We have worked with Jon on many home related loans. He has helped us purchase a couple of new…read morehomes and refinance existing loans by notifying us of rate decreases. He has always been extremely professional and I know that he is working on our behalf; a true advocate. Not only do we have a great working relationship with Jon, but he has truly become a friend. We don't feel like just business to him. He cares about us personally. I would highly recommend doing business with Jon. He is the best!

Brandon has been an amazing agent! He has defiantly gone above and beyond. I had a Spanish…read morespeaking customer that I was struggling with understanding. Brandon came in person to our office and helped talk with our customer. When I was needing to insure more than one business I had several questions. I asked Brandon to run multiple scenarios in order to determine how best to structure our companies. This involved having more than one insurance company and different accounts. Brandon has taken the time more than once to come sit down with us... even taking his entire day to make sure we were getting the best price but also make sure we were covered properly for our needs. The best thing I can say about Brandon is that He will think outside the box and offer solutions to have the best value in coverage and also address any coverage concerns. Also, any time I have asked for certificates he has gone out of his way to quickly get them to me as well as the companies that need the certificates. Brandon has also taken the time after hours to work extra hard to make sure our needs were taken care of! - Anna Jewel's Towing

Brandon with Burglund Insurance is phenomenal. Very knowledgable, and very easy to talk to! Highly…read morerecommended!

I've worked with David for 5 years now. He is accurate and has helped me understand my taxes. When…read morewe first began I had unfilled taxes for years and he helped me take care of all those years, filing and payments. I met him through my employer and he managed their accounting conscientiously, he worked with me doing accounts payable, receivables and payroll. He made my job easier. It has been a pleasurable and successful experience both professionally and personally. I am honored to recommend him.

My experience with CFG was amazing. Alan and his team; Colleen, Carrie and Desiree were phenomenal…read more I couldn't have expected a better result. I had a very complex financial portfolio and it was no match for Alan and his team to tackle. I had consulted with another major lender and they were encouraging me to wait till 2023 and I didn't have that kind of time. Alan was referred to me and I am so greatly for it and that I took the leap of faith. Alan was very confident from our first conversation on what I could expect and the ability to work with my time line. Alan is a financial wizard!! He's extremely professional and timely. He knew exactly what it took to close on my home purchase and with ease! I was informed at every step of the process where my loan was. Buying can be a pretty stressful undertaking and with CFG they made me feel like it was one less thing I needed to worry about. I closed and due to some unforeseen changes I was even able to close a little early. He and his team went above and beyond to make it happen and I am so grateful! What a great Christmas present!! Alan is your guy if your looking for a dedicated, highly educated, creative and smart broker. Even though this is crazy to say he was even sick and at home working on my loan! Talk about legendary customer service! Not only did Alan and his team walk me through each step of the way they were extremely educational along the way and provided tips for future purchases, which I plan to broker Alan and his team 100%.

Alan and the team at CFG are exceptional. They thoroughly understand every step of the process and…read morecan effectively execute each step quickly. They always prioritize finding options that provide the best value for my goals. Additionally, they are highly responsive and deliver white glove service. I have financed three loans with Alan; he has even referred me to other groups when it made more sense for my needs. He followed up with me on a loan I had outside of CFG, and provided me with a better explanation of everything than the group I signed with. This level of service is rare and invaluable, especially when the process can be stressful. Thanks, Alan and CFG!

Mr Shedden was speedy, concise, adaptable and extremely knowledgeable about both state and federal…read moreincome tax. Without going into too much detail, I was needing more than just a typical tax return prepared for an individual filing. Everything went off without a hitch and requiring minimal effort on my part. I would definitely recommend Mr. Shedden as a personal CPA and I'll be using him for the foreseeable future.

