Absolutely the Best! The staff is always available to answer questions and concerns…read more My wife and I feel very fortunate to have Annette and her staff to help us over the past ten years.

Annette has been a lifesaver for our business. She is hands down the best accountant I've ever…read moreworked with. We run a sustainable real estate fund so our taxes, investor requirements and accounting are quite complicated. Annette has been able to handle everything and deliver us more value than we've expected. In my opinion, Annette is a great CPA because of her background as a financial planner. I believe that gives her the ability to look at the overall picture of our business, how to grow it, what strategies make sense, etc. She doesn't just do our books, she gives us invaluable advice that is crucial to the success of our business. Anyone can do your quickbooks and file your taxes. Very few CPA's can actually help you grow your business-Annette is one of the few. i would recommend her highly.

Lily and the entire team at Guide My finance have been fantastic to work with. She manages both my…read morepersonal financial planning and our company's 401(k), and her expertise and attention to detail really stand out. Lily is always responsive, patient, and great at breaking down complex financial topics into something easy to understand. The firm itself is equally impressive--professional, organized, and clearly committed to delivering a high level of service. Everything runs smoothly, and you can tell they genuinely care about their clients and long-term outcomes. I highly recommend Lily and the team to anyone looking for reliable, knowledgeable financial advisors.

Just an update- Amanda Pecot has moved to the Tax and Financial Group and I have happily followed…read moreher there. The new office location is much more convenient for me. When Amanda left, I was disappointed how Guide My Finances handled the transition. My friends and I who all used Amanda were assigned to different, seemingly random advisors via email- not even worth a phone call. The new advisor (Jackie) never bothered to reach out.

Often the first thing that comes to mind when looking for an advisor is managing investments. Bull…read moreOak does this of course--their philosophy is logical and evidence-based. But what set Ryan, Peter, and their team apart to us was that they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, just as examples. We appreciated that they accomplished this while also factoring in our goals and especially our values. We feel lucky to be with Bull Oak and highly recommend working with them.

As a retired engineering business owner, I have been impressed by their unique financial model,…read moreservices, and, most importantly, their ethics and values. I've been their client since the inception of Bulloak and I highly recommend them to sophisticated investors.

Very professional and great follow up. I've learned a lot from attending their seminar and two…read moresubsequent interviews. We are going to be starting a long relationship with this firm.

Comprehensive Advisors is unparalleled in financial customer service. Brett Gottlieb is top in his…read morefield. He is always abreast of the financial landscape's current happenings. This firm really does treat its clients like family. Any member of the team is always willing to address any question or concern in a kind and prompt manner. Comprehensive Advisors conducts many informative workshops throughout the year. They range from how to navigate the minefields of social security, Medicare, the new Trump administration and changes it may yield, taxes in retirement, how to avoid probate, etc. This firm continually strives to ensure that its clients and friends receive pertinent information to help navigate their financial futures. I would like to conclude with the statement, that I became a Comprehensive Advisor client in November 2022. I interviewed a total of FIVE financial advisors, and Brett far outpaced the competition. I know that I made the right choice to hire him and his firm. I feel secure and yes even blessed that my financial future is secure in his firm's hands. THANK YOU!!!!

We've been working with our Financial Wealth Advisor over at Intelligence Driven Advisors for…read morealmost 10 years. The overall consistency of service has been exceptional. They listen to our goals and implement a comprehensive plan to ensure the best probability of achieving our desired outcome. If you're looking for a financial advisor or wealth management firm that will listen and take care of you, I would highly recommend Intelligent Driven Advisors. All the best - Rich & Farrah Adams

This company has been managing my money for close to 17 years. They have done a fantastic job for…read moreme every step of the way I have been with them. Darcy and Shanda are the best! They are extremely diligent about tracking and keeping up with everything, and I sleep better at night because of them. Their knowledge and expertise are outstanding, and the genuine kindness and caring that they show is what I think really makes them exceptional. I feel extremely lucky and grateful to have these excellent people in my corner!

Citadel Penn held a free online course on virtual crime prevention, how to outsmart the scammers…read more She had several guest speakers and they all had a lot of valuable information. I walked away with so many good tips on what to do and what not to do when approached by scammers online or on the phone. Not only can Citadel help you with your financial planning she also has a lot of great connections!!

Terrible company, poor communication. Our loan was recently taken over by them and out of nowhere…read morewe get told our insurance policy doesn't cover "wind", both us and our insurance agent reached out to them multiple times to confirm we in fact do have wind coverage in our policy. After multiple notifications of them threatening to buy insurance for us (and charge us for it) if we didn't prove we had coverage and over 30 minutes on hold, their version of "wind" is hurricane insurance. Which our previous 2 servicers did not require and none of their reps seem to understand the difference between wind and hurricane coverage and why it should be more clear in their communications. So now we're out the cost of a hurricane policy all because our loan was sold to this idiotic company. Fingers crossed they offload our loan soon. Dealing with them is terrible and they're a joke.

My loan was with Freedom Mortgage. I put in for a refi to get rid of a lifetime of debt. I knew…read moreit would be difficult, with some tax issues. I was never late on my mortgage for 31/2 years. Never late on any payments for anything. We had $400,000 in equity. We have five sources of retirement income that couldn't be touched in a bad economy. Someday, somebody will need to explain to us how two Veterans, with everything above, couldn't be helped, especially a company that prides itself on helping Veterans. This rating is for the underwriters. Every Freedom Mortgage rep was professional and worked hard.

Having relocated to SD I needed to secure a new banking relationship who can handle my very unique…read morebanking needs. After meeting with several people/banks it was clear I was fortunate to have the honor of working with Cilette Mitchell -- the bank manager for decades(?!) at CNB. Cilette assured me their bank is a similar to a small town bank and that she would ensure what we discussed would always be honored. In the end I feel blessed having met Cilette (and Yanina who's been my WONDERFUL personal account manager) and look fwd to working with them for years to come! On a side note, CNB is fortunate having such terrific people like Cilette and Yanina on their team. They exemplify customer service!

CNB goes above and beyond with excellent customer service and proactive security and support for…read moreboth individual and business accounts. We have a 15 year relationship with CNB and look forward to working with them in the future. They truly define relationship banking at its best!

Eric has been the financial advisor for me and my wife since 2017. Our professional relationship…read morecouldn't have come at a better time, as I'd just come into a sizable amount of money after a tech IPO and need direction on how to best allocate funds. His guidance over the years has been invaluable. He's extremely personable, knowledgeable, honest and reassuring. He never pressures us into anything, and allows room us to make the right decisions for #us. His frameworks for day to day and long-term financial health and wealth management have been extremely beneficial for us. I've referred so many of my friends across various industries and economic backgrounds (tech, professional athletes, friends wanting general advice, etc) to him and they've all said the same thing: he's the real deal! I'd bet the house on WealthBuilders!

Eric is friendly, professional, and well-versed in all facets of financial planning and investment…read moremanagement. Although he is equipped and experienced to partner w/ folks who have been working with a Financial Expert their whole lives, for someone like myself who is early in my career and new to many of the topics we discuss, Eric breaks everything down so it's easy to learn and master. He goes out of his way to make himself available to answer any questions. I can't recommend Eric enough!