I haven't had the pleasure of getting my taxes done here, but this 5-star review is based on the…read morecustomer service I experienced with George Egan and Renee. I came in to get my taxes done a few months ago, having gotten married 6 months before, and George let me know immediately that we would get way more money back from our taxes if my husband and I filed together. For some reason, this thought didn't occur to my husband and I, stupid I know! Even though my husband was getting his taxes done with a family accountant, and George missed out on doing my taxes, he was so honest and did what was best for my husband and I. We got a very nice tax return and I am SO GLAD I talked to George first! (My husband didn't think to tell his tax guy he got married-DOH! Luckily he hadn't filed yet!) Although George never did my taxes, I was surprised to get a birthday card from his office recently, HAND-SIGNED! I would highly recommend going to see him!

Genuinely want to help you-making sure that you are getting the deductions you're entitled to and…read moreinvesting where and how you need to.

Efficient and easy. I definitely recommend this place. Great in English and Spanish. She has a lot…read moreof experience and knows what she's doing.

We arrived at Margarita Financial office thru a recommendation from another tax office after years…read moreof looking for a tax preparer to help us. Nobody wanted to deal with our situation. We had a very complicated and complex situation with years and years of backed taxes due!! It took us about a year or so to finish every single tax year and take care of everything with the IRS and State. She worked very hard, is very knowledgeable and is updated with the IRS laws. She was very patient with us and we can see she loves her job and to help people. Her staff was very friendly and polite. We mostly worked with Veronica with the calls and scheduling. We will forever be grateful for all her hard work. Thank you Llegamos a la oficina financiera de Margarita a través de una recomendación de otra oficina de impuestos después de años de buscar un preparador de impuestos que nos ayudara. Nadie quería lidiar con nuestra situación. Era una situación muy complicada y compleja con años y años de impuestos atrasados! Nos llevó alrededor de un año más o menos para terminar cada año fiscal y encargarnos de todo con el IRS y el Estado. Margarita trabajó muy duro, está muy bien informada y está al día con las leyes del IRS. Ella fue muy paciente con nosotros y podemos ver que le encanta su trabajo y ayudar a la gente. Su personal fue muy amable y educado. Trabajamos principalmente con Verónica con las llamadas y la programación. Siempre estaremos agradecidos por todo su trabajo. Gracias

A huge thank you to Richard and his team for helping me out. I had made financial mistakes while I…read morewas younger, and Richard was very direct/transparent while guiding me through making plans to iron everything out. It was nice to be able to work together to address my concerns, and I appreciate how open and flexible Roundleaf has been for me. There was a time period where I was very overwhelmed and confused in the process, and a tip I have would be to not hesitate in asking ask Roundleaf to slow things down and explain everything thoroughly. I had to educate myself on things I didn't know about, and it took a while to learn that that was okay. The Roundleaf team was always available to answer questions, and they were very good about following up/staying on top of processes. Looking forward to more growth, and I'm very glad to have Roundleaf's support along the way!

I just started my journey with round leaf but feeling blessed that I now how support and…read morereassurances that my financial standing and credit score can get better!!!

Faruk was a pleasure to work with! As we wanted to plan further for our future, our goal was to…read moreidentify areas where we are doing well and can improve upon. From the start, Faruk was personable and clear in communicating his services along with having a genuine interest in what our expectations were from this exercise. Fast forward a month, we have gained invaluable clarity and actionable next steps for our finances. Today, we still reference learnings and information shared by Faruk to help influence any financial decisions we may or will make. 100% would recommend Faruk to any family looking to understand their finances.

Faruk is a fantastic guy. I feel very fortunate to have crossed paths with him. He has been great…read moreat setting up our investments to be positioned well, even when the market is volatile. He has consistently grown my investments since working with him (not by single digit percentages either). He is very attentive and always takes the time to explain goals/positions clearly. Faruk is also very friendly, approachable, and genuinely cares about my financial goals. I trust his judgment and appreciate his proactive approach. I highly recommend him!

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.

Ok so Beth actually makes finances peaceful and fun. I did not think that was possible. She helped…read moreme with my taxes last year (of course I waited till the last minute) and the entire time it was like we were playing a sparkly-fun video game. You know how it is when a subject you normally suck in becomes clear to you? That is what Beth facilitated for me. And she's humble and sweet. Can't beat it! She's also wants the best solution for you. Even though she is a GREAT advisor and when I have the money, I will totally spend it on sessions with her, I was reluctant to drop the money at this juncture for some financial help because I'm in the red... so she made a few suggestions that saved me a lot of money. She's the best!

