We had an inheritance left to us and is taken going on two weeks now to get it released and then we…read morefind out they're gonna charge us another thousand dollars just to sell the stock. This is what they do but $1000 to sell ridiculous that's why I don't use them. Morgan Stanley is so much better. let me say this the people in the office are great. It was the corporate people that I had to deal with, and it was very hard and confusing.

I only wanted to buy CD's......nothing else.....I made that clear. Stephanie was not only late (10…read more- 15 min) but then proceeded to try to sell other services. One of her first points was that she would return messages within 24 hours, not at all true. We've been with her just shy of a year, called her twice and both times had to chase her to get a response. Don't highlight service that you don't actually offer. I also recommend packing a lunch when you meet because for some reason, we were told of her divorce, children, father, how she invests her money and her travels.........I just wanted to buy CD's.........not write her biography. If you value your time and want someone that does what they say they'll do, run, do not walk to anyone other than Ms. Brown.

Allison is an incredibly thoughtful partner to have while working through your specific financial…read moregoals. She dives in to understand what will suit your situation and priorities in order to provide you with the best approach. She will also help you be flexible and pivot as life changes.

I have known Allison for twenty years and she is phenomenal at managing finances. Her advice over…read morethe years helped me develop my retirement fund, budget the money from my paycheck and create savings that allowed me to buy a house and be ready for three children. Because of this financial stability, I have the peace of mind that I'm not going to have major money troubles in the future. I highly recommend her services for anyone that is struggling with finances or just wants excellent advice!

My father advised me about them and I am not disappointed to have listened to him. They are very…read morefriendly and it feels like we are part of the family business. I recommend them.

Very friendly team and excellent service. I am very happy with my stocks performance. Would…read morerecommend them anytime.

Kevin Chou did my taxes for several years until I learned enough to try preparing them myself. He…read moreis professional and courteous; knowing that I was a freelancer, he told me about the SEP IRA, and he took the time to explain things like how deductions and business write-offs worked. This tax season, when I was extremely worried about my retirement plan contributions, Kevin talked with me by phone, answered my questions, and offered a possible solution. Thank you, Kevin!

He is charming when you first talk to him but then he is unable to calculate and file your taxes…read more He is either on drugs or has another occupation by which he does not have the time to do your taxes. His ineptitude will force you to file late, get penalties and in the end be forced to hire anothe accountant that can sort out Kevin's mess. PLEASE AVOID THIS INDIVIDUAL!!!

Diversified has been handling our finances and taxes for sometime now. We've been extremely…read moresatisfied with all aspects of the services they provide. If you're looking for an honest, attentive and professional company to handle all you financial needs, including retirement planning, Diversified is the company to choose.

From the owner: We Invest in Your Happiness. Contact us for a free consultation. read more

kapital mind has genuinely made a difference for me. When I first started using their services, my…read morecredit was sitting at around 450 and I honestly didn't expect major progress right away. But after sticking with their guidance and letting their tools do their work, my credit climbed to around 650! That may sound small to some people, but for me it represents real, measurable growth -- and proof that their approach delivers. What I appreciate most is how simple and transparent everything has been. kapital Mind breaks down each step so I always understand what's happening and why it matters. Their system tracks changes clearly, gives helpful insights, and makes it easy to stay consistent. I never felt lost or overwhelmed; instead, I felt like I finally had control over my financial progress. The improvement in my credit isn't just a number -- it's confidence. kapital Mind helped me see that even small steps can lead to real improvement. If you're looking for a service that actually supports your financial growth and shows results, I'd definitely recommend giving kapital Mind a try.

thanks so much . The best service ever I mean ever. realest I mean it. they break it all down so…read moreeasy.

Phillip has taken care of our taxes for five years and always done so with professionalism,…read morecourtesy and prompt, clear communication. We appreciate his expertise and thoroughness, and we highly recommend him.

Mr Chute makes me feel like I'm seen and valued as a person and not just a number. He also took the…read moretime to engage with my autistic son, even gifting him with an autographed book. I can't afford a lot when getting my taxes done and have too much going on in my life to try to do them myself. Phillip has been a reliable and affordable answer for these past couple of years and I plan on relying on his services for many years to come!

John is the best! He's always there to help advise you, is super friendly, and knows the market so…read morewell. My whole family has been with John for years now and he's taken care of our portfolio's so well.

Fitzgerald Financial Group is top notch! We've been working with John for a long time now and he's…read morealways given us outstanding service, the best prices, and great investments as well. John goes above and beyond to ensure financial growth with his great attention to detail in his financial planning. Commutation is clear, as they are very quick to respond and very easy to reach. I would highly recommend Fitzgerald Financial Group for all your financial needs.