Smart, Informed, efficient and thorough. I'm 74 years old and this is the first time I actually…read moreenjoyed the process. No pain in time or cost. Thank you Michael! Margaret

Definitely recommend them for your personal or small business use. We have used them personally for…read morethe last two years & they are always quick & attentive. Enjoy doing business together.

Beware about paying your fees to H and R Block with a debit card. I took my taxes in and the…read morepreparation went smoothly when I went to pay I put my debit card into their tiny card reader and the cashier said I had to put my card in again because of a glitch two days later when looking at my Chase card app I realized they charged me twice when I contacted their office the lady was not helpful at all and became argumentative I had to take it up with their home office in Kansa City and waited a month for this to be resolved by my bank not H R Block if I can't trust them with a simple payment transaction why would I ever take my taxes there again

Alright so I rarely review places unless I have strong feelings (and I usually only review food )…read morebut I think it's important to talk about my experience at this H&R Block location. Three years ago I was attempting to file my taxes via turbotax. My husband and I had recently gotten married and we also had a ton of random forms. TurboTax said we owed over $2000. I was almost in tears because I knew we couldn't afford that. I went into H&R on a whim. I was desperate. I was introduced to George, and he seamlessly handled all of my paperwork and ensured my husband and I got a refund. Now, I work in education and I was feeling discouraged that day... about the state of my job, student loans, etc. George reassured me it would get better. He said he looked forward to seeing me in 2018 and hearing about the progress my husband and I would make. Of course, I returned last year. He helped once again! Looking at all of the numbers was daunting (i.e. student loan interest) and I was thinking aloud about my debt worries. He turned away from his computer and showed me some numbers and said, "you guys are still better off than you were last year. One step at a time." It doesn't sound like much, but he was so reassuring. I made an appointment with him for tomorrow, and honestly, I've been looking forward to this for weeks. I mean, who gets excited about seeing a CPA?! I do. George is a rarity; he's great with numbers and he's also great with people. Money can make us feel vulnerable. If you need help with your taxes or finances, I highly recommend seeing George.

Leslie has been my go-to insurance provider for all my investment properties in the Nashville…read morearea. She is very easy to communicate with, always picks up the phone and responses to emails promptly. After providing a policy for my first investment, getting quotes on all new properties is like clockwork. She knows exactly what I'm looking for in the policy and the process is seamless. I look forward to contacting Leslie for all insurance needs going forward.

Leslie is a dream to work with. She understands the requirements and turns information very…read morequickly. I would recommend her to anyone looking for insurance.

Stifel Nicolaus has been my long-time brokerage firm and I have always been pleased. I deal with…read moreWill Johnson and Jeanine Gregory. Will is always easy to contact, but if he's gone on vacation, Jeanine is great, too. I also use Stifel as a bank and have a credit card with them. I have had no problems and recommend them if you are looking for a traditional brokerage firm.

Dr. Friday was helpful and prompt in assisting with my IRS Form 706 Gift and Generation Skipping…read moreTax return. Turbotax did not offer this help. I was intimidated by the complex form and 52 pages of instructions. As a retiree, age 77, I am grateful for Dr. Friday's work.

Dr. Friday was kind enough to schedule me last minute when I realized I needed more help than turbo…read moretax provided. She was thorough, quick & even completed some additional online applications to help complete my business needs. Dr. Friday even offered to help my dear friend, 96yo WW2 veteran, look over his taxes for any errors free of charge. Will definitely be a regular client.

Okay, I am a little biased, but the team here is outstanding on personal and professional levels…read more They will work their tails off to help you, and will back you up. Stable and fun on the advisor and bank side. If you go into the actual bank, Matt Sexton is the best banker you will ever have- honest and sincere. I hear the manager there used to be rockin' but now she is in grad school and making bank at another bank. ;)

Absolutely outstanding service! Kenzie has been reliable, responsive, and incredibly easy to work…read morewith. Every time I've had a question or needed support, she handled it quickly and professionally.

Kenzi and her staff were very kind and helpful when we were looking for insurance. She is also my…read morepersonal agent. She provides a nice welcome kit to new clients.

Terrible customer service. Terrible communication. I bought a dishwasher from home depot on April…read more12th. They sent a plumber out who ended up cracking my pipe and cause severe water damage to my cabinets. Well that plumber was insured from shelter insurance. It has been nothing but run around after run around. They are trying to undercut the work to be done. They sent one of their adjusters put and he quoted 4500 to fix everything. I have talked with MULTIPLE contractors and have been told that it would take 4000$ just to dry everything out. That doesn't include replacing everything. All in all I have done nothing and between home depot and shelter insurance this has been one of the worst things I have ever had to deal with. Do not trust they talk nice to your face and then throw you under the bus. I simply want my cabinets fixed correctly and shelter insurance simply doesn't care. Horrible customer service. If I could rate 0 stars I would.

Jay and his team are hands down the best insurance agency around. Their customer service is top…read morenotch. Their attention to detail and prompt response to everything is unsurpassable. We have two homes with Jay, all of our vehicles, and even our UTV. I currently work in the finance industry and I speak with insurance agents almost daily. I can assure you Jay's service and level of knowledge is much appreciated! If you are looking for insurance...look no further than Jay Norman!