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    Edward Jones - Financial Advisor: Adam E Bornstein

    5.0 (1 review)
    Closed 8:00 am - 4:30 pm

    Services - Edward Jones - Financial Advisor: Adam E Bornstein

    Investment management

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    7 years ago

    Adam is awesome, he helped me with a 529 plan when nobody else would. If you need a 529 I would definitely recommend Adam

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    Wiley, Wiley & Associates, PA

    Wiley, Wiley & Associates, PA

    (2 reviews)

    Wiley & Wiley served as my mother's accountants for many years before her death and always did a…read moresuperb job. She left an estate that was complicated by her lack of records as to the 2005 basis of some individual stocks my brother and I sold, as successor trustees of one of her trusts, after her death. Although I had worked as a tax attorney at the U.S. Dept. of Justice at the beginning of my legal career, Cori MacDonald, CPA, of Wiley & Wiley offered extremely valuable input and corrections as to my calculations that saved the trust a great deal of money. Wiley & Wiley has been prompt and efficient at every turn, and has always responded quickly to my calls and emails. I have found their fees very reasonable based on my own experience. I highly recommend them.

    My CPA retired and Lee Wiley was highly recommended to me. I made the mistake of not asking in…read moreadvance what I could expect to pay and the bill was outrageous! Just under $700.00 more than three times what I paid in the past. Lee never met me in person he only spoke to me over the phone had told me I could drop the papers and documents at his office. When all was said and done he filed a 1040 and a couple of state tax returns where I owed a total of 8-12 dollars. I went in to pick up the return and again Lee did not even stick his head out (Probably because of his shame). They just handed me my packet and a bill for $695.00. At first I thought maybe my old CPA friend was just taking care of me all these years and then I followed up with another firm and they were flabbergasted over his charges as well. Did they file my taxes... Yes. Did I get Audited...No. Will I ever do business with Lee or the Wiley, Wiley firm again NO. Will I recommend them to anyone in my sphere of influence during my lifetime...NO, I will tell them what Lee did to me and how he treated me. I don't know what else to say except Lee you are a dirt bag and a thief in my opinion. By the way I had my taxes done by another firm this year and the bill was less than $200,00.

    Edward Jones - Financial Advisor: Adam E Bornstein - insurance - Updated August 2026

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