Christine and her team take their time getting to know each of their clients and their specific…read morefinancial needs and then basing their investment strategy on that. It is refreshing to know that they are watching out for us all the time!! We are grateful for their awesome service!!!

Christine is incredibly knowledgeable and approachable. Her methods helped me reach set goals for…read moreplanning for the future and surviving this pandemic. She really listened to me about my hopes and concerns. I highly recommend her services.

I have my account for 39 years an today I was treated very unprofessional, wanting to discuss…read morepersonal private information in the lobby is unacceptable

In addition to my teacher retirement money, Dad encouraged me to invest. Dad has yet to lead me…read moreastray when it comes to financial stuff and he has done quite well. If you don't have an appointment, you should know what you are talking about. The two men who were here were nice enough, but did not appear to be in the mood to explain... me being paranoid of being inferior, I had done my research and have a basic understanding of what the positives, negatives and risks of my investment.... I signed up for my account at their computer and handed them a check.. done deal. It wasn't a horrible experience and it wasn't a great experience.. initial three stars.

I have known Joe for over ten years. I contacted him when I had an opportunity to roll over my…read more401k. He was recommended by a friend. He gave me sound advice about how to handle my retirement savings. He has given me excellent advice about when I can take money out and when I need to plan on leaving it alone. When I wanted to put money back, he advised me on how best to do that. He explained my investment options in a way that I could understand and make decisions that have served me well. He and his wife, Becky, as well as his office staff have become true friends. At my request, he has referred me to some of his associates who have proved to be reliable and trustworthy also. I can't say how thankful I am to know Joe and anyone will benefit from his expertise.

This team, headed by Joe, has performed very well for us since 2006. The same amount of money was…read moresplit with a 401k at that time. When the market took a dive, we lost nothing and the comparative value now, 2019, is about 12% higher than stock based 401K. Very happy with this stability, value and service!

Allison has been a dear helping me fix up my past year's taxes. It's a lot of work but she managed…read moreit well and she was able to hop on calls when needed! Would recommend her!

My wife and I were avid TurboTax users before considering a CPA for our tax planning and filing…read moreneeds (if I'm being real honest, I was probably the person really** pushing our family to look for someone reliable and trustworthy that could act as an advisory for us). After a new home purchase and more chances of us forgetting to do something with our full-time and side hustle income, we knew it was time to find a CPA, and I'm so happy we found Allison after three CPA interviews. Allison was responsive and provided us tangible things to consider as our annual income tax bill becomes more of a challenge. I genuinely appreciate her transparent approach, her "human-ness" in how she looked at our situation, and I'm glad we worked with her this year. Thanks, Allison!

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

I had a tax issue that had me spinning. I called several other CPAs that were NO help at all. I…read morecalled Thomas Castillo's office. And they were different. They listened. They understood. They treated me (a very small fish) like a VIP. They took care of me and they took care of my problem. Whew!! Absolutely recommend Thomas Castillo CPA.

Tom is the best CPA I have ever worked with. He always provides effective advice…read more Recently, I started my own small business and he has been instrumental in guiding me to create the best tax structure, balance sheets, and a other finance related aspects of my business. I'm confident that with his guidance, I'm not missing out on any important considerations to set myself of for success for the long-term. He's kept me up to date on all of the latest tax changes so I know what is coming around the corner. He is also a awesome guy who I hang out with when we aren't doing business together! I will do business with Tom for years to come

I've had the pleasure of working with Brandon for a few years now for my tax and financial needs…read more He is the definition of a professional--always quick to respond to questions and exceptionally fast during the filing process. It's rare to find someone who balances efficiency with such a high standard of care. I couldn't recommend him more highly!

Helped me with 2 years taxes during crunch time!! All at a reasonable price. I'm also hard to reach…read morevia phone and he was accommodating to communicate via text or email. Pleased with my return as well. Highly recommend!

Do not confuse this firm with any of the other Investment Planning Group firms based in either…read moreIdaho or Ohio. They do all seem to be structured the same, i.e. Father and Son brokerages, however their abilities differ in the extreme. My wife and I moved here from Westlake Ohio where my Father received great financial planning services from the Investment Planning Group, Inc. located on Detroit Road for years. Chris DeVito and his son Alex are a great team along with the other members of their firm. This group however, Tom and his son, seem to be more interested in what profits them (outrageous fees) than in providing a strategy for financial success for their clients. I must make this one positive observation, they have found a financial plan that is providing well for themselves. My recommendation is to turn to a more reputable firm and avoid this one. Your finances both present and future will thank you.

Horrible staff and service. They hire women that don't speak clearly or have any kind of financial…read moreexperience what so ever! I would never trust these people with any money and I don't know how they're still in business!!!

Don't allow fraudulent charges. Resolution is SLQW…read more Customer service Is a run around.