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    Edward Jones

    5.0 (1 review)

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    18 years ago

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    Insogna CPA

    Insogna CPA

    (44 reviews)

    Westlake Hills

    Chase and Ami are an absolute pleasure to work with!…read more I was referred to Insogna CPA by a friend and feel very lucky to finally have found a CPA of this caliber. I've been using Insogna CPA for the past two years and could not be more impressed. It's comforting to know that my taxes are being handled correctly. Not only are they very good at what they do - they are personable and take the time to work through your taxes with attention to detail. Insogna CPA exemplifies professionalism. I highly recommend

    I had the pleasure of working with Chase/Adam/Abby after being referred to them by another CPA who…read moredidn't quite specialize in what I need (already a good sign). This was the first time I was ever filing taxes as a day trader, so I had a lot of questions. Chase didn't hesitate to hop on the phone with me a few times, learn about my situation, and give me REAL answers. The actual execution of the process was SO EASY. I uploaded all of my documents, and they sought all clarification electronically. I loved having a single spot where we had all records of our communication instead of needing to hunt through different email threads. As we were getting nearer to having everything done, Adam was also very willing to hop on the phone with me to make sure I didn't have any final questions before filing. Overall, this a great team, and a perfect example of how a locally owned business outshines guys like HR Block. I could not recommend them enough.

    Century Management Financial Advisors - Scott Van Den Berg, President of Century Management Financial Advisors

    Century Management Financial Advisors

    (9 reviews)

    I am leaving a review (which is rare) because my experience with Century Management Financial…read moreAdvisors has really been above and beyond what I expected. Prior to them, I was meeting with other potential advisors. Conversations all ended the same after getting nowhere. I may not have millions like some clients but it was respectable. Still, I kept having the same experience which made me feel behind and a little silly. When I spoke to Century Management Financial Advisors, I was surprised that they were treating me, my money, and concerns as if I were one of their most important clients. They were completely focused on me. I received help with financial planning, setting up a budget and goals, and was given clear investment guidance because they also took the time to educate me. And I had a ton of questions which they answered gladly, treating each as a key part of the relationship. I wish I would have started with them first. I finally have a clear path forward and peace of mind. Plus, I know I'm finally dealing with my finances the right way! I cannot say enough good things about them.

    We recently completed a comprehensive financial planning process with Century Management Financial…read moreAdvisors and had a very positive experience. The plan was tailored to a period of transition for us, with multiple moving pieces to think through, including a potential home purchase, family planning, and changes in income over time. The team covered budgeting, tax considerations, savings, and long-term planning, and their planning software was especially helpful in visualizing different scenarios and showing how various financial decisions could affect our overall goals. Scott, David, and Rachel were attentive, patient, and easy to work with. They took the time to answer questions, explain concepts clearly, and make the process feel collaborative rather than transactional or pushy. It has also been valuable to work with the same firm on both financial planning and investment management. Having one team with a full view of our situation has made the experience feel seamless and comprehensive, and has given us greater confidence in our overall financial direction.

    Edward Jones - financialservices - Updated June 2026

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