After multiple calls to David Hudson, and not getting a return phone call I have moved on to Edward…read moreJones. Very unprofessional to state you will email the docs needed and never did. Called once a week for 3 weeks trying to get a response or understand why the docs hadn't been sent. Spoke to the secretary one time and she assured me she would check into it and get back with me. That never happened. He came highly recommended as a Christian financial advisor...I'm not so sure about that.

We have had several years experience with working with David and his staff. He has made several…read morecrucial mistakes in our books that we have had to take upon ourselves to fix. He often does not return emails and phone calls. If he does not want to address a crucial issue, he does not return call. He has breeched personal confidentiality financial information. He has had someone hack into his files in his business which all of our personal information including social security numbers, addressess, personal worth and property management was released into the WWW. When David makes crucial errors, he denies it and turns it upon the client. In our company meetings he speaks badly about others and has often spoken in a sexist way about a particular employee. While David places on his credentials "Christian based advisor". Over the last 5 years what we have seen from him is a very biased, judgemental and has a dictatorship of "your" money. David makes decisions with our money and acts without approval. Truth. I think an audit is in order. I would suggest if you are looking for a long term CPA, keep looking, don't use David Hudson. Find a more Christian man.

I always get good professional treatment from Schwab. They are always courteous & polite &…read moreknowledgeable

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

My girlfriend and I worked on student loans with Chase from Wrenne Financial Planning and found the…read moreexperience extremely helpful and professional. Several parts of the process worked well: 1. Expert Knowledge - Student loans are complex. It takes years to understand the nuances of the different government programs for repayment. Chase brought a large amount of experience and knowledge about the space that was specifically relevant to our situation. 2. Thoughtful Guidance - A large amount of financial planning is specific to the individual / couple. Questions around marriage, income, career longevity, expense habits can have a large impact on what action you take. Chase was particularly helpful at providing us with options for how we may proceed. 3. Flexibility & Ease Of Work - Chase was highly flexible and really fun to work with. He never hesitated to take the time to work with us and explain concepts we didn't understand. I would recommend Chase and Wrenne Financial Planning for anyone thinking of tackling study loan debt.

I amend my previous negative review. They have corrected what made me write a negative review. I…read moreapologize to this company for my previous negative review. They are good now.

We were very impressed with Josh and he helped us to know the right questions to ask about…read morefinancial planning. He and his team are very professional and knowledgeable.

They have handled our taxes for over 30 years. Louis Fister is the best.Honest, thorough and always…read moreprofessional. Prices are reasonable. They are always available and helpful. We are very happy and thankful for their help.

They don't return phone calls, I've been waiting 5 days...no reply. Apparently communication and…read morecourtesy is not important to these people.