No matter how young or old, getting solid financial retirement advice is important. Mark…read moreCourtemanche has all the credentials as a charted financial planner....plus he grew up in the financial biz and followed in his dad's footsteps! My husband and I wanted someone who had experience and expertise while understanding modern life challenges. He helped us immensely! We met him as strangers but quickly felt like friends. If you need help with figuring our your financial future give him a call!

From the owner: Retire with confidence! Get the answers you need with a holistic financial plan tailored for you…read moreand your family. Your plan will include Income Planning, Investment Management, Social Security Maximization Strategies, IRA Distribution Planning, Tax Strategies, and Insurance Services. We work with people that are already enjoying or nearing retirement.

Deborah was fantastic! She provides very thorough, holistic, and detailed analysis of our current…read morefinancial picture and steps to take in order to meet stated financial goals. She is very personable and a pleasure to work with. We made changes in our portfolio with the information we received back from her analysis and have a clearer picture to maximize our savings and investments.

Over the years I have had various sources of financial planning advice. Blue Water offers just…read morewhat I want - I pay for advice and I get it. The fee charged is in line with the amount of service rendered. The advice is well calibrated to ours needs. Questions we ask are thoughtfully answered. After an unsatisfactory experience with an advisor affiliated with a major brokerage, we interviewed about half a dozen firms to find a replacement, we chose Blue Water and after almost 8 years with them we are happy we did.

Always great service any time I need help. Good customer service always insures that I stay on as…read morea customer.

I've come to realize that insurance is very similar everywhere you go. Some companies have good…read morerates one year and they be bad rates next year. What I started to put my faith in and realized is much more valuable is the quality of the agent and the relationship I have with them while I'm with the insurance company they represent. Over the last few years my experiences with Morgan and her team at her State Farm Insurance Agency have been nothing but exceeded expectations. They have recommendations for every situation I am seeking advice for and it always feels good to put my money into a business that the owner is a local and charitable Community leader.

I came in here after an unfortunate experience at another Wells Fargo…read more I set up a bank account yesterday with this chain since our other banks are not in this state. Sadly, this state does not allow for ALL assets to pass legally to another spouse if one dies without a will as the state laws in NY and FL do allow. Therefore, we wanted to have a basic will signed protecting each other. My husband and I came into this branch hoping they could notarize the simple will document we had printed from online. If they refused, I was just going to close the account out. We were told the bank will no longer notarize this type of document and provide witnesses . That's great for them if they want to have these rules. However we will no longer be using the Wells Fargo mortgage lender and this company just cost themselves hundreds of thousands of dollars in loan interest that we would have paid. We have already talked to the other lender and will move forward with them.

I was close by to this Wells Fargo and stopped in to get a check and notary done. I was helped by…read moreDiana. She did a great job assisting me. I can't recall where I misplaced my check book so I needed Wells Fargo to print me a few for the time. She was able to help me within minutes. I then proceeded to get my notary done. I waited for a good 10-minutes since there were only 2 people who were able to get it done for me. It was a pretty quick process. Awesome service by Wells Fargo!

We worked with Grayson, an excellent financial planner. Extremely professional, patient, detailed…read moreand informative! Provided a variety of options, provided good communication throughout the process, gave great advice and helped us weigh the pros and cons of the various choices we had to consider. I would highly recommend this service for financial planning for your future financial success and retirement. Grayson was also helpful in pointing us to other local resources in the area that would be helpful within the financial realm (tax consultant, etc) since we are newish to the area.

We selected Financial Symmetry after researching several fee-only financial planning firms in the…read moreRaleigh area. Chad Smith has served as our advisor since we first contacted the firm in 2016. After reviewing our financial situation, Chad prepared a set of recommendations, considering that we were within a few years of retirement. We then decided to have Financial Symmetry manage our investments on an ongoing basis. Every quarter we are presented with a review, along with a set of recommendations which we must approve before Chad implements them. Chad has always responded to our communications promptly and has addressed any concerns we have presented to him. I am pleased to recommend Financial Symmetry to anyone who requires financial planning services.

I've been working with Bob Mayhew at Cary Tax for the last three tax seasons. He is very…read moreknowledgeable and helpful, especially with my unique tax situations. I used to spend hours trying to make the DIY tax software work for me and now I'm able to spend a few minutes sending over my documents and Bob handles the rest! With COVID this year Bob was able to accommodate a totally touch free virtual experience. Documents are securely updated and we communicated as needed over email/ phone. Bob even managed to find us a refund due to new tax laws! I highly recommend Bob at Cary Tax to anyone who wants a pain free way to do taxes!

Terrible service. I hired this tax advisor when launching my small business, meeting with him in…read moreadvance to prepare. By tax season, he had forgotten everything and wrongly accused me of not actually starting my business. His errors nearly cost me $30K--had I not sought a second opinion, which led to a refund. He also botched my personal return, failing to account for a significant portion of my income. When I pointed it out, his firm blamed me for providing "nonstandard income documents"--even though I gave him exactly what he requested. Throughout the process, he treated me with mistrust and skepticism about my income level. The experience was frustrating and disheartening. Beware.

Very user friendly, very convenient and it makes filing taxing very easy. Moving in from out of…read morestate I wasn't sure who to use, found him and super happy!

Jonathan Pannaman really knows his stuff. We had a rather complicated tax situation with a couple…read moreof rental properties, one being out of state as well as a small business. We had a consultation and I thought it would take a month to figure it out after I got the paperwork to him. (It is the busiest time of year for tax prep.) He also asked all the right questions. Within days he had completed everything in a concise and well organized, ready to file manner. He is our new go to tax guy!!

I generally have a distaste for large banks, but Wells Fargo since 2009 has done right by me and my…read morecompanies. I prefer to shop locally - including banking, but I haven't found a local bank that is willing to provide the services that Wells Fargo does at a similar cost.

My experience was great! I showed up on my lunch break without an appointment and Todd M. went out…read moreof his way to accommodate me. I didn't feel like a bother and in fact felt the opposite. People like him remind me why Wells Fargo has been my bank for over a decade.

I am return client to Mr. Hashem who always helpful and knowledgeable, I really trust him to take…read morecare of my taxes, personal and my motel, this is the reason I give him the recommendation he deserve.

Incredible service! Very easy to schedule appointment. They really take the time to make sure you…read moreget the most out of your refund. Friendly staff and flexible!! Would definitely recommend to anyone to get the most out of their refund! Will definitely return next year!

I had some quick questions for a complex tax issue and he patiently listened and gave me very…read morehelpful advice. I found him to be friendly, helpful, and knowledgeable.

He was prompt, efficient, and knew tax details. He also was organized in giving information about…read morehow to work together online in terms I could understand. With the info I provided, he prepared and filed my return in a short time and charged a reasonable fee with a discount for doing it online. I would recommend him for his accessibility, when others would not return my phone calls or emails. It always is a pleasure to work with someone who really knows what he is doing and does it well.