Terrible service. I hired this tax advisor when launching my small business, meeting with him in…read moreadvance to prepare. By tax season, he had forgotten everything and wrongly accused me of not actually starting my business. His errors nearly cost me $30K--had I not sought a second opinion, which led to a refund. He also botched my personal return, failing to account for a significant portion of my income. When I pointed it out, his firm blamed me for providing "nonstandard income documents"--even though I gave him exactly what he requested. Throughout the process, he treated me with mistrust and skepticism about my income level. The experience was frustrating and disheartening. Beware.

I've been working with Bob Mayhew at Cary Tax for the last three tax seasons. He is very…read moreknowledgeable and helpful, especially with my unique tax situations. I used to spend hours trying to make the DIY tax software work for me and now I'm able to spend a few minutes sending over my documents and Bob handles the rest! With COVID this year Bob was able to accommodate a totally touch free virtual experience. Documents are securely updated and we communicated as needed over email/ phone. Bob even managed to find us a refund due to new tax laws! I highly recommend Bob at Cary Tax to anyone who wants a pain free way to do taxes!

Very agressive and rude. I did not feel like customer. I felt like a slave. Give up on…read morecommunication. Will not have anything with them.

It looks like doing business with Brian Raleigh will cost me for the rest of my life. I was put…read moreinto an annuity without being told the entire story. I was told that it would protect my money. I was not told that it wasn't my money and what it would cost to use any of it. However, that is not why I am writing today. This practice is common and not worth the time to write. I am writing because after Brian's firm got my money I was cut off and this has put me in a position where I will never make up the loses and well into my retirement I am still paying out, not getting back I was old enough to take money out without IRS penalties and needed some money. I called the office to ask Brian about it. He had always been so nice before he had my money. I was told that I couldn't talk to him I had to go to the annuity company and did so. That is when I learned about the annuity penalties. That was bad enough, but a few years later I learned that I could have gotten the money in a way that didn't cost penalties. If Brian had spent 10 minutes talking to me, he could have steered me in a different direction. But he wouldn't do it. I not only lost that money, but because I had no advice, I got a lot of extra taxes, both federal and state. If Brian had talked to me those could have been avoided. If Brian had spent 10 minutes talking to me, that could have been avoided. A while ago I wrote him a letter, it wasn't going to change the situation, but I wanted him to know. I paid to have it sent registered, signature required. I told him the whole story in more detail. Brian Raleigh, ignored that and I have the receipt that he got the letter. He used to have a radio show, may still have it, and it makes him look like a big expert. Do know that that is just paid advertising. I have lost all my money and more, thanks to Brian Raleigh's not giving me 10 minutes and a bit of advice. But he had all my money by then so I can only guess that he was no longer interested.

When a client for over five years and always enjoy consulting with the professionals at capital…read morecoach Pete has added his very professional and knowledgeable staff. Enjoy the weekly radio show and always find something interesting about it.

From the owner: Capital Financial Advisory Group was founded over 20 years ago by Peter J. "Coach Pete" D'Arruda…read more D'Arruda is a Registered Financial Consultant, Fiduciary, and Investment Advisor with over 200 clients under his management. He has authored four books and co-authored three other books, including the best-seller "The Secret To Winning Big." He has also been featured in numerous newspapers, magazines, television shows and radio programs including Newsweek, CBS Money Watch, Yahoo! Finance, San Francisco Chronicle, Miami Herald, CNBC Power Lunch, My Carolina Today, The Wall Street Journal, Reuters, AARP, Glenn Beck, Kiplinger's Retirement Report, TheStreet.com, AOLMoney and many more. Capital Financial Advisory Group is an Accredited Business with the Better Business Bureau, a member of the National Ethics Association, a member of the National Association of Insurance and Financial Advisors, and a member of the International Association of Registered Financial Consultants.

Steve is the best tax guy ever! He has prepped all of my tax returns when I moved to NC and he is…read moreavailable, knowledgeable, fast, and phenomenal. We moved back to the west coast and are in search of another CPA, and nobody can compare to him. He was able to handle our taxes for multiple income properties on top of our regular jobs and maximize our return. When I had kids and went back to work he was available to help us prep and keep things to maximize our return for the following year. I never felt rushed, always felt listened to, and if I was unable to get ahold of him directly, he would return my call or email in a timely manner.

I appreciate Steve's work in helping file the taxes. Steve is knowledgeable, personable, and…read morediligent, and his staff is pleasant and efficient. He answers the questions precisely and explains clearly. I have had a positive experience for the last two years. I highly recommend Steve at Tax Center.

Maria is a fantastic person and financial advisor. She helped my husband and I set up life…read moreinsurance. She's very kind, thorough, and a great listener. Thinking about Life Insurance isn't fun, but Maria made it feel seamless.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Would not recommend at all! We were with John Braxton for…read moreabout 8 years, and during that whole time, he called us in to review our funds twice - we had very poor growth on our money over those 8 years (our fault for not leaving earlier). We didn't realize the exceptionally poor service we were getting until we moved our funds to the the other Edward Jones rep, located on the Varina side of Fuquay. Very disappointed with John Braxton. Do yourself a favour and go to the Varina EJ office.

I have to disagree with David L.'s 2017 review of John Braxton. My late husband and I started…read moreinvesting with John at the Edward Jones office on Vance Street in Fuquay around 2002. We were usually called in annually to review our portfolio and adjust for current conditions. Of course our profits in growth investments fluctuated, that's the nature of the beast. John has always given us trustworthy advice and managed our account to our satisfaction and benefit; he is available any time during the year if I have questions or want to come in and make changes. Linda and Amber in the office are similarly helpful, always ready to assist me if I need anything. I'm a fan!

No matter how young or old, getting solid financial retirement advice is important. Mark…read moreCourtemanche has all the credentials as a charted financial planner....plus he grew up in the financial biz and followed in his dad's footsteps! My husband and I wanted someone who had experience and expertise while understanding modern life challenges. He helped us immensely! We met him as strangers but quickly felt like friends. If you need help with figuring our your financial future give him a call!

From the owner: Retire with confidence! Get the answers you need with a holistic financial plan tailored for you…read moreand your family. Your plan will include Income Planning, Investment Management, Social Security Maximization Strategies, IRA Distribution Planning, Tax Strategies, and Insurance Services. We work with people that are already enjoying or nearing retirement.

I keep getting calls from them to lower my credit card interest rates and they can not take me off…read morethe calling list because I have a credit card and that is part of the terms and conditions. I would never do business with them for this reason

In my opinion, the financial planner at this office, Brad Wilson, never seemed really interested in…read morehelping me, instead always steering me to take an action that resulted in fees for him. He never directly answered my questions. He often forgot the basics of my life situation so as to be able to financially advise me. He didn't even have a list of the funds available in the fund family he was steering me into, instead saying it 'has all the funds you would want'. (Turns out it did not). He's certainly a good salesman, but I don't think he's a good financial planner.