Wood Accounting & Advisory Services is an outstanding CPA firm! They helped save my business a ton…read moreof money. Lew is very patient, professional and trustworthy. I would recommend him to anyone needing accounting services.

From the owner: Wood Accounting & Advisory Services, LLC specializes in helping people resolve tax and accounting…read morechallenges. We are focused, professional, dedicated and operate with integrity to help our individual and business clients with their tax returns, accounting, bookkeeping, payroll, financial planning and more!

It has been so helpful to work with Kevin these past couple of months! When my husband and…read more I were initially searching for some support with our finances, we were looking for someone who could meet us at our level and explain financial topics in ways we could understand ( HSAs, Roth IRAs, Traditional IRAs, HYSAs, etc.) We were looking for someone who help us understand our current financial picture and whether we were saving enough to be able to retire at our desired age, be able to enjoy our current hobbies of traveling, and pay for medical expenses we will have. As a woman who got married later and came to my marriage with assets, I wanted to make sure I was making smart financial decisions with regards to my investments, savings, and spending habits as I know I will take home less money than my husband. We found that in Kevin and are so grateful for his knowledge and guidance. Kevin has helped me understand my financial portfolio and adjust my investment choices to match my financial goals. He has a unique approach to providing guidance with regards to finances which involves front loading the work together with weekly meetings the first month followed by check-ins and continued financial information through articles on various financial topics. We highly recommend working with Kevin if you are looking for solid guidance around your finances.

Kevin has been such an incredible asset in my life. I knew that I was not confident in how to…read morehandle money and the stressors of bills and student loans after graduating and starting my first full time job. I also didn't know if I was being too hasty in pursuing a financial advisor when I was just starting out; was the investment in a financial planner worth it considering I had little assets, a moderate paycheck, and student loan debt? Since I was rather anxious in not wanting to make mistakes that could impact the rest of my financial life, I decided to look into Kevin. His website drew me in with his focus on millennials and the unique financial challenges we face. He seemed real and truthful which is what I was looking for above all else. Someone to give me real, concrete advice, and not take advantage of me considering my limited understanding in "adult" finances. After my first free consultation I knew I was in good hands and that his website accurately reflected his values. Although it was a financial investment to get a financial planner, Kevin has helped me set up a future that is beyond worth the money I spent/spend. We continue to have check-ins as my financial situation changes and he never holds judgement when I need a concept explained or broken down considering money has a lot of jargon. I now feel confident in my plans for paying off my student debt, investing in my future, and living a normal life all at the same time. I recommend him to all my friends and coworkers when conversations turn to finances as we all navigate this often challenging money world.

Great Service! Most of the people who comment on these sites are going to be negative regardless of…read moretheir experience. Signal's customer service was very good during my last few interactions especially at City Center Branch. The only time it took longer than usual for them to complete my request was because it was very complicated and required more time to complete. They were very thorough and took great care in their work.

I was very disappointed in this service. Paid over 1K for a fee-for-service financial advising that…read moreI requested should also include assistance with budgeting. One year out I never actually received any type of paperwork with a financial plan. Yes, he did return emails and was willing to make many appointments to speak via zoom, but in those conversations he gave very generic advice about diversification and investing in retirement, etc etc -- the type of advice you could read off any generic website with absolutely no insight into my actual situation despite my giving him access to all of my financial information. The only specific advice I ever got was to move my retirement account under his management where he charged 1.4%. Very dissapointing.

WARNING - I do not recommend them and suggest you consider this before going with Wendroff &…read moreAssociates. New client - Had a scheduled call with Darren Wendroff "Director of Communications" LOL For being a "Communications Director" from the beginning of the call, he treated me very arrogantly as if he was doing me a favor. He said to me that he didn't have much time as if he was doing me a favor, I tried to give him all the information I know and could, he then replied with a high tone... If you don't give me accurate information, I cannot give you a quote , pretty interesting introduction to this firm Wendroff & Associates to a new client, if they are willing to treat you in that manner in a introduction, I can only imagine how they will treat you if you have a need, emergency or concern. I politely said to Darren Wendroff "Director of Communications" LOL, that he didn't need to be rude to me and speak in that manner to me... He got quiet and hung up on me - GOOD LUCK if you go with this firm.

Update: So on top…read moreof my original complaints, upon deeper review they misfiled my taxes which resulted in me paying more than $10k than I should have. I'm of course waiting for my refund and hoping it comes through. Regarding the owner's comments about submitting it close to deadline. I submitted my documents weeks in advance (and ahead of their quoted deadline date for me to provide). I don't appreciate the implication that I submitted my documents late when simple email records can verify I submitted ahead of their deadline. Just say you were busy this year, had to deal with some staff shortages, what I don't appreciate is trying to pass it back on to me.

Tanina was terrific with last minute tax services last year - our previous tax accountant closed…read moredown so we were in a bind but we were lucky to come across Futurity Capital. Taxes were done again this year and they were done promptly at a reasonable cost and with great results. Will go back to Tanina next year, too!

First-class service all the way. Helpful, prompt, courteous, and personable. We are very pleased…read moreto have found Futurity Capital and have worked with them now for two consecutive years, and plan to engage with them for years to come. Tanina is excellent!!