MY EXPERIENCE WITH RICK DONNER…read more I have owned stock in 2 related subchapter-S companies for several years. In 2009, the parent company, also an S-corp, took back my stock in these 2 subsidiaries, and instead gave me stock in the parent. So I had 3 K-1s to deal with, and as usual the K-1s didn't arrive until April 8th and 12th. I had waited a week for an appointment with a CPA, then sat down for about 30 minutes and explained the situation. Suddenly, the accountant stood up and said they weren't able to help me. It was too complicated, they had too much to do. I was shocked . One week to tax day and I had nowhere to go. I had tried TurboTax, but no way could it deal with this K-1 swap. I couldn't return to last year's accountant. He had said my return was a lot of work, and had charged me big money. And last year's had been much easier than this. I couldn't believe this. I'm from Chicago, and I have known smart accountants in the past who could certainly deal with this. But after 4 years in Fort Myers, I didn't know where to turn. Then I met Rick Donner, and the situation changed completely. As I talked to him, he immediately started creating my return on his computer. I explained the stock swap and showed him the documents, and he quickly figured out what was going on. Then he sat and thought for a while, and I shut up. Finally he said 'Ok, here's what we're going to do'. And he proceeded to explain the strategy for dealing with the swap. Furthermore, the return was essentially done - he had been typing everything in while we were talking. All we needed was the last K-1, and that was it. I was blown away. It had seemed like such a big problem an hour ago, and now it was magically solved. What had been a really bad day had suddenly turned great. Such a relief to find someone who could handle this with no nonsense. And, he didn't try to make a big case out of it and charge me an arm and a leg. Rick is forthright, smart, and a straight dealer. I would recommend him heartily. Dave S.

I was feeling good, but still somewhat uncertain about my financial future. Am I on track? Am I…read moresaving enough? Can I buy that new car? Soren helped me get a grip on my finances and really understand the big picture and what I need to feel secure. I appreciated that he took the time to learn what's important to me. We put together a great plan--and it's already paying returns. I feel good about the future and appreciate Soren's expertise.

Helped our family with consulting for growth planning for college. Very trustworthy and personable…read more Would highly recommend.

Corey and his professional, always helpful staff have been at my side for 10+ years , financially…read moreassisting me as I transitioned from marriage to widowhood. And they were with me as made my way through the covid years and then faced the devastation of Hurricane Ian, Helene and Milton. They are my financial advisors as well as my friends. I happily give them 10 GOLD STARS!

Tom and Corey are not only great friends to me and my family, they are extremely knowledgable…read morefinancial planners. They run a great business here in Southwest Florida, providing 5-star service to every client. They have contributed a number of articles to our newspaper, sharing their wealth of knowledge with our customers at McCallion & McCallion Realty. We are very thankful for their business partnership and wish Uhler and Vertich Financial Planners many years of continued success!

I recently attended a luncheon with Rezny Wealth, and as new clients, we couldn't have been more…read moreimpressed. We left feeling confident, secure, and reassured about our financial future. It's a great feeling knowing we're in such capable hands.

Wonderful help with my retirement finances. I love the staff. They are always attentive and…read moretrustworthy.

Great company! Meghan M. is top notch and amazing to work with! She is honest and very…read moreprofessional. She is full of knowledge and very easy to work with.

I can't say enough great things about these guys. As a business owner, I've used several…read moreaccountants in the past, but the people at Northrop Financial are easily the best. Their personal touch and attention to detail makes them excel. If I could give ten stars, I would!