My wife and I have been doing business with Moderna/Parsec for seventeen years and could not be…read morehappier. Great people who sincerely care for their clients. Our earnings have been good too with reasonable fees. None better!!!

After YEARS of doing our taxes, they decided to drop us as a client because they only want to work…read morewith "wealth management clients". Unless you have them invest your money, they want nothing to do with you. Shame on you!

I have been a customer of American IRA and through the years I have…read morebeen impressed with their courteous customer service. Michelle Rubio has helped insure my recent sale of a condo went smoothly and I appreciate her help. Viveane Klein has always helped me with various questions regarding my IRA investment and is a wonderful customer service representative. Also, Tesean Jones in Transactions is a pleasure to speak with and is there to help with questions regarding my account. I recommend American IRA because of these people.

I've been a client of American IRA for many years now. I've watched them grow and still keep a…read moregreat service attitude for investors. They are not like other IRA companies, in a good way! I plan to be with American IRA for many more years to come!

Oh my gosh, Rich is a lifesaver. He saved my family and helped me turn my life around. If I could,…read moreI would give him more than 5 stars. I would give him all the stars. 100% recommend!!!

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.

Improve front desk service. I am the legal guardian for my sister (which Schwab has in it's…read morerecords) and which I had all the legal guardian court papers with me, but Schwab won't allow me to either close the account or transfer the account.

They are no help and you get nothing good from them Stay away from them…read more If you need to see them you can try a 100 times and you will hear from them.

Very friendly and knowledgeable. They did my tax planning and turned it around in a very short time…read moreand gave me lots of options. Highly recommended

From the owner: We are a full-service accounting firm offering tax-optimized wealth management services, licensed…read morein NC. We offer bookkeeping, payroll, Quickbooks and tax services for business owners, families and independent professionals. We are experienced, good listeners, and value long-term relationships. We have special expertise in real estate.

My entire 10+ years banking with self help has been nothing but a hassle and not very helpful when…read moreit comes to anything. After being with them and given several opportunities to fix issues where I have had money taken out my account without consent forced to pay fees for things that I have not purchased , never received a refund once. and now after having my account closed from fraud I had to paid for it to be reopened and all of my account information was lost upon reopening the account after being told nothing would change. I will be closing my account after 12 years because self help cannot provide any help to it long standing customers or solutions.

I opened CDs and saving accounts for my grandchildren. It was a challenging process for me because…read moreI had various types of accounts to open and close. Neph helped me, He was patient and explained everything clearer to me. I laugh, at one point I questioned his math and insisted I was right. I was wrong. He was gracious and patiently explained it to me. He was everything a great bank employee needs to be. I am very thankful he works at South French Broad Self Help Credit Union, Thank you Neph.

Firefly Realty agent Jordan Lockaby recently worked with us to sell some family property in…read moreHaywood County. She found us through a local inquiry that she received. Jordan provided a market/comp analysis of our property and after a site visit, she recommended a fine sales plan! We listed with Firefly on a Thursday, had two competitive offers by Sunday am and signed a contract that evening at a price exceeding our expectations! She and her Firefly Transaction Manager Jessica handled the many admin details, inspections, referrals and docs to affect a two-week close on the sale! Well Done. Jordan Lockaby's skillful lead, Firefly's staff resources, Keller-Williams' affiliation and efficient TEAM organization provided a smooth process for a successful sale! As a R/E developer in another state, and very familiar with the realty community there, we highly recommend Jordan Lockaby and her team at Firefly Realty. SOLD!!

Alona was nice and helpful although my request was not part of her specialty she was still able to…read morehelp with good recommendations!

David is very knowledgeable and is able to explain your options. No matter how much or how little…read moreyou can invest he will treat you with kindness and respect. If you aren't ready to invest but have lots of questions, he takes his time and listens to your needs. David will also help to come up with a financial plan.

I emailed this firm a month and a half ago requesting help with a form 706 filing later this year…read moreand income taxes for 2025 and they never responded. Not sure about their work product but definitely 1 star customer service..

Rick is a great accountant! Fast and thorough! Excellent communication and helpful advice. Highly…read morerecommend!