Extremely thorough and very helpful with my taxes. They reviewed my previous year's taxes for any…read morediscrepancies.

First let me start by saying that I've been in business for over 15 years and this is the first…read moretime while doing my business taxes that i didn't have the feeling of doom or that unwavering overwhelming feeling of anxiety. Now going in I did because I found this place by a google search. I was reading reviews all day and people can be non understanding to a lot of things in business so i take everything good and bad with a grain of salt. but bayyyybeeee THIS IS YOUR PLACE TO GO!!! Not only good for tax preparation, this is the ultimate business for all financial services, Suzette and Bret were both amazing!! They were very informative and I learned a lot from my sessions. I will definitely be continuing to give them my business. i don't even write reviews, but here I am because maybe you're like me looking for the right place. THIS IS IT!

My family and I have worked with Blyth a lot, who has joined Shawn's team in recent years. She is…read moresingle handedly the best person I have ever worked with for insurance needs, and I guarantee she exceeds most expectations and customer satisfaction metrics across any industry. She is very informative and up to date on the latest needs/changes. She will often go above and beyond, without me even asking, to find me the best deals for my specific needs. She will carefully compare options, as well as provide clear and concise guidance so I can make an informed decision. Most importantly, Blyth is so personable and one of the most kind and caring people I have ever had the pleasure to work with.

Super helpful and knowledgeable. Very willing to work with us to optimize our policies and select…read morethe best choices. His office staff are also friendly and very helpful !

I have the highest regard for "Secure Retirement Startegies". They are true fiduciaries whose…read moreconsultative approach will guide you to the best financial decisions for your retirement and your family's future. Michael Neft and Phil Lorenzon are very knowledgeable about all retirement strategies and can help you navigate the annuity landscape and all rider options. I met with them four times and asked a lot of questions while comparing several annuity plans. They tailored their recommendations around my and my spouse's specific environment and our desired lifestyle plans. They were readily available during this entire process and still are, well after we made our decision and contracted the appropriate annuity. Their multi-decade experience in financial matters and investing helps add depth to their recommendations. I consider them an ongoing financial resource. S.S.V.--Basking Ridge, N.J.

The name actually says it all! Myself and my Wife are Baby Boomers, that will be hanging up our…read moreworkboots soon. We both have State Pensions, Social Security down the road, and a small modest portfolio. We chose Secure Financial Strategies as our guys! The personal help, and suggestions they gave Tailor fit our needs for a very secure retirement. They looked at all our stuff, discussed a plan, provided tons of information, and then implemented. Honestly we are very happy with the whole process! I was a little nervous at first thinking we really just have a small amount to invest, and would we be treated as well as say someone with a lot more. Boy was I wrong! My go to guy Merrick Smith, has been right there, available anytime. Along with Mike Neft analyzing the market, we are set up for a real nice profitable cushion to enjoy our retirement years. Folks these guys are the real deal! So happy with our descison to go with this Company. I could keep going believe me! I suggest you give them a look, heck there is no pressure at all, they made that abundentaly clear. But I bet you will be pleasantly surprised when you see what they can do for your needs. These guys work for you! Kenny Keleher/ Flemington, NJ......Not sure why it says San Francisco!

I had an amazing experience at this credit union. I specifically worked with Dolly and she was…read moreexcellent.

Had a very great experience. Had a very pleasant experience and Rose was very helpful explaining…read moreevery step of the way. Would definitely recommend this Credit Union.

"Ali has been cornerstone to the development of Vintners Circle Franchising LLC as both our CPA and…read moreas an adviser. His experience with accounting, franchising and financial management best practices has consistently led him to provide highly specialized and very accurate guidance that you would expect to receive from the best accounting firms. I would highly recommend Ali." December 10, 2011 Top qualities: Great Results, Expert, High Integrity David Schmeltzle, Vintner's Circle Franchising LLC

Mr. Mahmoud has helped get all my documents in order. He was very professional in explaining my…read moretrouble areas and helped me through the entire process. I would recommend him to friends and family.