John has been a long time professional when it comes to helping me understand the financial…read moreinvestment world. He has and continues to look out for my retirement future.

John Buckingham is a great financial advisor…read more He takes his time helping folks, and he never worries about how he comes out on it. He will help people, just to help them. I highly recommend John Buckingham!

I've done my own taxes for years and thought I would try to have them prepared this year, as I…read morewanted to validate the work I've been doing. Well, I now understand the value of putting your trust into a true tax professional. Their knowledge of current tax law and overall experience made my scheduled appointment very worthwhile. I was presented with ideas and examples of ways to minimize my exposure and maximize my returns while helping to make better use of my current retirement plans. My return was almost double that of which I was accustomed due to some missing deductions that I had never realized I was missing out on. I felt that I learned some things today that will help better my families overall financial situation, and for that I am grateful. Thank you, Mat Demaj, I will most definitely be back next year!

Have had our taxes done here the past two years and now this year. There have been some staff…read morerearrangements and a name change. Our taxes seem to be taking much longer this year to get prepared. Still very friendly and easy to get a hold of at times.

0 stars. Connie Walsh billed me for $3550 in financial analyses relating to my divorce case that…read moreare completely invalid and unuseable per my attorney. She is taking advantage of women who do not know the legal process and running up large bills for unneeded services. She did not advise me before running any of these reports what the cost would be (also neglected to tell me that it was entirely premature to be running such analyses). DO NOT GIVE THIS WOMAN YOUR MONEY!! I regret giving her TWO retainers before asking for an invoice. She is preying on divorcing women! Beware!!!

0 stars. Same thing happened to me 5 yrs ago as reviewer Melissa B expressed on 2/8/18. She charged…read moreme $200/hr for data entry - twice! For our first meeting, she asked me to bring an idea of my assets, income & expenses. We discussed the process for producing a financial report and she collected her retainer. I said I would provide my actual figures at our next meeting. Without consulting me, she input the ballpark figures and charged me. When I gave her the actual figures, she again charged several hours to input the data again. This process required no financial know-how and should have taken an hour. I only knew she did this twice when I received a statement at the end of the month with deductions included for the unnecessary work. To make matters worse, her reports were inaccurate and late, resulting in my attorney and I having a 3-way conference call discussing the results on my way to mediation! She used appraisals that were over 10 yrs old for unrented office buildings that were owned by the other party and came up with a laughable value that only hurt my case. The final blow was that her contract said all billings were final and she wouldn't concede that data entry for a simple household and basic bank accounts shouldn't require 8 hrs to input, twice. Beware. It was sickening that she would take advantage of someone who is trying to figure out how to keep a roof over their head and provide for children while facing divorce.

There was a time when I didn't have enough money to even pay my bills each month- let alone needing…read morea financial adviser to tell me how to invest, save, or how to protect myself from tax liabilities, etc. But that was many years ago . . . almost feels like a different life. And after working for most of my lifetime- it came time to consolidate all of my financial advisers under one roof. Capstone came highly recommended and since they do several of my colleagues and are familiar with my company's incentive plans, etc, after a quick interview to see if we were going to get along, I contracted with them. Keith and Frank (sounds like a comedy team but sometimes I think it is me who provides the humor when I go there as they are always laughing at some outrageous thing I say when there . . . most be a lot of "old fuddy duddies" in the financial advising business) take the time to explain what they think I should do to invest my money as well as to protect my assets in the future to make sure those in my life are taken care of even if I am not here to do it. They are timely in their communication, follow stocks, make recommendations and just basically help me to make the right decisions regarding my finances. Their fees are based on what you need them to do and are varied. Plus they take the hassle of all of that away so deadlines are met, tax returns filed, quarterly updates provided, things are consolidated and they do it all with smiles on their faces no matter how many questions I ask, or how long it takes me to sign something basic (trust me . . .my living trust took forever as I just didn't want to think about who was going to pull the plug on me if I was sick. Let me go on the record here to all who are reading this that you can pull it . . . just not too soon!) I trust them with my future. A huge responsibility, I know. And one I don't partner into lightly. If you are looking for someone to help manage your finances, you owe it to yourself to talk to these guys. More substance than flash . . . but that's what I'm paying them for . . .and I'm a girl who likes to get her money's worth.

Watson and associates have given me the best financial advice ever and I've used other firms while…read morealso being an Ameriprise client. I closed the other accounts and moved everything to Ameriprise and couldn't be more satisfied with the advice and accounts they arranged for me. Highly recommended.

I had a time sensitive matter that I needed CPA advice on. Even though it was the weekend, Erik…read moreresponded within an hour, we were able to schedule an appointment same day, got some of my questions answered, then Erik sent me a follow up email the next morning (Sunday morning) with all the questions answered!! I greatly appreciate the timely and detailed response and customer follow up!!

Responded quickly and was very helpful when it came to explaining our situation to us better then…read morewe knew ourselves!