Hi there all concerned w/ taxes! Newly divorced w/ a 6-figure rollover settlement. Terrified of…read morehaving a 6-figure tax bill in my near future. However, I had a wonderful online meet w/ Shayne N. Loved that I could chose from different practitioners & happy that fee scale was up front. Shayne is very throrough, detail-oriented and tells it like it is. Loved especialy the "worst versus best" case scenarios - I'm prepared for both now & will retain her services

Our company has been using this firm since 2019 for our business taxes. I think they have…read moreexperienced some growth since then and have forgotten the clients that helped make them what they are today. They no longer return phone calls or emails which makes running a business even more challenging. They provide dates to submit your return info online then extend you anyways despite meeting those deadlines and expect you to pay for the extensions even though you did your part correctly. They've missed some significant deductions the past few years and are generally not very thorough. There is a serious lack of professionalism and duty to their clients. I recommend utilizing another firm that is more engaged with their clients.

Mike Sullivan and team are top notch, very knowledgeable, timely and thorough. I have 2 homes,…read morevehicles, umbrella, etc. with these guys. Best there is!

So I had car insurance through this broker for almost four years with no tickets or claims. As cost…read moreof everything started to rise I needed to save money wherever I could. I reached out to pinnacle Peak to express my thoughts on a auto insurance policy that only increased in the four years when it should have decreased with no claims or tickets not to mention on time payments and years of loyalty. I received a response back from a broker there named Mike to call the insurer and if need be cancel my policy with them directly. I did just that and now pay half of what I did through this unprofessional insurance broker! I would not recommend getting any kind of coverage through them. In my opinion they only care about there percentage in policys.

I would definitely recommend this location for your taxes and financial needs. I met with Tom…read moreBenscoter and he was amazing! He got know me and established a relationship with me which will now be a lifelong relationship. Tom helped me with my taxes and he helped save me money. He also helped me get prepared for next year. This wasn't just a place where you are a number but a friend. Thank you so much for your help!

From the owner: CFR Capital group specializes in strategic planning to maximize your hard earned money. Financial…read moreplanning for retirement, Investments, Life & Health Insurance, Social Security & Retirement Planning, Tax Preparation & Planning

I moved my account to fidelity because they had people in the office for direct help. I was told…read moreby my account rep that the forms missing from my tax prep would be there on friday. I drove 10 miles to hear that my rmd forms were not there. None of the agents I work with in that office. Get people back in the office. Working at home is not the type office I want. There were only a handful of very junior personnel in the office. This new office is a joke. Get your people back in the office to service the clients James 303 378 5608

Once your funds are at Fidelity, they do everything possible to prevent or make it difficult to…read morewithdraw your money. I attempted to pull out money and then decided to close my account because of the runaround I got on every request. The customer service experience is terrible because the agents are restricted from solving actually our problems. Every hurdle to prevent you getting your money out is offered up. They can't even tell you an ETA on a service level; instead they have to send you a document full of legalese which didn't even have SLAs. What a joke!

Sean Kennedy is a stellar securities and insurance broker. He leads a good group of men and women…read morewho put the client first and work to create a complete and well-rounded plan for any financial situation. The 3 main areas of concern are 1) security & insurance investments, 2) Tax Planning & 3) Estate Planning. The representatives at Trilogy work together to make sure you have the best plan for your situation. They do not work in a vaccuum or without oversight. This means that you and your accounts will be handled with the highest level of integrity and ethics. This is an excellent firm with an exceptional leader in Sean Kennedy. He can be my advisor forever.

Nancy is amazing! I called to schedule a chat about planning for the future, and she talked to me…read morefor about 45 minutes on the phone. When we scheduled an appointment, Lori, her receptionist, was extremely friendly and welcoming. Nancy was prompt and on time and was very wonderful in helping me determine what was best for my specific needs/situation. We spent at hour chatting and she was very thorough in explaining the financial products. I am so happy I found Moneywise AZ and Nancy. Their entire firm is professional, knowledgeable, and helpful. They are truly in the business for the best interests of their clients. You will not be disappointed with them for helping you secure your financial future!

From the owner: Money Wise Retirement Planning assists those nearing or in retirement with putting together a…read moreretirement income plan to get them from point A to point B. We incorporate all areas that may affect income in retirement including Social Security, taxes and longevity. Our firm is transitional, not transactional. We value our clients and put their interests first to keep them for life. Financial Advisor, Investment Advisor, Retirement Planning, Wealth Management, Tax Free Retirement, Social Security Management, Financial Planning, Certified Financial Planning

Stephanie Balck was a referral to me by Wells Fargo bank Mortgage dept in Phoenix. She and two…read moreother companies. I reached out to all three and she is the only one that reached back. Glad she did. Within 6 weeks of signing I was already seeing not only my scores rise but collections melt off like butter. All my scores were low 5's. I had hospital bills. Repossessions. Payday loans anything you can imagine a young kid would without thinking of the consequences. Within 9 months you would have thought by looking at my credit report that I was a perfect citizen. I bought a house with a median score close to 700. I've been in my home for over a year now and have continued living by the simple rules that I learned from Stephanie. I have one score that is 788 one 770 and the other over 750. I can't believe i have good credit. I will never mess it up again and if I do. I know who to contact. She is worth what she cost times 100. The money that she saves you alone on collections is staggering upwards of 20k she saved me. Her fees are very fair because she gets result. Enough said. Highly recommend.

From the owner: Andorra Credit Repair specializes in helping people qualify for their home loan. We are the…read morecreators of "Kiss Your Landlord Goodbye" program which is an online membership site with additional help with budgets and putting your pre-approval package together for your lender. We also offer $500 Home Depot or Lowes gift card when you close on your home loan. *Some restrictions apply

retirement plans seem to be doing well. They were incorrect when they said my wife's doctor was no…read morelonger in her plan. Called Blue Cross and they could not figure out why they said that so I guess you had double check the medical recommendations.

Do not seek advice from David Schaffer. He is extremely arrogant & omniscient. He makes false…read morestatements. If you are ill, he could care less! There are many qualified advisors who are kind, competent & not full of themselves. He is in charge & not interested in what you think or want. We need more kindness & a lot less arrogance!!!

Would give 0 stars if possible. This firm repeatedly made mistakes on basic accounting tasks, then…read moretried to shift the blame back onto our company--even though we hired them specifically to handle our accounting. They refused to consider feedback and showed no accountability at any stage. After assuring us that tax services were included, they suddenly claimed they were "uncomfortable" working in November, right before tax season. Much of the work was outsourced anyway, and the overall professionalism was extremely poor. I do not recommend this company.

We are highly satisfied clients. The Cilliers, CPA firm continues to take care of our tax needs…read moregoing on 12 years now! We are always impressed with their care to detail and prompt, professional service. They are extremely helpful when we have questions too. We value their firm and wouldn't want to do our taxes without them!