My experience with Landing Point Financial has been absolutely atrocious. They merged with my…read moreformer accounting firm of almost 20 years and since that time have made multiple mistakes. Today, with just over two weeks before filing, they inform me that they're too busy to handle my personal and business tax returns.

My 89 year old mother has been with Landing Point for a couple of decades. I have always (from a…read moredistance as my Mom was her own person!) felt they have done a good job investing and assisting her finances. Recently, though, my Mom has asked her daughters (myself included) to have a more active and assistive part in her finances. Landing Point and especially Susan Vasu have been extremely kind and respectful. And very, very patient! We have asked them to change things several times now as my Mom and my sisters and I explore how best to coordinate things. They are wonderful!

My husband and I are very happy to have Clint as our financial planner and tax preparer. My sister…read moreoriginally recommended him to us over 8 years ago, and we have been very pleased with the recommendations and financial investments in our retirement portfolio. Our tax situation has been complicated in the past, and I always stress before getting out taxes done. It has always been a better outcome than expected. Clint has a great staff, very efficient, friendly and helpful. His brother Doug (helping us now also) is very knowledgeable about investing in etf's with green energy, and investments that practice sustainability, as we add money in these sectors. Over the years, the track record or our investments speak for themselves. Last but not least, Clint is a great guy. We have depended on him, with challenges in the past with quick and efficent solutions. Thank you Clint and staff.

I would rate this NO stars if this was even an option. Clint Gault has made numerous mistakes on my…read morepersonal taxes that I have had to pay the IRS out of my pocket 2 years later. Not only did the IRS come back to me once on mistakes he made in 2012 and 2013, they came back again after he "corrected" the mistake and want even more money from my famliy. BEWARE this place for taxes.

My husband and I have been going here for years. They always put our taxes in a few different ways…read moreto get us the biggest refund. They don't charge too much to get them done either. Highly recommend.

From the owner: Individual and Business Income Tax Preparation and Financial Planningread more

Great people great service. They seem to care about their customers and go the extra mile to help…read morethem. I am confident that I have them in my corner!

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

For more than 15 years, we have relied on Jeff as our top-notch financial consultant. His expert…read moreguidance and impressive track record have consistently delivered excellent returns on our investments. Jeff's unwavering dedication to his craft is evident in the personalized attention and care he provides, always prioritizing our financial well-being. His professionalism and loyalty truly set him apart as a standout in his field. We are truly grateful for his exceptional work ethic!

Our experience with Skylight Financial Group has been exceptional ~~ beyond exceptional! Jeff has…read moregiven us a wealth of information and guidance as we set ourselves up for our future and retirement. The whole process has been a wonderful experience and now we feel as though we're finally on track to explore more in our future while being able to maintain our lifestyle. I would recommend this group to everyone! Thank you so much!

I like how my children's doctor and my doctor are in the same building and floor. It makes it…read moreconvenient. Their little pond on the property is cute too. My kids enjoy seeing the ducks when we come for our appointments.

From the owner: Cleveland Clinic is one of the largest and most respected hospitals in the country. Our mission is…read moreto provide better care of the sick, investigation into their problems, and further education of those who serve. Learn more about our leadership, vision, values and model of healthcare. Every life deserves world class care. Call or visit our website for appointment information.

BEWARE! This…read morecompany is the worst of the worst! My mother-in-law had two retirement funds set aside for her children (beneficiaries) before she passed away. They sent my husband's inheritance claim form to some random person in a different state. We never received any correspondence from them. It took multiple very frustrating phone calls to them to discuss any of this. They only have basic level customer "service " answering the phones. No employees are assigned to your account-- you have to start over with a different person every time. They give you phone extension numbers that don't exist. They won't let you speak to a manager. They said they couldn't find any accounts. Then they said they mailed claim forms to a random person in another state. Then they said the account was empty even though other family beneficiaries were paid years ago. They won't say who got paid. They won't say how much was in the original account. After 11 years, Fidelity STILL has not resolved this matter. Today they said they would no longer discuss the matter. Please beware of this company. Go read the multiple negative reviews on Consumer Affairs and many other sites. PLEASE don't put your children through this hellish experience.

Mixed bag! The on-line tools are great. Phone support are…read moregreat. However, the support at the local branch are inconsistent. Depends on the Accounts Rep / Advisor your are working with. Have been with this institution since 2012 when the company I retired from moved the retirement fund management to Fidelity Investment. Have had EXCELLENT rapport/relationship with the first rep I'm working with, however, less than a year, the rep was transferred to another branch. Another rep/ advisor who took over was aloof and incompetent. In less than 3 months, that rep was no loner with the company. Have had at least three different good reps, unfortunately, those were either transferred to another branch or left the company. While the revolving door of countless reps makes it difficult to establish continuity, not given a heads-up of the changes is frustrating. Perhaps I am asking too much for wanting to be notified and introduced to the rep/advisor who will take over. Perhaps the worst is the failure to return phone calls and emails. At the risk of being labeled chauvinist, it seems that female reps are very sensitive to the point that objectivity are compromise. The last two female reps/advisor failed to keep their promise of the agreed upon action.