the entire staff is pleasant, patient, kind and knowledgeable!…read moreAlison and her team have shown me outstanding support and respect. this is a 5 star organization. I would encourage anyone [and have) to seek out their counsel.

Another year has gone by with Dan White and even though CD rates are up around 5% again, my fixed…read morerate is still 2.65%. Be careful, my first rate was for one year only and then went down (I was told because the rates went down) Now after rates have been up for 2 years, my rate has not risen. I got a call about my first rating and they asked what they could do to fix it, I said raise my rate - heck if they invest my money in CDs, they will make 5%, so pay me 4%. I understand the caps on market wins (because they make sure you don't lose money) but with fixed income, it should be close to market rate (especially since it resets every year.

Diversified has been handling our finances and taxes for sometime now. We've been extremely…read moresatisfied with all aspects of the services they provide. If you're looking for an honest, attentive and professional company to handle all you financial needs, including retirement planning, Diversified is the company to choose.

From the owner: We Invest in Your Happiness. Contact us for a free consultation. read more

The Brousseau's have been handling my finances for years. I highly recommend them.read more

From the owner: Certified Public Accountants Financial Planning…read moreIndividual Tax Preparation Individual Tax Planning Individual Tax Problems Personal Financial Planning Small Business Accounting Bank Reconciliation Quickbooks Services Our high standards, service and staff spell the difference between our outstanding performance and other firms. We make sure that every client is served by the expertise of our firm. Our firm is responsive. Individuals and companies who choose our firm rely on competent advice and fast service. We provide total financial services to individuals, small business and not-for-profit companies. A certified public accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves. Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed decisions. We do not accept anything less from ourselves and this is what we deliver to you.

I started a non-profit over a year ago and had absolutely no idea what I was doing. Working with…read moreCover & Rossiter, Vickie and Samantha really helped to shape our organization and has gone beyond our expectations to help us now that we got our 501c3! It was really tight in our first year and their firm worked with us financially and gave us options. In my opinion they really value and work for the non-profits! Im excited to grow our financial program over time and am glad to have them supporting us.

Excellent CPA firm with a specialty in captive insurance companies. Strong ethos of caring and…read moregiving back to the community.

Transparency. Listening to clients wishes. I chose to work with this firm because I wanted the…read moreunbiased services of a fiduciary. Prior to signing on the dotted line they were over the top attentive and afterwards it was "crickets. I expressed that I didn't like annuities and they invested 1/2 of my funds in a poor performance annuity. The returns on the other half were mediocre as well. They sure took their fees, though. I took a significant loss when I decided to get out of the annuity but feel it was worth it. Take your money and run!!!

Excellent service, they have Check Cashing, Pawn shop, and lots of other items they sell. Service…read moreis amazing.