We have really enjoyed working with Gabriel on our retirement investments. He rolled over my 403b…read morefrom a previous job and helped us get it set up where we're making money on it again! He's easy to work with, knowledgeable on his subject, follows up well, and is quick to answer our questions!

From the owner: Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC; and are not…read moreinsured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. The financial institution and its investment center are independent of Raymond James.

The professional approach from Jessica and Cheryl is so refreshing in a world where people don't…read morelisten and treat you as a valued client . I highly recommend her for your financial planning needs .

I have been working with Jessica for nine months discussing financial planning options for my…read moreretirement. While I have not engaged her or her company to manage my retirement accounts (yet) I can tell you that door is not closed. Jessica has provided some incredible guidance, source documents, and suggestions regarding my retirement. She has been extremely responsive, great follow-up, open to my questions and suggestions, and professional in all aspects of our dealings. Jessica is a pleasure to work with and if you are looking for a financial advisor...she is exceptional.

Webb Pickard is an awesome company. I use the Smyrna, TN branch as well as several members of my…read morefamily. I love that they research the best deal your situation. I love that I can email Linda Stinson at anytime and she takes care of any issues or concerns I may be having with a 24 hour period. Linda always has a professional and great personality. People like her is why people keep going back to Webb Pickard. All the staff that I have dealt with has been very kind and helpful. I have recommended them to several of my friends. Lori Burnette customer since 2020.

From the owner: Protecting You! We…read moreare a locally owned and family operated independent insurance agency located in Middle Tennessee. Our goal is to bring our customers the best insurance in terms of coverage options, competitive rates and of course, excellent customer service. Since 1972 we have been serving this community and beyond. Our product offerings include: auto, home, motorcycle, RV, business, bonds, life and retirement planning workshops.

Absolutely amazing. I was nervous going into my first meeting with Edward Jones. I had absolutely…read moreno clue what to expect. However, the minute I walked in I was greeted with a warm welcome. Doug was great at explaining everything to me as well as answering all my questions and making me feel comfortable in moving on to the next step of investing. Highly recommend!

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

So end of 2020 and very happy with Estate & Financial Strategies. We have shifted to quarterly…read morephone calls with Hank and continue to have great results with his services. I am upgrading from 4 stars to 5 given our experience with Hank and the full scope of planning. The key thing with our experience is I am able to ask Hanks team email questions and they help me with strategic ideas. If it is outside their expertise they offer up other experts that could help. Partnering with Hank we have completed an estate plan, trust creation, tax planning including a new tax planner and working through Roth conversions. We are very happy 3 years in with Hank and his financial planning and services.

I recently moved to Nashville and was looking for someone to handle my tax return. Previous…read moreaccountants I have worked with have caused unnecessary headaches, inducing stress at the thought of having to now find a new one in my latest place of residence. I met Amy Phillips (the owner) and decided to go ahead and give her firm a try (I had nothing to lose was my line of thinking). I can honestly say I had an amazing experience! Very professional, so speedy, documents were confidentially handled (one of the problems I have had in the past that made me hesitant in the first place in my search), rates were very reasonable, and Amy was very clear in addressing all of my questions, prompted me for information I hadn't initially given that was worth noting, etc. Overall, I am glad to say my anxieties and concerns have been overcome and I don't have to worry about who will handle my taxes in the future. I'll be using Phillips, CPA!

From the owner: TriStar CPAs, PLLC is a coalition of CPAs providing professional tax, accounting, consulting and…read moreadvisory services to support business clients and individuals as they make key financial decisions. We're positioned to help small businesses and individuals organize, streamline processes, and brainstorm with a disciplined approach to managing financial details. We'll be your guides and mentors as we equip you to face marketplace challenges, prepare for retirement, and strive for your goals.

Reviews for this CPA are complimentary but I contacted them today and they are not accepting any…read morenew clients. We weren't looking for a CPA to file by the April 15, 2024 deadline and I made this clear but they are not accepting any new clients, period. Their response time to my inquiry was prompt.

Incredible service! Substantial tax refund on amended return…read more Prior to coming to Glover & Glover, I had always done my own taxes with an online platform. Last year, after my tax situation got more complex, I reached out to Byron Glover. Not only did he help me navigate my 2017 returns, he also looked into some of my previous years' returns and found some opportunities for me to file amendments. These resulted in substantial tax refunds. Completely worth it! I'd definitely recommend Glover & Glover to anyone.