Kathryn Holland is no longer the advisor at this office. She has gone independent but is truly…read moregrateful for the opportunities Edward Jones gave her and wishes the best for this company. The new advisor is Melanie Hart, she is very on top of things, if you are looking for a good experience working with Edward Jones, you should give her a call. I can't seem to get Yelp to change the name on this, so this is the best I can do.

We absolutely love working with Betsy! As a small nonprofit, finding someone who truly understands…read morethe unique challenges of nonprofit bookkeeping is such an important part of our operations. Having Betsy on our team means we don't have to worry--she's reliable, detail-oriented, and always one step ahead of us. What I appreciate most is that Betsy genuinely cares and is flexible as a partner. She understands we're often thrown curveballs in our schedule, and goes above and beyond to make sure we have the financial clarity and confidence to focus on the creative and community work we love. Simply put, Betsy is a gem. Every nonprofit deserves a "Betsy" on their team!

I have worked with Betsy Maness of Private Associates and I would not hesitate to recommend her…read more She specializes in working one on one with individuals accounting for stock and bond portfolios and since this is an extremely delicate and confidential area I would be reluctant to just recommend anybody. I find her to be very reliable and trustworthy and intelligent . She would be especially good for anyone going through divorce or probate as there are a lot of details associated with discovery of assets and the recording of securities. With Betsy you can be confident you financial life is in good hands.

Abdul has lots of knowledge and a very helpful guy.i have been going to him for last 6 years and…read morewill continue.keep it up,good job.

It is good to deal with Abdul because he knows his job well and is very helpful. I have been…read moredealing with him for more than five years, and I have not had any problems with my tax files and all other transactions. His expertise is high

Insight is exactly that, insightful! Diligent, communicative, friendly and truly goes above and…read morebeyond for their clients. As a second generation investor at insight, I can truly say that their services are unparalleled. Thank you Brian and all at Insight for a great experience!

I have been retired for almost 10 years. A year prior to retirement, financial planning wasn't a…read morepriority. Someone referred me to Insight to Wealth for a review. Overwhelming skepticism! I was thinking I could setup my own retirement plan. The more research I did, the more worried I became. I began to imagine the tremendous effort, patience and expertise required. I asked for a plan. Enter Brian S. Brian emphasized that a hedge against inflation is key in a solid retirement plan. I didn't think of that. So, he setup a diversified plan consolidating all my IRAs and 401ks using various investments vehicles. The variety provided protection against inflation, he said. 10 years later, I am living a lot more comfortably than during my working years, thanks to Brian and his team of experts!

Dale is simply the best. She has been my personal banker for years, and in that time she has come…read morethrough for me countless times supporting all my financial needs, and helping me through any issues I may have had. She is the kind of person that will go above and beyond to help you resolve any of your needs quickly and in the best way possible. I trust her to always have my best interest in heart. I am also grateful to Dale because she supports my small business, and always goes out of her way to introduce me to other clients in her bank. She makes the entire banking experience easy and fun, I actually want to come in and see her and her team! Dale has also been super helpful when my teenage son first started managing his own money, helping him not only set up the account but also understand how to care for his finances. I wish I had a banker like that when I was a teenager! You can not find a better personal banker anywhere, I guarantee it! Dale is the one.

Dale Marie Golden is knowledgeable, caring and determined to empower her clients. She gave me very…read moresolid financial advice and is a pleasure to work with. Recommended!

I debated whether to write this review. I ultimately decided to because people's financial…read morewellbeing are an important part of their life, and it's important you put that trust in the right place. We worked with Tom Vogelheim, before and during his merger with Fiduciary Financial Group. Unfortunately, once he and his team completed our tax return, he stopped responding to all our emails and phone calls. This has been the case for over 6 months. We have been at a loss why, especially since we've outreached several times requesting additional services like tax advising and estate planning. The only reason I can think of is that he may have been unhappy when we asked him to explain why the final fee was higher than originally estimated (note that we paid the final fee right away). That or FFG may be focusing on a different clientele than we are. Either reason would be fine if he would just tell us. Now we have to urgently search for a new tax advisor since we have things we need help with right away. We are extremely upset because we put our trust with Tom, and he has left us in the lurch with no explanation despite repeated outreaches. Fiduciary means trust, and that has been completely lost here. One star because the work and help we received when we got it was competent, professional, and well communicated.

I have been referring my estate planning clients to Trevor Scotto of Fiduciary Financial Group for…read morea couple of years now. I was so pleased with the feedback I received from my clients, that my wife and I also engaged Trevor to manage our assets and guide us through sound financial planning. He and his team are simply the best in the business. I trust Trevor implicitly and sleep better at night knowing that he is managing our accumulated wealth.

Quick friendly responses and lots of needed information gives me security now with my taxes and…read morebookkeeping.

E & P Financial Services were understanding when I was missing a piece of paper and freaked out…read more They are ALWAYS crazy helpful with taxes but now that I am starting my own small business they are taking it to the next level. I cannot put a price or value on their services, they gave me wonderful advice. You should use them if you are an individual or a business person. Their professionalism and patience are only topped by their knowledge base. BOTH Google AND chatGPT gave me wrong/bad info. So much for AI currently. Do what I should always do - talk to a REAL professional. Talk to the folks at E & P.

Herrmann and Cooke, despite all the double letters....they deserve 5 stars, excellent service,…read moreexcellent personnel , David Herrmann, Jason Cooke, Pamela Cunningham, also all 5 stars!! .. They have taken care of my finances since 2006. Could not be happier. Vicki

Travis McEuen called me after I requested some investment information from the Dave Ramsey website…read more Sadly I am just now getting a grip on our finances at 38 but better late than never. I don't have anything to invest yet but that didn't stop Travis from truly caring about me and my family. He listened and understood exactly where we are, he answered all of my questions and asked me important questions I didn't know to ask. He was beyond nice, detailed oriented and calmed my fears of investing and saving for retirement later in life than I wish I would have. He has the heart and mind of a teacher which is imperative when I am intimidated and afraid of investing and being taken advantage of. He also looked at, evaluated and gave advice on the itty bitty Roth and 401K plans my husband and I currently have and what we should do when we are ready to invest. My husband was extremely impressed with his detailed, thought out email about our situation. Travis truly cares and now all we need is money! As soon as we get out of "Baby Step 2", Travis will be getting a phone call from us! Thank you Travis for being so kind, a teacher in our learning curve and most importantly giving us hope.