Ter and Scott are exceptional. This was my first time using a CPA and after getting quotes from…read moremany other CPAs in the area, I found them to be the most personable/neighborly, technically sound, trustworthy, and efficient with the initial intake call and subsequent data gathering. We had a lot of life changes in the past year - marriage, self-employment income, new home purchase, etc. - and wanted to make sure our filings were sound. They not only took the time to educate us on the process without being rushed but I was most impressed by their systems. The turnaround time was so fast and they dug through mountains of bad recordkeeping data to make sure we were recording the numbers as accurately as possible. I highly recommend these two tax pros, even if you're already established with another firm.

Awesome accountants. I have been using them for years. Reliable, accurate, competent all at a…read morereasonable price. Highly recommended.

I have been working with my advisor Rory Cannon, and I have been so impressed with his knowledge…read moreand guidance. Not only has he been able to clearly explain so many financial concepts, but his advice has been spot on. I haven't always followed it--and I've lost some money, in those instances-- but Rory is consistent in his interest in helping me make the right choices based on what we know. I've been a Fidelity customer for more than 30 years, and I feel good about that relationship and its value to me.

Oh hi, Fidelity. Remember me?…read more I promised lots of bad PR for your disastrous and purposeful mishandling of our 401k account. Here we go. On June 22, my better half, Zane Graham, requested a withdrawal from his 401k. He set up direct deposit, told that the funds should be deposited in 3-5 days. This is helpful, as we have recent surgical bills we need to pay. On June 29, we were told it took too long to verify his bank account (how hard can it be to make a phone call?) and that a paper check was sent instead, and to give it 10 days from the 22nd. On July 3rd, no check. We had to pay our rent, and we were short- thanks Fidelity. We called and we're told 10 BUSINESS days and to call back on Thursday- if it hadn't arrived, the rep said you could have it deposited direct. We gave it an extra day and called again Friday when it hadn't arrived. Here's where it gets interesting. The rep told us they could stop payment on the original, 2-day a replacement to arrive Tuesday, and that they could reverse the stop payment on the original if it arrived first. Original check arrived yesterday. Relieved, Zane called to reverse the stop payment. He was told they couldn't do that, and that the replacement had been sent already. Fuming, all we could do was wait to today- the replacement was sent Friday to arrive today. This morning Zane gets an email that the check has been accepted by UPS for delivery TOMORROW. Five days after promising the check was sent out. Let me break this down for you. We expected direct deposit before July 1st. Unless your technology is archaic, you can do direct deposit in minutes. It doesn't take 3 weeks for a paper to get to the other side of the country. Then several of your reps lied to us. And now our bank account is several hundred dollars in the hole, with overdraft fees from B of A piling up nearly hourly. And your reps made it our fault, somehow, and offered no solution. Requests for any kind of restitution or help have been ignored or met with lies. Our family needed this money. And Fidelity has better things to do than bother with things like integrity or honesty. If you're reading this review, withdraw every penny of your money and take it elsewhere.

If you are able you should definitely move your money to WSECU. They are always extremely helpful…read more When you call Customer Service you get a joyful response. I have had Jorian help me a couple of times and she has always taken care of the issues, promptly. I am the POA for my sister who is the owner of these accounts and live out of state. They easily understood the transactional needs and have made it easy for me to navigate the process across state lines. This is such a contrast from another bank my sister has money at. On one occasion, the representative offered assistance in reinvesting some money in a different type of account as well as in some short-term certificates. This helped us get a better return on my sister's money. We are grateful for the assistance, especially during family crises.

I am writing about the near-impossibility of getting through to WSECU by phone this week. For two…read moredays in a row, I've been on hold for more than half an hour two days. This is not uncommon. This credit union must hire enough people to serve its customers! Forcing us to call day after day is disrespectful and rude. There is no way to get through by email, so I just try, day after day, to reach an employee. Please clean up your act, WSECU!

