This is a dedicated energy work, was able to shift energy so that my pain that I had for several…read moreweeks would subside.

From the owner: ⸻…read more I am a detail-oriented Bookkeeper and certified QuickBooks professional with experience supporting small businesses, self-employed professionals, and service-based companies. I provide accurate, reliable bookkeeping services including transaction categorization, bank and credit card reconciliations, accounts payable and receivable, financial reporting, and month-end cleanup—so you can focus on growing your business with confidence. In addition, I am a commissioned Notary Public and Loan Signing Agent with experience handling real estate and loan documents with professionalism, confidentiality, and precision. I understand the importance of accuracy, timeliness, and compliance when working with sensitive financial and legal documents. With a strong work ethic, integrity, and a commitment to clear communication, I pride myself on being dependable, organized, and client-focused. Whether you need ongoing bookkeeping support, QuickBooks assistance, or a trusted notary and loan signing professional, I deliver services you can rely on. ⸻

Normally I don't write reviews but April deserves to be recognized for her incredible customer…read moreservice and going over and beyond in taking care of me and my family. We showed up on a Saturday close to when the branch was to close to complete our auto loan. April took the time to process our auto loan and make sure we were taken care of! The loan process went a bit longer than expected and April stayed a bit after regular business hours to take care of us. She probably had other places she could have been on a weekend but she stayed with us and made sure everything was completed and that our questions were answered. Needless to say we were very satisfied with our choice is taking our new car loan to Golden West! Thank you April!!!

This branch is pretty great. It's nearby, easy to get to, and the employees are pretty good at…read moreremembering faces and names. The rates used to be a lot better, but have declined with the economy; nevertheless, Goldwest Credit Union is a great place to "bank."

Frankie is an awesome agent to work with and is always available to answer any questions that I may…read morehave on my current or any new coverage. He makes the process super smooth and simplifies it so that it is quick and easy. If you are looking for a new agency and agent for all of your insurance needs, Frankie with Pete Mazeika's State Farm office is the man you need to contact.

From the owner: Our mission is to provide remarkable insurance service in Utah. Serving the Provo-Orem area since…read more1989 we are one of the most experienced State Farm offices in Utah County. We pride ourselves on our work ethic, our honesty, and our commitment to customer service. Our office in North Orem mainly serves Orem, Provo, Lindon, and Pleasant Grove although we have loyal customers throughout Utah. We treat our State Farm customers like family. License #: UT-5894

Very knowledgable, helpful and considerate. I feel good having Jason and his team managing my…read moreinvestments. Quick to respond to any questions you may have. Highly recommend!

From the owner: Wealth Management, Financial Planning, Retirement Planning, Estate Planning, Wealth Advisor,…read moreFinancial Advisor

not very helpful, at least at this location. The guys act like they know a lot and they probably…read moredo. But they were not very helpful in what I was needing done and I time investing due to it.

We had a great introductory visit with Josh. He was very personable and easy to talk to, but also…read morehad comprehensive answers to all of our specific questions. His investment knowledge extends well into real estate and other opportunities, which appeals to us. Very excited about this new location.

I use Farm Bureau for my insurance and they have been great. They are the Cadillac of insurance…read morecompanies and cover many things that other insurance companies don't. Ryan is a top notch guy and always makes sure you are getting the right coverage for your needs. I also have the privilege of referring my clients to him and I know I can always trust him to take care of them.

Farm Bureau is great, Ryan... is not. I've been with Farm Bureau for over 10 years, and was with…read moreWestern Agriculture for at least two years prior. So 12 years total. I recently added a vehicle to my policy and was billed double my entire bill the very next month because I had to pay the entire six month premium. Something you think would come up during a quote, yet it did not. Then I added my brother to my policy. When I renewed my policy two months later, his rate tripled with absolutely no explanation as to why. If I can get some sort of explanation, I'd be more understanding, but seeing as how I've called multiple times since then to talk to Ryan, but he's conveniently out every time, I've yet to get anything other than tough luck. Yet, he'll call back hours later when I can't answer, once. He disconnected a call on my wife because she swore 3 times with no warning. You have to give a courtesy warning before disconnecting in any other role. I've requested a different agent multiple times now because of these reasons and more, and am unable to change for reasons yet unknown to me. Farm Bureau is great insurance, the agents.... obviously not so much. I have to give a special honest thank you to Connie in his office. She's great, and goes above and beyond. Wish she was my agent.

