I contacted Brian through Yelp a couple weeks ago and made it VERY clear from the beginning I was…read morelooking for a quote for tax filing/preparation only for this year. My initial message: "Hi Brian, I am just looking for a quote for 2023 tax filing, not to actually start it yet. We will be needing help on a couple of tax situations this year." His exact response: "Understood. I will provide a quote for 2023 during our call. I just sent the questionnaire." He then emailed me the questionnaire; I put I was interested in "Individual taxes" and sent it back to him, I NEVER put I was interested in Investment management or any other kind of financial services. So he knew this whole time I only wanted tax preparation. He still proceeded to call me today and asked a few questions related to our tax situation. Then at the end of the call he asked if I was looking for someone to manage our investments, I said not at this point...we are only looking for tax preparation now. His tone completely changed and he abruptly told me in a condescending manner we are not a good fit because they are saturated with tax preparation clients and he's looking for clients who want investment management. I was pretty shocked at the change in his tone and his annoyance once I told him I didn't need someone to manage our investments. Again, I made it VERY clear from the start I was looking for tax preparation services only from my initial message AND the questionnaire he had me fill out. I honestly don't know why he still called and was rude when he knew he couldn't take on any more clients who only wanted tax filing.

I hired Brian a few years ago when when I neede to navigate the complexities of selling our company…read moreand managing stock investments in the new parent company. Since then, Brian and his team have been preparing my tax returns each year and providing ohter financial consulting as needed. He also helped me establish a family trust and is helping my wife establish an intestment portfolio. Brian is extremely proficient and knowledgeable, and his team is super helpful and responsive. I sleep well at night knowing we have Brian and his team in our corner.

Excellent experience working with PWR. Linda helped me and my wife come up with a short-term action…read moreplan and longer-term financial strategy, and we are very happy overall. Linda was patient with our questions, easy to work with, and extremely knowledgeable in all the right areas. We feel like we have a much better grasp of our finances, and are confident in our ability to build wealth and navigate toward our retirement goals. I highly recommend working with Linda and PWR.

Linda has provided financial planning services for us for about 3 years now and we are very…read moreimpressed with her professionalism and knowledge.  We selected Planning Within Reach due to the fact they are a fee-only financial planner.  Basically, this means you pay for services provided for the time they spend on your plan and not a percentage of your assets.  The service provides inclusive planning for everything from asset allocation, verification of insurance coverage, savings plans, and cash flow with your personal financial goals in mind. At the initial meeting, we discussed our financial goals and subsequently provided requested information for the plan.  Once the plan was prepared we had another meeting to review the plan including action items for us to perform.  This included things like rebalancing 401(k) and other investments in addition to other action items to complete.  We do annual checkup planning meeting with Planning Within Reach and find the discipline very helpful to stay on track with financial goals. If you are starting out or a few years from retirement, this service is worth every dollar.  We have confidence and peace of mind having our plan in place and recommend it to anyone looking for financial planning services.

As an individual taxpayer, I would not use this service again. They are so busy with corporate…read moreclients, it takes 3 weeks to get an individual tax return. Some accountants are very knowledgeable, but we had multiple computer problems. I finally received a corrected copy of my state return printed out. Then on April 15th, when the state taxes showed up in my bank account, there was no sign of my federal taxes until April 16th. I was worried they weren't paid on time.

Superb service by knowledgeable staff. My family and I have transitioned all our financials to them.read more

Great service I love Next Gen. I will continue to use in regards to financial planning. Need more…read moreinformation, then call them and they will give you their all and more. Love it love it.

Working with Steven and the Next Gen Financial team is such a worthwhile investment. I found Steven…read moreyears back and was drawn to his approach to financial planning and his commitment to listening to me and creating a plan that fits my goals and my lifestyle. I liked that he intended to be a lifetime resource for me, as I was under 30 at the time, and I am not good with long term financial planning beyond just saving as much money as possible. Steven helps you strategize with your money and make decisions that are right for you and your situation. Having this relationship brings so much peace of mind and I can't recommend Next Gen strongly enough.

Seems to me that they get upset when you ask questions about your financial distribution. Seems to…read moreme like they changed the narrative to suit their needs and ended up switching to somebody else.

