and have things explained to us until we understood it. Terry and Kelly are amazing at this and have audiovisual aids and technology that facilitate that learning. We found it important to (initially at least) be able to get to know the folks we were handing our life savings over to. Terry and the entire crew at APG are sincere, patient, extremely knowledgeable, and we are genuinely delighted that we've found them and they're assisting us in our retirement journey.

From the owner: -Wealth Management -Retirement Education…read more-Income Strategy -Estate Planning & Preservation -Tax Planning

Paychex is the worst payroll provider I've encountered in 13 year of being a small business owner…read more They promised to provide everything "under one roof"--payroll, tax pay, workers compensation, unemployment, insurance, 401k and they have screwed up every single part of this "package". The company is so big that I have talked to managers before who do not know that a person I am talking about at Paychex is one of their own employees! As a business owner you literally have to double check EVERYTHING because even though they are your "trusted" payroll provider they will not think ahead or help you identify potential issues--and I don't know what I don't know about Payroll. I know about my own business and that is why I hired a payroll company. Whatever you do, do not use this company!

We have received excellent advice and service from Alan and his associates. I had a very difficult…read moresituation with my mother's estate and they had the very best people to assist me. Highly recommended.

From the owner: Mercurio Wealth Advisors' mission is to create and grow your wealth, protect and preserve your…read moresavings and plan for the distribution of your retirement savings in the most tax advantageous way for you while living and for your family when you walk out on life. Our primary focus is retirement income planning so that you can enjoy a more stress-free retirement lifestyle the way it was meant to be.

We have been working with Pete for several years now and he has been an asset to our financial…read moreplanning for retirement. With the recent downturn in the stock market pete has kept in touch with us regularly through email with stocks/investment updates as well as letting us know we could come into the office for a personal visit to review our portfolio. We took him up on his offer and scheduled and appointment today. Pete is a super down to earth person who spends ample time with us. We are never rushed. He always wants to hear of our latest trip, how are daughter is doing, what our financial goals are, projects we have going on etc. He is through and really does have our best interest at heart. He explains where our money is and how individual financial products work. Today we reviewed structured notes. Additionally we have annuities that will generate a lifetime income once they mature. Again he takes all the time we need to get our questions answered and put us at ease. He has a nice homey office where you are made to feel welcome. There are snacks and coffee availabe which was nice today since we were there for just over 3 hours. Parking is available right outside the door which is nice. He is prompt with returning g phone calls and giving suggestions on our investments outside of amerprise. Goid guy. Great service