Jenifer is amazing! I've met with her twice (over the phone due to Covid) to get a financial…read morestrategy set up to best prepare future. She is timely, empathetic, relatable, and most importantly, knowledgeable. I'm excited to get my retirement plans in order and be on a good path thanks to Jenifer's help!

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.

I have been a client of this office for a little more than seven years. Longer than I have been a…read moreYelper. In the beginning of my experience with Dario he was very engaged with helping me reach my financial goals. We would meet quarterly or more to discuss and evaluate my finances and then reassess my goals to see what to do next. I started working with this office with only $1000. I am very glad I started and do not regret it at all. However, for the last two years, my adviser has seemed to have grown and become very successful. Which is great, but I have lost substantial time to work with him besides a 3 minute phone conversation where he is attempting to appease me with BS. He told me that now new clients need a minimum of $500k to have him help with his finances. I'm not sure if he was kidding but I do know that he was so busy he took on a partner and moved my accounts to him. WITHOUT asking me how I felt about it. In addition. I do like his new partner but I am uncomfortable working with him because every thing he has assisted me with has been a nightmare. Anyways, I am moving to another adviser at a different institution. Somewhere that will keep me growing and not just put my business with them on the back burner. If you want to help, help, see it through. Consulting is an ongoing process.... not just till you find clients with more money

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.

I have been going here for years and they are always on top of things. Prompt service and highly…read morerecommend.

Edit: I've had Mr. Thomas Proffitt do my taxes for the last 2 years, and both times he has done a…read moregreat job, including fixing up a mistake that my previous accountant messed up on! Although we had a slight misunderstanding earlier, Mr. Proffitt was remained very professional throughout the interaction and we came to an amicable solution. I would recommend this firm based on their professionalism, ease-of-use, and willingness to work with you.

This is a scam, they charge more legal fees, monthly fees, service fees and settlement fees, you…read morewould pay more than the actual amount you own fully at the end of the period. They trap you using the settlement as bait so that you can never opt out when you realize what they are doing. You can reach the same settlements by your own by talking to creditors and you will save thousands of dollars in fees. They will drag it out as long as they possibly can to steal your money. Don't fall for it, i wish I didn't. The 5 star reviews are also fake, posted by them.

Avoid this company at all costs. I've been trying to cancel my account for the past two weeks, and…read moreall I've gotten is the runaround. They keep asking for information about my bankruptcy lawyer, which is completely personal and none of their business--especially after I've already made the decision to terminate my account. They have no authority or say over what I choose to do after ending services with them. One agent in particular, Asa, has been especially unprofessional. While other agents were easier to deal with, he continuously made unnecessary comments, insisting that my legal information is "public record" and that he could look it up himself. If he has that kind of time, that's on him--but it felt invasive and completely out of line. This company lacks follow-through, respect for client privacy, and basic customer service. I wouldn't recommend DebtRx to anyone.

It is rare when you can find an accounting firm that not only provides outstanding services but…read moretakes the time and effort to go beyond what is needed. These ladies are exceptional in their commitment to making sure that my personal and business are taken care of when others have failed. I strongly recommend them for any accounting and tax purposes.

Scheduled an initial consult and was left waiting on Teams for 15 minutes. No email, no follow up.read more