I've been a client for over 30 years. They have prepared my individual and trust tax returns, as…read morewell as for my 3 corporations. Excellent work with thorough explanations. Always timely, accurate service and they have done a great job in tax planning strategies each year.

We have had our investments exclusively with Oak Partners for over a decade. They are always…read moreresponsive, answer all our questions and allow us to make the final decision. Our returns have been better than our friends with similar risk tolerance. We couldn't be happier.

We have been investing our retirement accounts with Oak Partners for around six years & are happy…read morewith them & especially their team approach & the fact that you will never get a recorded message during business hours. You will get A REAL PERSON. If the person you would like to talk with is unavailable most always you can speak with another person on the team. We are on Marc Ruiz team. He writes for the local newspapers too. I think the neg review is sour grapes due to market changes or did not or cannot READ the prospectus for different investment vehicles. Joe & Jackie Thiel

Our accountant is Chris. She is funny, knowledgeable, and reasonable. The receptionist is also…read morereally kind. Other benefits include candy, lotion in the bathroom, a colorful bench out front, and parking. : ) I'm assured having Jonker & Associates do my taxes, and I'm super happy that they help me through the painful tax filing experience! I pay about $200 for my state and federal filings--- a small price to pay to know you are in good hands.

This guy has done our taxes for the past few years and he's always a joy to work with. He's…read morefriendly, wants to get to know you, and is interested in making his customers happy, not just content. I definitely recommend George for all your financial needs!

I found George Ferenzi after I became very unhappy with the accounting firm that did my business…read moreand personal taxes They were not error free and were bvecoming very expensive.. George is very easy to work with, returns calls in a timely manner and was very quick to give me tips that saved me money.His fees are reasonable. When he has the time, and even when he does not, he will engage you in a friendly conversation which is hard to find in most businesses today.

Best accountant in the area! Her staff is very professional and does things in a timely manner…read more Highly recommend her services!

Been using Hawtree for years. Very busy office, but very accommodating, and with friendly staff…read more Personalized service, you get undivided attention during your appointment. Knowledgeable staff who are not only versed in current tax rules, but also have their finger on the pulse of what is coming up. I actually look forward to getting my taxes done as I know they will be done well.

So upset the way they have treated my mother. She has contacted them multiple times about her taxes…read morethat have not been filed & they just ignore her! She dropped them off in mid March when she had her appointment scheduled & now it's mid June & they aren't getting back to her or giving her the time of day. I'm applaud at the way they would treat a windowed senior. SHAME ON YOU!

Very professional and helpful with tax and business matters. I use this firm for both business and…read morepersonal needs and have done so for 5+ years.

Solid financial minds here but they lack basic lay person transparency. Call it a mistake on my…read morepart for not reading and just trusting them out of the gate (wont be happening again that's for sure). I would be sure to read everything they lay out before signing with them. So let me put it here so you do not have to learn the lesson I learned. When you terminate the service supplied by Wisely per their rules they have to convert all positions to cash, if its a up day, hey you won! Good for you! If it is a down day well sorry not our problem. For this reason I cannot recommend them. This is just one persons experience so take it however you see fit.

Ken Micheals is absolutely wonderful. I can hardly believe how much passive income he has made me…read morein 6 months. i am absolutely flabbergasted by his investing ability! Five stars is not enough. Wisely advised needs a 10 star rating!