We've just started working with James and team at Switchpoint financial. I've been impressed with…read morethe thoughtfulness of their approach as well as the business model. Switchpoint uses a flat fee approach which pays for financial advice and investment management on a flat fee which factors complexity and whether it is single or a couple. It is higher value and lower cost than paying typical fees for AUM (assets under management). The flat fee also allows James and team to be objective in how our assets will reside. For example we have some 401K that are best left in pace right now as rolling money over early would prevent us from doing back door ROTHS and some other state tax advantages nearer term. An advisor who is paid strictly on AUM has an incentive to push for all assets to be managed by them. James and team can objectively decide what is best and provide guidance on how to invest any accounts we keep for now with an employer plan. Their investing approach aligns with my own which is more index based lower cost investments, not actively trying to time sectors or the market. Hands on planning and picking an investment strategy, but more hands off in terms of not trying to constantly touch the investments month after month guessing what will happen in the market. A philosophy of building a solid plan and letting the market do its thing long term. That said James is thoughtful and when there are obvious macro trends such as rising interest rates we are leveraging shorter term fixed income to avoid what appears to be obvious risk in the bond sector. A good balance of looking at market situations in terms of expected returns for an asset and tuning the investment approach which is different than pure market timing. In terms of onboarding there are a couple of well known brokerages (Eg. Schwab) that you can utilize to hold investments that James will manage. Although it means moving from a custodian I've been with for a while, we're very comfortable with their custodian options. James likes to use Dimensional Fund Advisor funds for some investments. After some research on these, they're very well regarded with Morningstar analysts and we're comfortable with how he's deciding on individual funds or ETF. A few other reasons we selected Switchpoint is that James is building a small organization to grow the business thoughtfully. We'd looked at some individual financial planners that didn't have a backup plan if something happened to the sole proprietor. Some of those planners also seemed a bit maxed out in being able to handle a new client well. Kyle has brought on an associate advisor Kevin who is learning the business and adding capacity to the org. James also has a Client Service coordinator Jessica who has been great and all our paperwork has been accurate, pre-filled out and making things very easy as well as an operations manager. I take the time to write a detailed review as we did a lot of research trying to find the right planner. We are in our 50's and wanted a planner who is experienced enough but also young enough they'd not retire before us :-) I hope this helps others who are looking for an advisor.

From the owner: We're changing the paradigm of financial advice from sales to profession by offering holistic…read moreretirement planning and investing for a transparent flat fee. No commissions. No % of assets fee. Just unbiased, expert advice.

My Wife paid a delinquent overdraft before it was 30 days overdue, the woman she spoke to said the…read morepayment would process in time without affecting her credit. The UCCU employee talked my wife out of using a card for an $8 fee. She was wrong, my Wife has communicated with UCCU and they admitted that the employee was incorrect but they refuse to retract their report to the credit agencies.

UCCU has misreported (good credit) to credit bureaus in error under the incorrect social of my son…read more(simple typo on their behalf). Because he has credit under two socials, it's a fraud flag and can't get their mortgage through underwriting. UCCU will not step up and take appropriate responsibility. They EVENTUALLY sent in a correction with a standard form and turnaround without working to expedite it or contact anyone personally at the credit bureaus to follow up, and I feel have disregarded the impact of their error, which has caused their home to go out of contract after a multiple-bid situation with backup offers and have them move twice, pay for and put everything in storage and take countless hours off work to attempt to resolve this. Not cool. Poor risk management. Bad customer care. What a SHAME that they can't go the extra mile to fix their own error and help two kids who have worked so he's for good credit and employment history to buy their first home. Now the kids have extra expenses and time lost from work and no where to move to. Don't bank here - heaven forbid they make en error - they don't care to fix them or take responsibility for the damage.