If you don't mind the high fees for services then I think it could be very good. Unfortunately, I…read moream not wasting a large portion of my retirement money on a 3rd party. They are personable .

I have found Momodou Bojang to be such a caring person . He is genuinely concerned that I get the…read morebest financial advice especially since am nearing retirement. He knows the federal program inside and out and will protect me from making a big mistake! And the big picture ? I am making money.

I hired Tom to take a look at my finances and see if there was anything I was missing, any…read moreadvantageous financial vehicles I was missing out on or any way that my asset allocation could be improved. Tom did a great job identifying exactly the things that I needed but had overlooked, such as disability insurance and a Roth IRA account. He put together a complete overview of my financial situation with his advice in a very useful and easy-to-use package in a very timely fashion. I think just about anyone would be well-served to have an expert who deals in finance all day long take a look at their circumstances and make sure they are doing everything they can to maximize their wealth. I know Tom's advice helped me.

Jay has supported us for many years now and we would recommend his service. He's busy yes, because…read morehe's good. If you are timely with documentation he is timely with extensions and filing.

If you feel like you've been getting screwed on taxes by your current or past accountant, go to Jay…read moreYurkshat. He was recommended to me by a friend who had him look over previous returns and found serious accounting errors... getting her back close to four grand. He is thorough, concise and honest. He spent hours going over and explaining my returns line by line with me. We'll see what the end result will be in a few weeks. This guy and his father have been doing taxes for over 36 years. Give him a shout if you think your current accountant isn't doing his or her due diligence.

As a SBO with several properties, I recently consulted with Aubrey at Landmark Tax & Advisory for…read moreguidance on the direction of my business. From the initial consultation, it was clear that Aubrey had the expertise and insight I needed. We met again to discuss the best capital structure for my business, and I was impressed by how well his team assessed my needs and created a plan tailored to my goals. Thanks to their strategic guidance, my business was able to move forward with another real estate purchase. As an entrepreneur, I'm always looking for ways to make my money work for me, and Aubrey and his team were able to provide me with the tools and knowledge to do just that at an affordable cost. They are honest, professional, and extremely detailed. I was thoroughly impressed with the service I received, and I highly recommend Landmark Tax & Advisory to anyone in need of tax, accounting, or CFO services.

My Second time refinancing with Capital Bank! It's just getting best to the next level of best!…read more Sean was my loan officer and was available promptly on his cell phone, never felt like being pushed or dealing with a big thing like home loan. The whole process was a breeze, with best rate, best incentive and best guy to work with. Sean went every extra mile to make sure i am happy with the process as it goes and also gave great pro advice as required. Will definetly be back next time when i am in the market for Home Loan. Thank you Sean & team

Was interested in refinancing so I did some research and also gave Brent Mendelson of Capital Bank…read morea call. Brent was responsive, explained the process, and made it super easy to get a great rate with low costs AND help us to quickly close on our refinance. The only disappointment - we weren't able to beat Brent's 9-day start-to-close record! The Capital Bank website and portal to support the loan process were also user friendly and quite good. If I have ever have home financing needs again I will be sure to look at Capital Bank again and/or call Brent Mendelson. Full disclosure - this is the second loan where I've worked with Brent (first was for first-time home buyer house purchase). If you cannot tell based on my repeat usage I would highly recommend that anyone interested in a home loan reach out to Brent. If you don't have a loan guy, Brent should be your guy!

I recently opened an investment portfolio with this company. It was important to me that the money…read moreI contribute to my Roth IRA goes to companies that advance an agenda that I can support, and I felt that demand wealth allowed me to do that. The website was straightforward and easy to use, even though I don't know a lot about finance. Overall, I would recommend this company to anyone looking for an intuitive, user-friendly way to invest in the businesses that promote the values that you believe in.

Charles Myrick is a true professional. He is trustworthy, dedicated to serving his client's…read moreinterests, and an all-around great guy. I was referred to Myrick CPA in 2014, and it is one of the best moves I've ever made. He doesn't just "do your taxes" once a year; he helps you plan the best tax strategy possible for the year ahead. His work with cash flow projections is a game-changer for small businesses like mine.

Fraudulent practice. Classic bait and switch scheme. Charles Myrick rests on his laurels of…read moreworking in the accounting field for 30 years but is well behind today's nimble and knowledgeable accounting firms that support small businesses. Charges $750/mo to do basic book keeping and a quarterly P&L....that's it. No tax planning/projections, cash flow management, payroll, etc. Don't expect him to be knowledgeable of the tax code; instead, he gives a 15sec empty commercial pitch that falls flat. During COVID-19, numerous other CPAs offered a plethora of guidance on PPP free of charge; Myrick offers nothing while collecting an ACH credit. As a small business owner, especially in these times, I know how important it is to support the community and each other. Charles Myrick steals the profits you earned. CPA license is under review.

Recommend Equity Planning, have been using them over ten years…read more Marc was able to guide me to the right term life insurance, and the peace of mind that goes with it. Marc has full breadth of understanding of what is in the marketplace. Most people need insurance as part of a financial plan, to insure insurability. Nice to have a "bricks and mortar" store in the form of Equity Planning Inc., they're there "after the sale" to provide stellar service. Might be tempting to shop online for insurance, but it's better to have a knowledgeable, trustworthy person like Marc at your side. I have EPI's business card with my important papers. I'm confident that they will be able to assist my family.