Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

I had a 15-minute introductory consultation with Gary, and I cannot recommend him enough. As a…read morefirst-time small business owner, I was completely overwhelmed by the whole sole proprietorship transition. Gary was incredibly patient, helping me navigate my confusion regarding 'cash basis' accounting and clarifying why my specific contracted work resulted in a W-2 rather than a 1099. ​What impressed me most was his honesty; he explained that my current tax situation is simple enough to handle via software and encouraged me to save money by filing myself this year. He even provided AI-generated notes from our call so I could stay present in the conversation instead of scribbling notes. If you want a CPA who is knowledgeable, tech-savvy, and has high integrity, Gary is your guy

If you're looking for an advisor, and considering making contact with Alison... make the call…read more You're going to find a completely approachable and transparent professional, and there's no reason not to explore working together. A good advisor knows how to dig beneath the money and numbers talk into the emotional realm to connect their advice to your goals and what they represent for your well-being. To do this effectively, the advisor needs to care genuinely for the people they are working with. You will understand when working with Alison that she cares - it's so obvious. Her ability to simplify complex financial concepts and provide straightforward advice is truly impressive. She has a smart approach that inspires confidence and trust, making the entire process smooth and stress-free. She makes working with her feel easy and intuitive. Highly recommended for anyone seeking a blend of expertise and personal touch in their financial advisor!

I have worked with Alison over the years on her website and branding, and more recently as a…read moreportrait photography subject. She is a pleasure to work with because she is patient and human, treating work as a relationship and not just a transaction. After including her in my Women in Finance portrait project and speaking with her more in depth about her work, it is clear to me that she really cares about her clients and their best interests-- exactly what is needed in a financial adviser.

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.

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.

Had a call with Ashley and found him to be extremely rude. He simply wasted my time and had no idea…read morewhat he was talking about. Found him to be very unprofessional and don't even think what business he is running, what kind of services he is offering and the kind of clients he is after.

I highly recommend Ashley from Arete Wealth Strategists…read more http://arete-ws.com/ HE IS HONEST AND CARES ABOUT YOUR INTEREST OVER HIS FEE What I like most about Ashley is his philosophy of prioritizing his client's interest over his. For example, I am aware that at times he has given advice to hold a portion of an investment in cash. In situations where there is a financial assessment that the market is over-valued and waiting for a an adjustment before making a strategic move, it could be very important to have some cash available to make the move. AND most financial advisers would NEVER make that suggestion because they do not earn any money on fund that you hold in cash. Most financial advisers would have you put ALL of your money in Anything so they could get a percentage / fee. HE HAS CREATIVE WELL THOUGHT OUT STRATEGIC INVESTMENT IDEAS Ask him about his strategic way of weeding out lower performing stocks in developing the the equivalent of a diversified fund representative of the market. Instead of trying to "pick winners" which is really impossible unless you have inside information, he has a creative strategy of weeding out low-performers in an overall market. HE IS GREAT AT TAKING A LOOK AT YOUR OVERALL FINANCIAL PICTURE After you go over your overall financial situation with him, some strategies that can save you a lot of money or minimize a lot of downside risk will be pointed out. He takes into consideration tons of factors, age, stage in life, family, health, underinsurance risk, and a whole plethora of things that maximize your financial health. And he'll be polite and tactful, but he'll not pull any punches in pointing out potential areas for change. I'm impressed with Ashley. And ask him for a consult and I'm sure that you will be too!

Professional, Knowledge, Personal. Sean's been fantastic…read more We work well together. He has a wealth of knowledge in the industry and knows the best way to explain things so that I understand. If there's ups and downs in the market, he knows how to keep me calm. If I need guidance with something more personal, for example, a new company I was considering working for, he brought valuable insight and helped me make an informed and thought through decision. Couldn't be happier.

Affinity Capital Advisors works hard to make sure our account is handled. Sean manages our account…read morewithout making me feel pressured or in the dark. He has a way of explaining everything and presenting all of our options, so we can make a confident decision. He helped make sense of our IRA's, and create a college account for our new baby. He is the best financial adviser I have ever had.

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!

I have been working with Tiffany for 4 years on my personal finances. I can tell you straight out,…read moreI would not be where I am right now without her! I am completely organized with an excel sheet that covers incoming/ outgoing expenditures so that I am set up for recurring items, as well as prepared for one-offs. My credit cards are paid off and I have a significant sum of money in my savings (something I hadn't been able to do before). I have separate accounts such as my "weekly allowance" for things like gas, groceries, movies, etc where I can track day to day where I stand; a Vacation fund, an Emergency account, etc. It's very convenient to meet on zoom on a periodic basis to keep things lined up and flowing smoothly. The relief of knowing where I stand financially on an ongoing basis is priceless! Not to mention that she is such an easy person to work with; smart and experienced beyond general personal financial management.

Where to start? I guess by saying that Tiffany "saved" me, well she saved me loads in credit card…read morefees and saved me from so much stress! My husband had died 2 years prior and I inherited his business and some of his debt, in the grief-fog I had been making the most of those dam credit cards. I was over $100k in debt, multiple credit cards some at 30% APY and my credit score was shot. I had held off going to a financial advisor for 2 reasons - 1. I thought I knew how to get out of debt - cut up credit cards and make payments - simple (wrong). and 2. It seemed weird to spend more money when you're already in debt. But I'm so glad I did! Tiffany and her knowledge and non-judgemental approach was worth every penny (and more tbh). Tiffany provided clarity and a kick up the butt to get my debts down. Not only focusing on what I can do now, but what I can also do in the future to prevent getting in debt again. Its been over 2 years since I first met Tiffany and I can say I am debt free, credit cards are at $0 balance and low APR and my credit score is crushing it! I plan to go back to Tiffany to work on my next stage of financial growth. Do it - you will be pleased that you did!

I've had the pleasure of working with Brandon for a few years now for my tax and financial needs…read more He is the definition of a professional--always quick to respond to questions and exceptionally fast during the filing process. It's rare to find someone who balances efficiency with such a high standard of care. I couldn't recommend him more highly!

Helped me with 2 years taxes during crunch time!! All at a reasonable price. I'm also hard to reach…read morevia phone and he was accommodating to communicate via text or email. Pleased with my return as well. Highly recommend!

Very knowledgeable and professional Terry took time to…read moreexplain my conserns I highly recomend him

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.