Working with Sean has given me the best tax experience I could imagine. As someone new to the world…read moreof consulting work as well as managing my payroll and W-2s, they did an incredible job. There was fast and consistent follow-up; Sean and his team really spent a lot of time with me to make sure I understood all of my tax options and implications. Sean put together my tax return quickly and efficiently and went above and beyond to find deductions that I didn't even realize were possible. I highly recommend Sean Butler CPA!

Been a client of Sean's for years. Unfortunately numerous attempts to communicate with Sean over…read morethe last month have been ignored. I can not recommend this accountant.

Lesley Corley - I live in a neighborhood that prohibits soliciting. Though I understand people are…read moretrying to earn a living and earn clientele it shouldn't be done door to door in a no soliciting neighborhood. The signs are clearly posted at each entrance. If the financial advisor can't read or comprehend the signs and rules of the neighborhood then I would have no interest in their services. Anyone who is home in the early morning hours wouldn't be interested in discussing financial investments. Please no solicitation.

Danielle has been my financial advisor for several years and will be for many many more! She is…read moregreat at what she does and always puts the clients best interest first! I highly recommend using her!

Danielle is so knowledgeable, helpful and has prepared us for our future! She listens intently to…read moremake sure that our goals are met and that our accounts reflect our future dreams! Highly recommend!

If you want a broker who's not a Fiduciary (CFP or CFA)…read morehttps://www.investopedia.com/terms/f/fiduciary.asp this might be a match. If you want an assistant who can't or won't answer transactional questions like "when will that asset be liquidated to cash after you received the paperwork you were sent" this might be a match. If you've been a client for years and think you've made a lot of money after paying 3% up front commissions (nobody in the industry charges these anymore), after paying extremely high fund expense ratios, high marketing 12B-1 fees and annual mortality fees (some as high as 1.5%) on some annuities, this might be a match.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

After going to several enrolled agents and CPAs, my brother introduced to this office and I am very…read morehappy. I met with David to explain about my IRS problems. For some reasons, I was constantly getting letters from the IRS with an increase in my tax bills and errors with my returns. I did not know the reason for this. David assess my IRS correspondences and knew immediate the solutions. He gave me several options and was able to get my business straighten out with the IRS. I have not had any other issues with the IRS since. His office has been extremely helpful and all contacts were professional. David even assist me in restructuring my business to a Corp to Corp and saved me a reduction of half my tax bills. I am glad I finally found a CPA that I trust completely. And his advice and insight are invaluable in helping me understand all this confusing tax stuff.

I was looking for a new CPA and found David with his amazing staff. And Thank God for these Tax…read moreProfessionals! They make filling your taxes easy and the customer care from Wendy is caring and welcoming. Even though filing taxes can be stressful, these Professionals take that burden off of you! They are a True Blessing

They are so accommodating. They are were able to help me go through a plan for me to a be able to…read moreretire earlier! And they helped me plan my kids future as well!

From the owner: My name is Ankit Shah and i work at Rochas Firm. I specialize in Life Insurance, Investments, and…read moreRetirement planning. I can be contacted by cell at 832-815-3626 or by email at ankitkshah03@gmail.com, please feel free to contact me anytime.

Not only is Jason a nice person but he also knows his business. I lost a lot of money using…read moreFidelity. They constantly changed my advisor, money was going down the drain, no one cared. I transferred everything I had (not that much really) to Jason and not only did I not lose money but I gained about 8% over the one year I've partnered with him. I am definitely a small investor but Jason treats me as if I had a million dollars in my account. Jason insists we touch base each quarter. He shows me where we are, mentions if he thinks I should switch to a different sector or whatever, and totally keeps me grounded financially. I can't say enough good things about Jason or his assistant, Carolyn. I'm looking forward to more good news in 2020 with Jason Munoz and Edward Jones!

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.