I am totally amazed at how wonderful the Manning Group works. Stacey Notely is as advertised. He…read morealong with his Group of constituents helped me so so much until it was unbelievable. Now my scores in all three credit bureaus is 740+... Thanks Stacey you're the best..

I have worked with The Manning Group for a couple years now. It has been great. The staff is…read morewonderful and really pays attention to your needs. I would highly recommend The Manning Group for your financial credit help or advice.

I have worked with Nancy for many years, and she has provided personal, charitable and business…read morebookkeeping and tax filing services to me and others I have referred to her. No complaints ever. She is thorough and careful with complicated issues, and can research things she is not immediately familiar with. She has a stable staff of people who can handle my needs quickly and efficiently if Nancy is not available. When the IRS reaches out (which can happen for a wide range of reasons unrelated to the filings), she can handle all the communications on your behalf. You will find her demeanor calm and low key--she is easy to talk to. She is not the most inexpensive accountant out there, but if you want decent service and expertise, don't look for bargain rates. I also like the online E-Organizers, sent each year to help with organizing and submitting my documents.

Nancy Phillips is an extremely competent, knowledgeable and efficient CPA. We have used her…read moreservices for complicated tax returns and she has done an excellent job. Her staff is dedicated and helpful. Along with her business and tax abilities, Nancy has a heart and concern for her clients. She offers personal service and maintains the highest standards of continuing education. With our ever changing tax laws, Nancy keeps up to date. She is also qualified to do estate planning and trusts. We highly recommend Nancy and her staff for all your tax needs!!!

I was frazzled because I could not locate my statement from Schwab for tax reporting. It had been…read moremisfiled. I called Schwab and got the kindest man who walked me through the process to access my account and this I was able to sc was my documents. He was the most patient person I ever spoke to. They actually care about their clients.

My daughter just turned 18 this summer and took to open an account in person. She filled out the…read morepaperwork and had the Charles Schwab person look at the paperwork to make sure there were no mistakes and handed her a check, everything we were told was okay. Daughter told that next day she would have an email to start trading, etc. Day 4, called Charles Schwab and told by them that there was a date that was wrong however they didn't seem to either to time to call or email that there was a mistake with the paperwork. I guess they don't need any new clients. Great learning opportunity for daughter in that if they don't care enough to get new clients go where you are treated as a person and don't worry about businesses like Charles Schwab.

The fee was too high for the initial consultation. Doesn't seem smart or ethical to ask a person…read morefor that much money for an initial meet, just seems like a way to ward off people in a certain financial bracket, which signals a kind of elitism that is off putting.

I had the pleasure of speaking with Ms. Williams and she was not only kind and patient with my…read moreconcerns but also provided detailed explanation into each concern I presented. She proved to me that the PSLF is in fact real and genuine and that I was duped by some oddball company posing as an ally into forgiving my loan. She not only made me feel more confident in myself but also provided information on how to help myself through filing my own paperwork each year and getting my PSLF on track! I can't thank her enough and I most definitely recommend her and the team at Worth Winning. They are totally WORTH it and now I am WINNING because of them! Thank you Ms. Williams!

SWP has been great at getting all of my finances organized. Courteous to my needs and very…read moreprofessional.

From the owner: We specialize in fulfilling financial and personal goals through business…read moreconsulting, portfolio management, and financial and estate planning. From high net worth estates to straightforward 401(k)s, we tailor each comprehensive plan to meet the clients specific needs. We help to establish and uphold individual planning objectives, and we ensure that all aspects of financial life work together.

Horrible experience!!! Stay away very unprofessional company. I've sent them my taxes 3 separate…read moretimes, they do not keep up with files, John is TERRIBLE with communication and had horrible service. You'd be lucky to get your taxes done ever, this company is trash!

I worked with Masood from this firm. He was very easy to work with and answered all my questions…read more No one likes to do taxes, especially when you own a business! Masood made the process easy and understandable, he was also very patient as I tried to organize and gather all the necessary documents and forms I needed to process taxes. I will definitely work with this firm again.

Cathy and the entire team at Dewitt & Dunn are exceptional. I've had the privilege to know them for…read moreover 20 years now. They are experts in asset management, estate planning, tax planning, insurance solutions, and so much more when it comes to helping people with money. That's what I enjoy most, is their holistic approach to managing money and helping people navigate retirement. It can be a scary and daunting topic, her whole team are top notch and subject matter experts. I would highly recommend giving Cathy and the team at Dewitt & Dunn a chance to help you with your financial needs and achieve your retirement goals.

My dad recently passed away and I inherited his assets. The money he invested in annuities…read morerecommended by this company lost over $100,000 over the past few years. Why didn't they get him out of that product that was losing money every year and get him into something safer? I cashed out all his investments with this company and and am now making over 5% APR by moving the money to a high yield CD. No more losing money. And I would never take advice from anyone who isn't smart enough to realize how stupid she looks in those glasses.