I trust Scott to invest my money in a wise way. He has always done so and I have seen good returns…read moreon my investments. He is an excellent communicator and listener. We discuss my goals and he tailors a financial plan to fit my needs. He is knowledgeable, professional, honest and trustworthy. I've been very pleased having Scott as my financial advisor. On a personal note, he is also friendly and caring.

I always get my taxes and consultations done here. I've worked with both Debra and Hunter. Both…read morehave always been very good to me and my family. Taxes were a breeze with Debra again! I had a fairly complicated FY2014. Tax time is never fun for me, and I appreciate all she does. Getting everything you need together can sometimes be a hassle, but not with the portfolio you put together this year, Debra. You made it super easy for me, and I appreciate that. Debra is knowledgeable and can answer your complicated tax scenarios easily. And if she doesn't know, she'll find out and steer you in the right direction. Thank you, Debra! You're a sweetie!

BEWARE - not a reliable CPA. Our taxes were not filed on time and we were not notified…read more She was great the first year we worked with her, but this year we learned our taxes would not be filed on time after calling them 4/15. Never received any updates or information, I had to call and follow up multiple times. Taxes were finally files 5/13 but never once did Debbie acknowledge the incident. We actually ended up receiving a $50 increase without any explanation. Extremely disappointed with her and her team, this is extremely sensitive services you are contracting and their complete disregard is appalling.

*****SCHWAB IS TERRIBLE**** they don't give you any warning…read morethat their 529 won't count toward Indiana529 credit. I wasted time running my daughter's funds through their 529 which is only compatible with Kansas colleges. They cost me $800 tax credit. When I confronted them they were unapologetic and blamed me. If your customer has an out of state zip code, then flag a warning . Schwab are A holes. I closed all of my accounts with them.

INCREDIBLY BAD SERVICE!!! The front desk girl was very rude and acted as we didn't exist. We wanted…read moreto see a financial advisor as a walk-in and she wouldn't even make us an appointment for another time because maybe they were too busy or the account wasn't large enough for them. She totally deterred us from ever wanting to do business with them.

I'd STAY AWAY! I am…read moregoing to second Kate's review below. I gave D'Angelo my business (both personally and business) back before D'Angelo when it was Michele Holt. D'Angelo bought the business from her. I was super satisfied with Nick Sr. and Jr. and enjoyed at least 5yrs. Then Blackline Partnes bought it late 2015 and Richard Lee took over. This happend right at tax time so it was hard to judge what the experience was going to be like. Broken promises. Calls not returned. Voice messages just flat out ignored. I've referred quite a few people and businesses here and it's the same with at least 2 others I know and have talked to. And as Kate stated in her review, it's like they don't care. Or maybe they're just completely under water and bit off more than they can chew. It's sad because I'm out of here for the 2016 tax year. I don't expect them to fight to keep my business but I expect "the basics" of customer service at the very least and it's just not even close. And I'm not willing to endure another tax season when there are far too many other options to chose from.

I love Nick D'angelo I had Nick SR, for 30 yrs or more. He is the best tax guy around I loved his…read morekids running it. But never did I have a problem till the new owner. Such a honest business.You felt part of his family. God bless you for all the caring and taxes. Never had one problem

Working with Steve Looser has brought more clarity into the world of financial planning. We met…read morelast week and he laid out a easy and clear 3 step financial plan that anyone can follow. He shared useful information in regards to saving for the present in case of emergencies, near future to create an immediate passive income stream and then the longterm future to anticipate marriage, kids and retirement. We've both agreed to read Tony Robbins' book Money Master the Game and meet periodically to discuss highlights and insights from the material to help us better understand financial planning from 50 experts. I look forward to continuing to work together with Steve to flow with the stream of prosperity and abundance through smart and profitable financial planning.

From the owner: Financial Planning, Wealth Creation, Wealth Preservation, Income Generation, Insurance, and…read moreInvestments

Often the first thing that comes to mind when looking for an advisor is managing investments. Bull…read moreOak does this of course--their philosophy is logical and evidence-based. But what set Ryan, Peter, and their team apart to us was that they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, just as examples. We appreciated that they accomplished this while also factoring in our goals and especially our values. We feel lucky to be with Bull Oak and highly recommend working with them.

As a retired engineering business owner, I have been impressed by their unique financial model,…read moreservices, and, most importantly, their ethics and values. I've been their client since the inception of Bulloak and I highly recommend them to sophisticated investors.