Super unprofessional and rude. We have overlooked errors in the past but enough is enough. We will…read moreno longer use him.

I called Mr. Baker to set up a tax consultation appointment, to help plan for my next year's taxes…read more He was incredibly rude to me on the phone - after I explained what I needed, he scoffed and said "I can't help you, you'll need to call back after tax season." He made a brief apology for being rude, and then I could hardly even get out an "ok" before he hung up on me. Listen, I get it - tax season is a busy time for a CPA. We're all human and we get stressed. However, in my mind that is no excuse to be so dismissive toward a potential client. Hire an assistant to answer phones, offer to take my name and number, or at least just don't be so condescending in your tone. In the 20 seconds I was on the phone with him he left a horrible impression. I can understand how other reviewers felt his demeanor was abrasive. Given this terrible first experience I will never use Baker CPA.

I recommend Wilson and Klenovich without reservation. Just as capable as the big financial advisor…read morecompanies, but with a much more personal atmosphere. Try them and you'll see what I mean. Even if you are just starting your investments, come to think of it, especially if you're just starting out, give them a try.

Don has been our advisor for nearly 30 years. He is friendly and professional. He has helped us…read moremanage our money/investments well. Highly recommend.

In the process of reviewing our Medicare we found Sharita. Talking to her gave us so much…read moreinformation and knowledge. It was so worth the time to connect. We may be saving $5000/year! We highly recommend contacting her to review your plan or to make your plan for Medicare. She is licensed for both Medicare Supplement and Advantage.

Jennifer Jackson is knowledgeable, friendly and very professional. She has helped me with…read moreinformation on my divorce case and with handling an emergency situation. She's very capable and I trust her. A+++ Highly recommend!

Jennifer is the best cpa I have worked with and she helped me save over 2k from the last firm I…read moreworked with. A super pro if you are looking for guidance with your small business. A+

Brandan and Sharon were a huge help for us for our first mortgage on our first home. They followed…read moreup with us, regularly, throughout the process and kept us well-informed. We had no idea what a LENGTHY and complicated process it was to purchase a home, so we're very grateful that we had them guiding us along. Brandan kept track of the interest rates every day and let us know just when the rates dipped, so we were able to lock a great rate at the exact right time. It was really great to work with them, would definitely recommend.

I work with Lori as a Realtor but also used her to finance my own home purchase in 2020. As a…read moreRealtor, I always appreciate her transparent communication and the updates she provides throughout the transaction to help keep me informed so that I could monitor the progress of my client's loan application. I have found her to be extremely knowledgable and a great resource with updates in the lending industry and best practices. As a home Buyer, Lori counseled my husband and I for a year before we made our home purchase. She provided guidance on how best to set ourselves up for success in turning our current home into an income property by helping us refinance or house to free up my husband's VA eligibility so that we could purchase our next home. Her guidance contributed to us moving up our timeline for buying by 2 years allowing us to take advantage of historically low interest rates. We now have an amazing home that perfectly fits our family needs! I would and already do recommend her to anyone looking to purchase residential real estate!

Angel was amazing! She helped me to save big on my auto and home insurance!…read more Thank you!!

I had a terrible experience with this agency. There follow up was terrible. Morgan was awful. When…read moreI asked for documentation of items sent to underwritters there was no reply back. When I expressed my concern and dissatification and I may look for a new agency, Morgan basically said we will be sad to see you leave. The agency was so friendly when I started but as soon as I had difficulties they had excuses. I have moved on to Allstate and I couldn't be happier, so there is a silver lining'