I had some questions about my tax liabilities after some of my investments had changed. I contacted…read morePaul is Yelp! and made an appointment. We chatted for a bit about my situation, and he was able to give me good, actionable ideas on how to best manage my tax exposure.

VERY EXPENSIVE. I spent over $3k annually for tax prep and filing. I would not say my taxes were…read moreoverly complicated, and I even had a bookeeper who organized all my business documents for Paul's team. Truly as organized as one could be! Not sure if they charge based on income, and could not get an itemized receipts of charges. Would not recommend.

The most convenient branch location for Fidelity Investments in Chapel Hill or Durham. While I do…read morenearly all of my transactions online (deposits, stocks, etc.), I've always found the service at this location exceptional for those rare occasions when I do need to go to a physical branch. The only downside of this location is that the hours aren't great (8-5 M-F, no weekend hours) but as a small reward they do have complimentary coffee.

Stay far away. Their advisors seem to only care about getting your assets under management for high…read morefees. I really never received any good advice, planning or guidance of any value and had really bad investment performance in the investments they managed. This place is why most people dislike and don't trust advisors and the industry. See this and make your own decision: https://www.advisorhub.com/fidelity-pressured-brokers-to-sell-customers-on-costlier-investments-ex-advisor-claims/ Vanguard only charges .3% for management (much cheaper than 1%) or even check out Facet.com or PlanVisionmn.com as much better alternative to this place.

Mark Rhoades and Kelly Ward have been taking care of my money for 27 years. They are both…read moreknowledgeable and professional while at the same time giving the confidence that they care about not just your money but the person. I trust their advice and I'm confident that they are taking care of my money like they would if it was their money.

From the owner: Our experienced team serves a variety of clients, playing an important role in your inner circle…read more Whether we are providing professional investment consulting or complete financial planning, you can rely on us to take care of the big picture and the finer details with an approach that is as disciplined as it is strategic. It all starts with developing a deep understanding of your needs. From there we aim to offer personalized attention, the highest level of service with integrity, and the advocacy needed on your side of the table. Our rigorous process ensures a comprehensive plan.

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.

I had an excellent experience with The Finance Queen! Chi Chi really knows her stuff! I was so…read moreimpressed with and appreciative of all the incredible ideas she gave me as I look into a new business idea. I 100% recommend!!

Great staff!!! Wonderful atmosphere! Awesome financial tips to secure your financial future! Come…read moreon in and visit! One conversation will change your life!!!

This company should not be SEC registered at all. Don't invest with them as they are only after the…read morecommissions they earn. Entire management team https://www.morgancreekcap.com/our-team/ lead by Mark Yusko is a marketing team only with no in-depth research about any companies that they represent. Most of the companies they had clients invest is either shut down or performing at 90% down.

BACK AWAY WHILE YOU COULD. they promote SWIN AT $28.40 limit it went to $34 in which a sell should…read morehave recommended in which I quested it and got nothing but snippy remarks from grace. they put a order to buy more at $34. I questioned to see what position yusko and company had since they were asking for screen shots of everyone's order. well day later stock is at $4. they are no longer accepting messages or replying to them. but clearly I bet all my money they had the bigggsst short position in this company. regulatory boards will be sniffing very quickly.