I wish I could've got her name but she didn't even attempt giving me the time of day. My brother…read morehas been doing his taxes with this company for years and he recommended to work with Ryan. I was super excited, this is my first year officially filing. I had spoke with one of the secretaries and they let me know they weren't having anymore face to face appointments and to drop off my documents. Today I came in to drop off my documents and I didn't have the best experience. I had already been sitting for about 10-15 minutes in the waiting room before a man came in & was helped immediately and what sounded like a face to face appointment. After sitting for another 5 minutes I finally approached the secretary office thinking maybe they didn't know I was there. I pushed all my social anxiety out of the way and approached the office like my brother recommended only to be looked at like I interrupted a family dinner and was bothering with my presence. The chubbier older lady on the left proceeds to look at me and tells me to go sit back down and someone will be with me. I was only dropping off documents, she wasn't doing anything. How much work could it have taken her? I work in a finance company, when someone comes in to sign their loans. If the person who isn't there to finalize the loan at the time of the appointment or walk in, we don't leave the customer waiting we take the information they brought in, take copies..etc. I understand if it takes them more time and effort to get up and greet/attend people but if that is the case maybe the front desk should be opened for them or they should have a system set up on how to know when a customer has ALREADY been waiting because obviously the little ring bell on the door isn't cutting it. This will fly over a lot of people's heads but it's 2024 we should learn how to have BASIC customer service and kindness looking as there is enough hate in the world already. This is a reminder to myself and them because I didn't look the best either but that first impressions are everything and if that's the first welcome I got I promise I won't be back again.

This is my second year with Tax Plus and I'm thrilled with their service. I interviewed 6…read moreaccountants before I went with then for my franchise business and putting my business with Tax Plus was a no-brainer and a great decision. Ryan and Victor are very knowledgeable and willingly share their knowledge with regular meetings to review financials and tax strategies. I'm very happy and wholeheartedly recommend them to my friends.

We refinanced our house in 2020 with Loans By Rick. Everything went well. The terms were good, the…read moreinterest rate was good, we financed the fees, and because of the pandemic the notary came to our house with the documents so we didn't have to go to a title company office. This was our third refinance experience and hopefully our last. I gave 4 stars instead of five for a couple of tiny reasons. 1. If you're someone who can end up taking to someone forever about random things, watch out because Rick Kirchenbaum is, too. We spent way too much time chatting on the phone instead of actually discussing the terms of the offer. If you like the bonding from chit chat, Rick is probably your guy. But I spent 2 hours the first day taking to him about how he used to own a shoe store in Sandy and might have sold shoes to my husband when hubby was in high school. Just... how did that happen?!? 2. There were several issues with getting our documentation of pay stubs and tax forms and loan statements to his office. Mostly file format issues. It was annoying to have to take a picture of something ~again~ and email it ~again~ because it was either too big or too blurry when his office put it in the portal for the underwriters. Might not be an issue now when people can meet in person again, but it was annoying and made things take a week longer than necessary. 3. He wasn't clear about how big the lender fees would be or whether they'd be coming in the form of a check from us or rolled into the loan until we got the final paperwork. I was surprised the fees were bigger on the final paperwork than on the estimate. And I thought we would have to pay that at closing. I didn't back out and go with someone else because at that point I was many hours deep in phone calls and emails and digital portal clicks and sign heres and I honestly just wanted to be done. And then we didn't have to pay anything at actual closing after I'd been worried about it for a week. So nice surprise, but a little more clarity during the process -- especially because I asked about those two things specifically -- would have been appreciated. So yeah. Solid 4 stars. The mobile notary instead of having to drive somewhere in Salt Lake to a title company office was seriously the best thing. Overall I'd use him again if we hadn't paid off literally all our consumer debt in that refi and should never ever need to do a refi again. Ever.

We've worked more than once with Loans By Rick and specifically Rick directly. he is always great…read moreto work with and willing to take the time needed when questions come up. I would always look to Rick first when in need of mortgage options. Even when the loan is not the type he does Rick is always willing to help as much as he can.

Most honest businessman, financial advisor and insurance salesman in Utah! You'd be lucky to give…read morehim your business.