We started working with Alison earlier this year. My wife and I really appreciate her expertise and…read moreher proactive approach. Her fee structure is also very fair. I would highly recommend her as a financial advisor!

I've been working with Allison for almost a year now and truly can't recommend her enough. She…read moremakes you feel so comfortable talking about finances and has a way of empowering you to feel confident in your decisions. She's helped me plan for a big life transition with my upcoming marriage and navigate how to combine finances in a thoughtful way. I feel so much more prepared going into this next chapter. She's also incredibly organized, responsive, and easy to work with. I'm so grateful to have her as a resource.

Doing business with the Warburton family has been amazing. My parents and I have owned several…read morebusinesses the last 20 years and all our personal and business insurance needs have always been managed by Warburton family. They provide the highest level of customer service and expert risk analysis and advice. I would never consider any other insurance broker. Thanks Paul and Kelli. Kevin

Hands down the best insurance agency I have ever dealt with; and I'm really old! Kelli is a star.read more

All of the professionals in their organization work together to give the best service possible…read more I've referred 3 friends/family members so far. What's more important is, I am always kept well informed and I'm making money.

I've been working with Cynthia Fick and the folks at Financial Life Planners for over ten years…read more They are simply the best at customer service. My son, daughter, sister and brother are all happy with FLP as well. If you don't have a professional financial planner, you should talk to this company.

Will was a breath of calm for us in working through a recent financial crisis. He walked us through…read moreeverything and helped take the stress out of the entire process. Will is very knowledgeable and took the time to answer all of our questions clearly. He has continued to work closely with us and has alleviated a lot of stress for me and my wife. Thank you for everything!

Will is dedicated to helping people not just plan for their future, but making it work in your…read morebudget today! He is very professional, knowledgable in the industry of finances and makes you feel like part of his family too. I highly recommend Newman's Financial Planning.

Michelle is absolutely amazing!!! I'm so grateful that I connected with her! I originally met her…read moreat a seminar where she was speaking about retirement options. I asked if she had any experience with QOZ Funds and she said she did but hadn't done anything with them in a while. After a further consultation where I explained what I was trying to do she dug right in and did all the research and leg work and made it happen inside of my deadline!!! It is so refreshing to have someone who really listens to you and your goals and has the knowledge and expertise to help you get there! I highly recommend Michelle for anyone who wants a transparent, knowledgeable CFP dedicated to helping her clients reach their financial objectives!!!

I've been using Caleb's services for several years and have enjoyed the experience, dedication and…read moreconsistency he puts forth. I currently am using his services in both my business and personal finance planning. His attention to detail and ability to communicate to all of our employees has been a tremendous assurance for our company.

As a business owner it is critical for me to know what I (and my company) are good at... and what…read morewe are not good at. While we have strong financials we didn't know how to best manage retirement planning for both my wife and I, as owners, as well as our staff. Caleb and his team developed a solid plan for us to follow that was easy to follow. They were able to explain the sometimes complicated issues surrounding financial planning to us in an easy to understand method. I would highly recommend Ridgeline Private Wealth to both individuals and business owners alike.

Michael is familiar with my finances and makes filing yearly taxes a breeze!…read more Also when they have seminars, I find them extremely informational!

Please treat your clients with more respect. Unfortunately my experience was terrible. I cannot…read morerecommend this company services. Their attention to details was lacking and very unprofessional

1 Star -- Do Not Give This Firm Access to Your Business or Bank Accounts…read more Based on my personal experience, I strongly recommend avoiding BASC Expertise. This firm is overpriced, constantly nickel-and-diming for basic requests, and extremely difficult to work with. Simple asks routinely come with surprise charges -- asking for a small favor can easily turn into an unexpected $1,000+ bill. Over the course of our relationship, our taxes were messed up multiple times, which created unnecessary stress and cleanup work. Despite paying them thousands of dollars, accountability was never taken. Instead of addressing client concerns, anyone who raises issues is labeled a "disgruntled client" or accused of lying rather than the firm taking ownership of its mistakes. A major red flag: they do not allow clients access to their own QuickBooks, while simultaneously requiring full access to your bank accounts. Even worse, Deirdre inserts herself onto business paperwork, making it intentionally difficult to leave once you realize the relationship isn't working. The most alarming issue: during a legitimate contract dispute, they attempted to withdraw $36,000 from our bank account without permission or prior resolution. This was not authorized, was not agreed to, and happened while the matter was actively being disputed. That alone should make any business owner think twice before trusting this firm with their finances. Communication is another constant issue. Deirdre is frequently out of office or on vacation and often unavailable when you actually need support. Yet the firm has no problem charging premium rates regardless of service quality or responsiveness. Despite presenting themselves as a full accounting firm, there is no licensed CPA on staff. They will still try to operate as if they are indispensable to your business and push arrangements that feel unethical and heavily one-sided. There are far better, more transparent, and more affordable accounting services available that actually employ CPAs and don't lock clients into questionable agreements. Bottom line: If you value control over your own books, ethical billing, clear communication, and not having someone dip into your bank account during a dispute -- go anywhere else. Do not give this firm access to your finances.

I've been working with this firm for years. Deirdre has been our main point of contact for this…read moretime. The words that come out of her mouth do not match her actions. Over and over again she deflects, dodges and misconstrues directions to cover her mediocrity. The customer service is poor, the tone is rude, the messages truculent. This is while she touts herself as professional and above such petty behavior. If you like interacting with such people, by all means engage with this firm. Enjoy your nightmare.