The Kelly Group has been our most trusted partner in our financial planning. Not long after I…read morestarted my teaching career I moved my initial retirement planning to Kelly Group. The financial advisors that we have worked with have been realistic and supportive as our lives have changed. They had kept us informed regarding market conditions and advised us on a wide variety of financial decisions (long-term care insurance, estate planning and college planning for our children). When it came time for our adult children to begin this process we steered them right to these trusted advisors. The icing on the cake is - they answer the phone! There is not a series of prompts, you get a real live person responding to your needs when you call.

By far one of the best experiences I have had. The staff is amazing extremely friendly. Bryan was…read moreso helpful and knowledgeable. They were able to help me with everything in planning my finances. Definitely recommend them.

I have been using Picket Fence for many years. They are just wonderful. Kind, professional,…read morethorough, expert and since I moved to Florida, they do online returns! Very reasonable rates. Merry Christmas! M. Alvarado

As they said, "take the stress out of taxes. " It is very relax place, they offer free coffee and…read morepastries while you are waiting your taxes done. Tax preparer are friendly and experienced. They answered all my questions. This is my second year here. They have the best tax preparation service in Bel Air. Thanks.!

Due to a medical emergency they pulled a retired former owner into my companies meeting who then…read moreproceeded to not only make inappropriate misogynistic jokes but also gave us untruths resulting in me now having to pay a much larger bill then we were told. I would get a new insurance broker or at the very least insist they leave the retired man at his house.

From the owner: Donohue-Hart-Thomson Financial Group wants to help you achieve your dreams, but we also understand…read moreyou have basic needs that must first be addressed. By taking those needs into consideration first, we build and implement an effective strategy that not only accounts for life's necessities - but also your goals.

Melissa was kind and responsive however she did not seem familiar with the e-money tool we were to…read moreupload all information into. in my 1st meeting with them to discuss what I wanted to get Shawn was contentious. He did not have his video feed on the call, he was quick to say that what I wanted was not possible, he stated that accounts I am on as the power of attorney could count as mine, everything was contentious. I felt belittled and bullied. They dropped us as clients the next day in violation of their contract. Essentially the entire retainer got us nothing. I would not trust Shawn to mediate.

Yesterday I signed my divorce agreement. I am so grateful to my divorce lawyer for referring…read moreMelissa to me. I am a bright, well educated, 53 year old woman. I was married for almost 28 years and took care of EVERYTHING except our financial investments. Melissa was able to take all my "mess" and explain it to me in very simple terms. More importantly, they use some software that allowed me to visualize what was laid out in front of me. Was this scary? YA!! She gently lead me to seeing things as they are and not what I want them to be. I am now starting my new life, one better than I could have ever imagined. With Melissa's help, I know now all of my dreams can be realized!!!!

I have filed so many complaints today, figured I would go here too. Invested w John Fisher over…read moresix years ago. I retired from JHH after 41 years. I handed over my 401K to him only to lose $102,000. Initially he stated I had done my due diligence in saving and I would not have to take risks in the stock market. That is exactly what I wanted. But the past year both my husband and I have repeatedly told him we want out of stock market. We even came in person to tell him. But he stated economy was robust, consumer spending high, low unemployment, NO chance of a recession. He said we should WAIT (again) until we recouped some of our money and then we could scale back. Thinking he knew more than us since he was a financial advisor we relented AGAIN. Over the past year I have watched going from 50 to 70 to 90 to $102,000 loss. Finally, I called the 1-800 # to sell my stocks myself and they came back on the phone w John Fisher. Any other time I would have to make an appointment to speak to him. I stated I did not want to speak to him since he never did anything I asked him to do and if he had I would have not lost all this money. On top of that we found out his charge of 2% commission fees were higher than what Edward Jones charges 1-1.5%. He stated he was worth even more. Just trying to help others not make the same mistake.

From the owner: Making Sense of Investing…read more 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.