Sara's is. Very special place - it is a very home town place with that "homie" feeling given there!…read more Like you have been one of the family for years!!! This is my first time here and will definitely be my forever be my tax service forever from now on!!!!

If you're looking for a CPA knowledgeable with 1099s, Jason is not the man. In fact, he got so…read moreconfused that he dropped me after 2 emails because he had to do a Colorado tax return. Wasted two weeks of time that could have been used on a better accountant.

Alliance Capital was very helpful in obtaining financing for our purchase of the building we…read moreoccupy. We were helped through every step of the process. We received outstanding attention, excellent communication and timely follow up at every turn. We now have a great relationship established with an outstanding local bank. The loan program is also in conjunction with support of the US SBA. Overall we were able to secure a great loan structure, a very competitive interest rate, a longer rate commitment. Alliance also helped us minimize upfront fees, costs and cash requirements. I can't say enough how effective it was to work with Alliance Capital and how much better off we are through their assistance.

This. Is more complaint about progressive insurance company…read morenot understanding how their system works.Not so much this particular office. But the people that answer the 800 number need to know their job. The other day someone named Teresa told me that I was overcharged and they would reverse the issue, but they never did. All they did was apply the overcharge to future payments. This messed up my bank account and cause my family to miss meals as we try to recover from their mistake.

Zech was such a great help when setting up a new policy! He was knowledgeable, helpful, and so kind.read more

Zach was great and very helpful and he also help me save money on my auto insurance today. I highly…read morerecommend him

My husband and I transferred our accounts from Michigan to Alabama when we relocated here. His…read moreaccount was assigned to someone, and when I asked to be with the same adviser, Elaine, the office manager, said I could not, because you need to have a large amount of $$ to have that particular adviser. I told her but I have more money in my account than my husband... this didn't make any sense. This was at a Charles Schwab event, and I felt humiliated. I had never been treated like this in Michigan. I did get the same adviser, but our customer service was never up to par. Only my husband would get annual calls about his account, no one there would contact me. We have since transferred out accounts to another financial planner and we are through with Charles Schwab. I cannot advise anyone to use this firm.

The Birmingham branch of Charles Schwab offers helpful seminars, where they explain their views of…read morethe market, various products and who might benefit from them. Their suggestions have always had my best interest at heart. They also periodically offer a free "shredding" event where you can take large amounts of old papers to be safely disposed of. Even though I have a modest account, I have always been treated professionally and courteously by Elaine, Lynn and the other professionals at this branch (as well as the national 800 number). I have recommended the Birmingham branch of Schwab to family members and co-workers and they have all been pleased.

After a conversation with a banker about what to me seemed like a relatively complex tax strategy…read morethat I had in mind, I was introduced to Talibah Bayles and advised that she held significant expertise on the subject. It turns out that she certainly does. Ms Bayles is not only an expert in her field with a broad understanding of various nuances of the tax code, she is also adroit in adapting strategies that maximize utility for her clients. On top of that she is very patient, extremely professional, a skilled communicator and she takes time to ensure that her clients are kept up to speed, that all options are explored, and that the best possible outcomes are achieved. I could not be happier with my experience. This is as good as it gets. If you have a lot of moving parts in your tax situation and are seeking to optimize your tax strategy toward a particular goal or set of goals, she is the person to call. Highest possible recommendation. 5 stars.

Ms. Margie was so delightful and efficient. She assured me that there would be no problem solving…read moremy issue. She did so and communicated each step of the process. She made sure I understood what was happening and made sure I had all the receipts. Thank you for making my first visit to the Hoover branch such a wonderful one!

Closed my accound and ruined my credit- shit bank. Charged me for overdrafting for a phantom…read moretransaction and closed my accound without ever informing me.

My name is Latasha Moss. "Great experience every time! She…read moreexplained everything clearly, answered all my questions, and made the process stress-free. If you need taxes or notary work done, this is the place!"