CFO Selections is a great company, very professional, and will help find the right fit for you!read more

From the owner: CFO Selections focuses solely on locating, recruiting, and offering the highest caliber…read moresenior-level talent available. Our experienced consultants and recruiters work together with our clients to generate maximum results. CFO Selections' trusted executives can help your leadership team bridge the gap to profitable growth as we tailor the engagement or search to meet your exact needs. CFO Selections is also a QuickBooks Enterprise Solutions provider and our team of experts can work with you to ensure a smooth transition to an accounting system that meets the needs of your business.

We just closed a large commercial real estate loan with Dan Davis in order to help settle a family…read moreinheritance by paying cash to equalize the distribution of assets. Dan helped us through the complicated loan process every step of the way from beginning to end. He helped work with the lender, spending countless hours of communication, and followed up on every loose end promptly. He was able to get us a very competitive interest rate because of his good long term relationship with the lender. We would recommend Dan for any financial needs you may have.

From the owner: A Commercial Finance Firm That Understands Your Company…read more Every business can benefit from partnering with a commercial finance institution distinguished by expertise, industry experience, and a dedication to customer service. At Davis Commercial Finance, we go above and beyond to ensure that each client we serve has the opportunity to take their business interests to the next level of success. We are dedicated to the improvement of businesses of all sizes through the strategic application of business loans and other financial services. Services Designed With Companies in Mind Unlike banks and many other traditional financial institutions, Davis Commercial Finance works exclusively with business clients. This focus gives us a higher degree of experience with which to serve our customers. These are just some of the programs and lending opportunities we have available: Commercial Real Estate Funding CMBS Conduit Loans State Income Commercial Real Estate Loans Equipment Financing SBA (Small Business Loans) Factoring / Accounts Receivables Inventory Financing (PO Financing) Unsecured Business Lines of Credit Our financial service professionals can assist clients with selecting the lending options that will best suit their particular needs. We make the effort to get to know each of the organizations we serve in order to offer personalized support at every stage of the lending process.

Michelle and Nabil were great, supportive, responsive, and efficient. We decided to put an offer…read moreon a home and within 12 hours, they were able to get us a loan approval that we could present. They made the loan application process easy and transparent. They answered our questions without delay and problem solved for us when issues came up. They also handled their end with escrow without having to get us involved. The whole process reduced our stress when we bought our property.

I was referred to Michelle by my friend (who also left her a raving review) and my experience was…read moreA+++ with Michelle and her team Nabil and Angie at CrossCountry. I vetted many lenders during my househunting, but Michelle left the biggest impression with her ability to communicate complex points with incredible clarity and she knew exactly how to answer my questions. This is a professional who is at the top in her field. I left almost no stone unturned during the process and Nabil on Michelle's team was very patient and equipped me with all the information I needed to know as a first time buyer. During the latter part of the process, Angie kept me up to date on all the paperwork and made sure I knew what I was signing and kept me abreast of important milestones. With Michelle's team, I was able to close in 20 days without rush appraisals in this crazy competitive market and I got the best rate that no other online or local lender could beat. I will be most happy to work with her again for my mortgage financing needs! Thank you Michelle, Nabil, and Angie!!!

The staff is friendly and helpful. Everyone is willing to do what it takes to help you get the…read moreanswers that you need.

LRS has a live agent available to chat on their participant portal in case I have questions, which…read moreI usually do. They have a little bit of a wait for email responses, but it is understandable when there are several compliance items to get through. I appreciate the explanations we have gotten over the past few months, as I am navigating using the portal more in my role. Also, online enrollment has been so good for our employees!

Best accountants ever! Hebban & Febe are super patient, responsive & always answers all of our…read morequestions. They e helped us through a lot. We use them for our personal finances as well as both of our businesses! 10/10 definitely recommend.

Excellent and thorough service! Very affordable as well! My previous bookkeeper couldn't handle all…read morethe different aspects of my business and I would often have to send reminders to do certain things. With this firm it's them sending me reminders, as it should be.