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!

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

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.

If it were possible to leave a fraction of a star, this company deserves it…read more Horrible communication/follow-up. After dropping all the paperwork off for Kelli to prepare our taxes, it took dozens of phone calls and several emails to finally get the taxes filed over two months later. No follow up, no phone calls apologizing for the unprofessional handling of the same. IRS contacts us to discuss underpaid taxes, tried to contact Kelli again... non-responsive. IRS contacts us again now with a much higher unpaid taxes amount, again no response from Kelli until she finally relented sending a two sentence email: you'll have to deal with the IRS yourself. Huh? That was your work, folks. Contacted the office manager, Suzanne, who responded with equal nonchalance and unprofessionalism: don't know what you want me to do for you. Lesson learned, folks. I'm not sure who you're helping, but it won't be me any longer.

Jl smith group has done my personal taxes for the last 4-5 years. I just received a letter from…read moreyou saying in preparation of the upcoming tax season you are advising me that the fee is $750 for prep with consultation or $500 with no consultation. If you no longer want me as a customer this is not the way to go about it. I've started with $99 then up to $150 for tax prep and I didn't mind the increase, I may have even paid a little more because I love supporting local businesses, but now you are increasing prices for personal taxes 3x. I have supported your business by referring my friends and family. Way to go, nice way to weed out your customers. If you no longer want to do mine or anybody else's personal taxes that is fine , you are moving in a new direction. I want to let you know you handled this very wrong. An apology and a referral would have been appropriate to someone who would appreciate my business. I will no longer recommend you. Regards, Dory Hedstrom

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

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.