I have used Greg for a number of years. I find that he is not only very ethical, but he goes above…read moreand beyond to provide the very best service. Elizabeth Saint Ives

From the owner: Individual and Business Income Tax Planning. Financial…read morePlanning and Investment Advisory service for individuals and small businesses.

I met with Dede(Didi) on a Sunday! They're open on a Sunday!!! (2-5pm) very sweet and highly…read moreknowledgeable person who got us through our appointment with ease. We had an opportunity to network with her and I've got a notary for future life events! She was able to take card payment via a handheld by the way! Thanks Ever Cloud signing for the excellent service and also for being available on a weekend! *** I also have to mention that they do mobile notary appointments!

From the owner: Wealth strategy begins here. Your next Money Move is more simple than you think. We work on wealth…read morewhether you are employed, self employed, a business owner, college student, retirees, young adult or people just wanting to take their next step in life.

Great crew, always on it! Wouldn't trust my money with anyone else. Very clear with what they're…read moredoing and no need to worry about correct choices being made.

Garrett (and his team) are an excellent resource for sound advice about your financial health. They…read moreare very responsive, knowledgeable, and have steered us right over the last few years. Garrett helped us develop an strong plan for our retirement and the plan is being executed well. I trust him, his company, and plan to keep them on our financial team until the end. I'm grateful we discovered them!

I have a really complicated insurance portfolio. Have been insured with another carrier for 26…read moreyears, and finally decided I just couldn't take it anymore. Contacted Terry Clark because her office is local, and she sounded friendly on the phone. Terry had me bring over all my insurance stuff (a whole thick binder) and asked a lot of questions. My business is somewhat unusual, and very specialized. In addition to owning my own company, I also work full time for an employer and do some part time on the side. I own investment property, a home, vehicles, offsite equipment, etc. It took Terry almost 2 months to really go through my stuff and get everything figured out since I don't fit into a "cookie cutter" dropdown menu of any type. Terry came back with a quote for everything about $500 less per year than my current carrier. That alone wasn't the reason to switch. Terry discovered that my current company, whom has insured my family for so many years, in fact, didn't have things correct and I was exposed to some serious liability in certain circumstances! Terry discovered holes in my coverage and inadequate business coverage while over-insured in other areas. After literally another month of back-and-forth for info and lengthy explanations, Terry got me covered, and covered correctly. It isn't the overall savings that makes this worthwhile, it's the personal attention to your situation that makes this a worthwhile switch. If you have a problem, just email or call Terry and she usually gets back to you within a few days with an answer. If you have to make changes to your policy, she can do that on the fly. Best of all, the insurance bill is now the same every month. We can actually budget!! Previous company had oddball billing cycles and with staggered policy renewals, the monthly bill was all over the place, never the same amount. Sometimes, a "balloon bill" would show up and we'd be eating boxed mac & cheese for a month or more until we could recover. If you still live with mom and only have 1 car to insure, Farmers may not be your best bet. But if you own property or other real assets and want to be covered, Terry will go the extra mile to make sure you aren't exposed to excess liability. You'll sleep a lot easier at night, honest.