Val and the AAA Tax staff are the best service I have used. Very prompt and professional…read more David Garretson

The other review on here surprises me. We've been going to AAA for taxes for years and everyone is…read morefriendly and helpful. We are always full of questions about changes with the tax code and write offs, etc and we always get the answers we need with no issues. I highly recommend AAA for tax preparation services. They are very busy during tax time of year so make your appointment ASAP. We've not had an issue getting on the schedule though because they take appointments late into the evening. COVID TIP - This year we dropped off our tax forms, they prepared them, then called us to answer our questions.

Did not enjoy my time at EA Thought they were limited in the…read moreservices offered And had no answers to problems posed

Let's face it, talking about money isn't the most fun. That is unless you just won the lottery and…read moreare trying to figure out what to do with it all. Well, whether you just won the lottery or you are just a normal guy like me, this place has been so great to work with. I started working with them right before the birth of my son to make sure I had my money in order to set him up right from the start. Not only have they helped me do that, but my advisor Danielle, has also helped get my and my wife's finances in order so we are all set up for success. What I love about this company is that there is no pressure from the advisors. They essentially make sure that I am in good shape and don't push to do more or get into anything without explaining all of the pros and cons. Right now, I am very happy with my experience with Equitable.

Hoey group has been helping me for many years (at least 9 years now). I'm happy to have them as a…read morepart of my insurance journey.

After using Hoey for many years, and after getting only one other quote from a reliable agent and…read moreinsurance company, I now discover I am paying around 1/3 more for what looks like very minimum coverage. If I had a claim I would have been screwed. The owner is rarely there. Follow up was terrible in recent years. My advice is to shop around and look at your coverage to see if it has changed every year. Very unhappy with Hoey!

I reached out to Marc D. for estate tax form help and he was very helpful, professional and…read moreresponded to my emails. I recommend!

Dan and Dennis helped me with my finances. They put my CD into an annuity. Much higher rate than…read moremy CD was getting! They also put my 403B into a higher yielder plan. They always kept me in loop via zoom meetings!!!

My husband and I held our life insurance policies with Vision Financial Group for many years when…read moreour Vision rep recommended to us that we REPLACE our Mass Mutual policies with Principal policies instead. We took his advice, completed all the paperwork, and had the monthly premium automatically deducted from our bank account. Unbeknownst to us, we continued to be charged for the old Mass Mutual policies after the Principal policy charges were instituted by Vision. Then our Vision rep passed away. We contacted Vision management to request that our duplicate-policy charges be refunded, as we had canceled the Mass Mutual accounts and should not have been charged. Sam Terrazzino at Vision explained to me that this is not an unusual error, and our rep would have needed to take a second step of contacting the old policy company even after termination paperwork was submitted, which did not happen in our case. Nevertheless, Vision refuses to refund the payments for the policy we canceled. Vision is unwilling to make this right. Avoid this company.

Worked at a small business that used Sheridan Paysource as there payroll and benifits provider…read more They are excelletnt in keeping tax filings filed and employees paid. They were very perosnalable and professional with any questions I had. Always recieved answers in a timely manner.

Jodi m. mrzygut told me " it would be cheaper to go online and find a policy myself ... because if…read moree j grabau agency found a policy for me it would be more expensive because the insurance agency would have to pay us "e j grab agency " if that's the case ... what is the point of the occupation of being an insurance agent? just so customers have to pay more???

Don is super personable, provides one on one service, he is always on top of answering any…read morequestions you may have. He has also saved me a substantial amount of money after switching from Travelers insurance. Not only did I save about $800 on two auto policies I also ended up with better coverage than my previous insurance plan. Great customer service and he seems appreciative to have your business! I would recommend this insurace agency to anyone.