I met Beth a few years ago when I first purchased a business and I had never been a business owner…read morebefore. She helped me to wrap my head around business finances, how to determine my budget, flushed out what was important to me to prioritize and pointed out that I am my most important employee! Then a year later I participated in one of her group sessions and I got a lot out of that as well. She has many ways of helping people with their finances to meet people where they are in their process. Last year she sent out one of her regular newsletters and she issued a challenge to set a goal for the year. I took that seriously and followed through on my goal of setting a specific budget and working my budget. That helped me imensely to go from an unprofitable year to a profitable one. Beth has made my life better!

Exceptional! I…read morereached out to Kenny about multiple insurance products - long term care, term life, whole life. Let me step back and say this first - My family has a long history of buying all sorts of insurance over the last 30 years. In that time, we have met many people in the insurance industry across various roles. With that context in mind let me say this. Kenny is amongst the most thorough, knowledgeable, and helpful people I have ever met. He is not trying to just "sell you something." Instead he works hard to understand why it is that you think you need the insurance you have asked him about, he uses his intellect and creativity to suggest other options if they are appropriate (his feedback many times proved better than my own initial assumptions and work), and wants above all to help you. He is responsive, razor sharp, and high integrity. I started this review with the word "exceptional" - well, there is "exceptional" and then there is "truly exceptional" and then there is "rarely seen level of exceptionalism" - and for me, Kenny is just that.

Was overwhelmed with trying to figure out my financial future, and Kenny took the reins. He was…read morepatient, comprehensive, and extremely helpful in providing lots of options. Definitely a trusted provider that I can't recommend enough.

In the past week, two people asked me if I would recommend a reliable and honest investment…read moreadviser, so I thought I would write a review for mine. After being a stockbroker for a decade, I learned a lot about investing. On the job training taught me many things. I learned that you have to be confident to trust your investment expert and your investment expert needs to be smart and well versed in the financial markets. Jonathan DeYoe and his team of experts continually earn that confidence from me and my family. For several years, we have been clients of DeYoe Wealth Management. Thank goodness. The team at the firm care about our portfolio as if it was their own. They are on top of things and they keep us connected. Jonathan makes sure to keep us informed of changes in the market that affect our investments. He publishes newsletters that are informative and keeps us in tune with what is going on in the world of finance. We appreciate the expertise and care the DeYoe team provides time and time again. Over the years, we have transferred our Merill Lynch personal account and opened a SEP, two IRAs and a college fund with DeYoe Wealth Management. We took our time to get to know Jonathan and his associates and we are very pleased with our professional relationship. The team at this firm is very knowledgeable and we have been happy with our rate of return and results ... even in a down market. Their choices have outperformed the S&P on a regular basis. Originally I met Jonathan at a business networking meeting (BNI) and he was introduced to me by a mutual friend and client. In the last five years, I have recommended DeYoe Wealth Management to friends and I have heard great feedback from them as well. The DeYoe investment team has a terrific track record and their excellent reputation is well deserved. So if you are confused about all of the financial information you hear on the news and read in the papers, call these guys and ask them to help you understand what is going on and to get you on the right track. They will ... cause that is what they do.

Financial Planning isn't something I'm good at... Saving money, isn't my forte! The entire aspect…read moreis daunting and overwhelming to me! I've worked with Jonathan for 5+ years. What is consistent is his honesty, sincerity, and transparency in what he does. With all the ugly news of our financial systems running aground due to lack of integrity and greed, Jonathan is a fresh breath of air. Working with Jonathan has been good for me because he's firm, but completely flexible with how he works with me. He's also very passionate about what he does and that passion really shines thru. In addition, the support staff always makes me feel warm and welcomed and part of the DeYoe Family. Jonathan is my defacto Financial Planner.

Starting to Build Our Financial Future: We were new to personal finance and had finally reached a…read moreposition where we could think about saving and investing. Katy offered packages that were perfect for our personal finance journey. She helped us understand the recommendations she was making, so we also learned along the way. She even broke up her recommendations into bite-size steps so we didn't feel overwhelmed and could actually start taking the steps to a stronger financial future. We saw the many benefits of her guidance and look forward to working with Katy and her team as we grow our family's financial security.

We have been working with Katy for about 7 years now and it has been the absolute best decision…read morewe've ever made. It was incredibly helpful to see all of our finances presented in her report and when she explains it all so clearly it's just so reassuring. We had been trying to buy a house for several years in a very competitive market. After we started working with Katy we were much more confident and finally able to make it happen without overstretching ourselves. We continue to have check-ins as needed for all kinds of questions, from stock and investment allocations, to college 529 plans, to retirement and she's very knowledgeable and responsive. She's extremely easy to talk to, honest, and straightforward. We've already recommended her several times to our friends and family.