I have been going to this firm for many years. Many members of my family also. They have been…read moregreat to us. They are accurate and very honest. In my opinion you can not find better. Completely trustworthy. Ron Poness PS Made good investments and a fair amount of money for us.

I've been going to this place for years for my tax return... YEARS. I paid $150 for my return to be…read morefiled and they did it incorrectly. I understand mistakes happen, but they YET AGAIN incorrectly sent in the additional paperwork for my return. I'm a single mother and count on this money every year to help offset rent, daycare etc. I battled cancer last year and because of the chemotherapy treatments, was unable to work. So this refund was something I was really looking forward to. Everytime I have called and left a message, no one has gotten back to me. It has been 16 weeks since my original refund was filed. The IRS is saying they never even received the missing paperwork. I'm beyond livid. I'm now trying to fix this with no help from this ridiculous firm. I'll never go back there and make sure NONE of my friends and family do either. For being such a loyal, long time client of theirs, they could care less about my situation. I'll be trying to get my $150 back.

I was familiar with Fidelity Investments from my hometown of Boston and decided to use them for…read moreretirement savings. The representatives are very professional, friendly, and thorough, listening to the needs and goals of their clients, along with providing thorough service.

This Fidelity office was non-responsive. I received a sizable (by my standards) inheritance. A CPA…read morefriend highly recommended Fidelity and a few of their index funds as an investment portfolio. The nearest Fidelity office is in Rochester, NY, 1.5 hours from my home. I debated whether to fund the account in person, by phone and EFT or on line. I called three times to speak with a rep who was supposed to call me back but never did. Guess Fidelity does not want my money.

not an accountant or book keeper dont waste your time unless taxes is all you care aboutread more

Richard Gray, CPA of Gray Locey CPA, PC has been my accountant for over ten years, both for my…read morepersonal and business returns. He and his company have the highest professional standards. They are reliable and quick. I have referred friends and family to Gray Locey CPA, PC many times.

My husband and I had our wills and other legal documents prepared by Marcus. He was very…read moreknowledgeable, professional and he helped us to understand the process. I very highly recommend Marcus and feel secure that he will help with any issues we may have in the future.

Still 5 stars!! Not only do they do Elder law, they also did my POA, HCP, Will and so much more…read more This is the only place I trust to give me the right information and it comes with a better than fair price. The employees are extremely knowledgeable, professional and helpful. Thank you!

My family and I utilized Shelton Financial Management for our Tax services for our taxes this year…read more And I must say the level of customer service and professionalism was very much appreciated. He valued our time and was efficient with the process. Thank you Mark

I have been going to Shelton Financial for many years now. The owner Mr. Shelton has always been…read moreprofessional and reliable. I have never been disappointed and always receive my refund in a very timely fashion. I also referred many other people to him and have never had a complaint. Affordable pricing and fast accurate returns. I definitely would recommend Shelton Financial Management over these large mainstream companies. Plus his help does not end once you have received your refund nor once tax season is over. Definitely cream of the crop!!

Margaret Torres from Rich Voci's office, was super helpful, flexible, and made it easy to work with…read morewhen changing my home/auto policy over to State Farm. They had great rates and the process was very simple to switch over. Thanks again Margaret!

Margaret was great at explaining and facilitating the transfer from my previous insurance. Great…read moresavings. Would refer others to her.

In violation of do not call rules, called me twice and used a name that only shows up on spam calls…read morein the message left twice. Will be seeking legal action for using dark web sources and calling in violation of do not call rules. I have never, and will never be involved with these people. Despicable behavior that suggest they deserve to go out of business. Also reported to the do not call registry and have listed them as spam at Apple and T-Mobile.

Stat away! I made the mistake of putting all my eggs in one basket. I was doing quite well on my…read moreown investment portfolio until...Brighton Securities. They pointed me in the direction of financial ruin. BS used intimidation and scare tactics insisting I sell all my investments, or I'll lose my money without purchasing dividend paying options. And like a fool, I entrusted them with my $$. All while utterly ignoring my gut! Normally I'm not one to be steamrolled or bamboozled. I will never financially recover from that wreck-less decision. I would be a much wealthier person for it. In hindsight knowing what I do now, I should've ran for the hills. Shame on me. I'd be a much more financially solvent person today poised for 2025 retirement. Too bad. So sad.

I been going here for almost 20 years, best price, they care and understand your needs year around…read more We went to other places, but we always come back and will never go anywhere else again. Elaine is the best.

Thomas A. Ferraro, Jr. Tax preparation service in…read moreGates-North Gates, New York, New York Address: 1320 Buffalo Rd #109, Rochester, NY 14624 Phone: (585) 235-7730 I have been a client for over five years with several referred clients. Upon filing taxes this year, I asked my tax prep if I can include my private daycare. She was not sure and advised me "probably not". Since she is newer and I did not feel confident in her answer, after filing, I did my own research and found I was able to claim it. I called back the office and she mentioned she did not say that (false) and they were going to charge me more to amend. I was upset bc it was their mistake to begin with. Needless to say, the owner Tom got on the phone and mistaken me for another client and said he is doing me a favor by giving me a discount, was RUDE and hung up on me without advising how to help me. I can't believe how unprofessional he was! Not only did I pay for my taxes to be prepared but they did them incorrectly and also will not disclose my personal tax info to me. I tried calling back and the receptionist hung up on me. They have my federal documents. Isn't this against the law?? I am also contacting the IRS to do a complaint as well. He thought I was someone else- didn't let me talk- cursed me out and has my documents and hung up on me and his staff. He needs to be reported to IRS- and SHUT DOWN.