Mike and Mark run a great business. They seem to have a knack for making sure you have the coverage…read moreyou need without over-selling your budget or insurance needs. Thanks guys!

knowledgeable, experienced and always able to find a solution to what we need. We moved over an…read morehour away and are still policyholders! Thank you!

Trevor's office always goes above and beyond to help me with any aspect of my insurance. I highly…read morerecommend Trevor and his team!!​

Richcelle dirs her best for her client and has done an…read moreexcellent job for us! thank you

Save yourself! If you're looking for an agent that is both knowledgeable and experienced you must…read morelook further. Richelle is neither. Don't learn the hard way! This agent does not stand by her clients nor does she exhibit an ounce of integrity! Total disappointment!!!

All of my insurance experiences have been complete nightmares! Travis made it quick and painless…read more He got us the plan we needed and I will gladly refer anyone and everyone to him.

I have been an entrepreneur for almost 20 years, and in all that time, taxes and accounting were a…read morenecessary evil, not a joy in the least. If you've ever worked for yourself, or owned your own business, you know it requires multiple hat-wearing/juggling. The taxes are a HUGE stressor, and frankly I have a terminal "fog" over the details of my returns (certainly not my expertise). After a four-year-long go-around with the IRS as a result of incompetent advice, I recently turned to TaxWise for a "second opinion." After one consultation with Randy at TaxWise, I realized I'd never really gotten my money's worth from the CPAs I had paid in the past. To them I was just another "return" to file by the deadline. During my first visit to TaxWise, Randy actually took the time to ask me about my goals. He actually LISTENED to my answers. He made suggestions that seemed "obvious" once he said them, but no one had ever advised me like that before! He even gave me information to help with my situation. All in a single consultation. TaxWise seems to have a completely different approach to taxes (and business). They actually CARE about the success of my business. I am still in the throes of the IRS drama, but am just now, after working with Randy, mending the damage that was previously done. I wish TaxWise had been in Kansas City when I started out years ago. With the straight-forward advice Randy gave, I would have been way ahead of the game by now! At least I found them now, and will continue to recommend them to any small business owner I meet.

Worst experience ever!!! DO NOT use them! If they ask for money for "financial tax planning" do…read morenot give it to them...they are a scam! After taking us on as a client, I received an email on April 14th stating that I will have to find someone else to do our taxes because we "weren't on the same page"....WHAT??? If there was a problem then pick up the damn phone and call and talk to us about it! Gave them one star because it would not allow me the option of no stars!!

A true fiduciary! Mike really cares about his clients and wants to see them succeed in their life…read more He's not just in the business to sell stocks and bonds but he helps families and individuals meet their goals. I've called Mike several times to to ask his advice and never once felt pressured to buy more stocks or bonds through him. He takes great pride in seeing his clients succeed in a variety of different ways! Give him a call if nothing else you'll make a friend!

As a tech employee, I've encountered several CFPs and Mike is far and away the most experienced…read moreplanner in tech. He's been an expert on so many topics that many CFPs are peripherally aware of, at best. Java Wealth is a strategic partner and offers big picture, holistic planning and gets to know your drivers and goals. The firm is equally strong in getting into weeds and has helped me break down some incredibly complex issues regarding equity pre and post-IPO (including one issue that blew us away - still don't understand how he solved it!). Mike is also just an all around great guy and a pleasure to work with. Truly can't say enough about Java Wealth Planning.