Patrick was great to work with! As someone who is new to thinking about long-term financial goals,…read moreI was a little nervous about where to begin. Patrick patiently answered my many questions and really helped give me clarity about financial planning for retirement. His billing was more than fair, and his follow-up was timely. I would highly recommend him!

Shelia Woodard has been our account and preparer of our taxes for many years. She has always done…read morean amazing job, preparing our taxes, and helping us understand the what, why, and how to complete the process. As seniors, Shelia carefully explains what we must do, even when we call her multiple times with questions; she never puts us down and shuns away from helping us. I highly recommend Woodard & Associates to any individual who needs support in preparing their taxes. Also, Woodard and Associates in a MUST for business owners!!

I have worked with many accountant over the years. Sheila Woodward was recommended by a friend…read more She has been so helpful with all of the tax changes in 2020. She also is helping me create a plan not just for taxes but how change my practice to help me make more money and reduce expenses. She is talking to me about a 5 year plan for my practice. This is helpful beyond just getting my taxes completed on time. I would reccomend Woodard and Associates to any business owner!

I have just started an internship here, and the experience has been incredible. The program is…read morehighly structured, following a very useful textbook. I have also had the opportunity to sit in on meetings with accredited investors, which is a massive privilege for an intern. Additionally, Joe (Mr. Rinaldi) is very supportive of all the interns. He provides the opportunity to get college credits, offers resume help, and assists in setting up interviews. I highly recommend this internship to anyone looking for a career in finance.

Plenty ,they will not respond and the scammers are out in full force.I have tried repeatedly to get…read moresomeone to call me and it's a no go.

My wife and I have been continually pleased and impressed with the service we have received from…read moreAra Abrahamson in dealing with our finances. We began with Ara and Matt over a decade ago, and couldn't be happier with our choice to use Divergent Planning! Highly recommended for honesty, integrity, and brilliance in financial strategizing. I especially love that we pay one flat annual rate and can call or text or email Ara anytime for any financial advice...Awesome convenience! Superior service yet warm and friendly. These guys are the real deal!

I've been using Divergent planning since its inception. Ara and Matt are great advisors (I deal…read moremostly with Ara). I've know them since their early career at Ameriprise where they were the two best in their region. I'm glad they started their own firm since it provides more flexibility for their clients--more investment vehicles and not restricted by Ameriprise policies. They've worked with us every step of the way from when our careers just got going to having kids to buying our houses. These guys know that they're doing and they genuinely care about their clients. Even at our relatively young age, it's never too early to think about retirement, college educations, more homes, etc. I cannot say enough about Ara and Matt.

Excellent service especially with taxes. Thanks for being the best of the best. Thanks for doing…read moregreat work on my corporate and personal taxes

STAY AWAY! VIJAY PAUL IS THE ABSOLUTE WORST ACCOUNTANT EVER! I went to get some papers filled out…read morefor my dad and immediately upon entering his office he was super hostile. Did not even respond to a hello! First of all, it's your job to greet the clients NOT ours. Second, he gave us a super tiny envelope. How the hell am I supposed to fit paper work in a tiny envelope? When we said it wouldn't fit, he was incredibly rude and stated "You should know better." He wanted us to bend the papers and cram it into a tiny envelope! How professional is that? On top of that, whenever you go to an accountant they usually provide you with a stamp as well as copies. Forget it with this guy! He didn't do anything of that sort! VIJAY PAUL IS A HORRIBLE HUMAN BEING AND CHEAP AS FUCK! Overall, we also sensed a ton of racism and discrimination in the treatment that we received from this man and the way he spoke to us, since we are Sikh and he is a Hindu. He may claim this review isn't true but I did go to his office and I have proof that he filled paperwork for us!

The turn over rate is so high that my account was transferred a total of five times in three years…read moreand each time to a kid with no experience. On one occasion the operations manager never contacted me about funds disappearing from my account. I waited two weeks for a response. I don't mind if you can't solve a problem but be a professional and communicate with your clients. I finally discovered what the problem was a whopping one month later. I just wouldn't trust a "operations manager" that doesn't operate!! On another note I had asked for a minority or female advisor beacuse I was tired of being treated like a small client but I was shot down. They didn't even respond back to me. In this equal fair world wouldn't there be enough females and minorities in a large investment firm?

If you deal with this corporation, you should know what are you doing. Take their advice with some…read moregrain of salt. Otherwise you would be screwed. You have to do your homework before committing something.