There was a time when I didn't have enough money to even pay my bills each month- let alone needing…read morea financial adviser to tell me how to invest, save, or how to protect myself from tax liabilities, etc. But that was many years ago . . . almost feels like a different life. And after working for most of my lifetime- it came time to consolidate all of my financial advisers under one roof. Capstone came highly recommended and since they do several of my colleagues and are familiar with my company's incentive plans, etc, after a quick interview to see if we were going to get along, I contracted with them. Keith and Frank (sounds like a comedy team but sometimes I think it is me who provides the humor when I go there as they are always laughing at some outrageous thing I say when there . . . most be a lot of "old fuddy duddies" in the financial advising business) take the time to explain what they think I should do to invest my money as well as to protect my assets in the future to make sure those in my life are taken care of even if I am not here to do it. They are timely in their communication, follow stocks, make recommendations and just basically help me to make the right decisions regarding my finances. Their fees are based on what you need them to do and are varied. Plus they take the hassle of all of that away so deadlines are met, tax returns filed, quarterly updates provided, things are consolidated and they do it all with smiles on their faces no matter how many questions I ask, or how long it takes me to sign something basic (trust me . . .my living trust took forever as I just didn't want to think about who was going to pull the plug on me if I was sick. Let me go on the record here to all who are reading this that you can pull it . . . just not too soon!) I trust them with my future. A huge responsibility, I know. And one I don't partner into lightly. If you are looking for someone to help manage your finances, you owe it to yourself to talk to these guys. More substance than flash . . . but that's what I'm paying them for . . .and I'm a girl who likes to get her money's worth.

Watson and associates have given me the best financial advice ever and I've used other firms while…read morealso being an Ameriprise client. I closed the other accounts and moved everything to Ameriprise and couldn't be more satisfied with the advice and accounts they arranged for me. Highly recommended.

I have been working with Physicians Revenue Group, Inc. for the past 6 months, and the experience…read morehas been smooth and professional. The team is supportive, organized, and handles tasks efficiently. Overall, a reliable company to work with.

We used them for insurance credentialing and were extremely disappointed. It took over 10 months…read morefor them to credential only some of the insurances we requested. Some were never completed at all. It is cheaper and more convenient (ironically) to do it yourself.

Tom has done a bunch of policies for me and continues to earn my business. He seeks to understand…read moremy circumstances so that he can recommend the best options, including those that may not show themselves immediately. And he wants to get things right. Highly recommended!

Manno Group did an excellent job helping me with my insurance. Their rates are very competitive,…read moreand their customer service was excellent. I called Tom at the 11th hour for insurance and he took care of everything right away.

This organization appears to be run by scammers. They are not a well run, professional…read moreorganization. They do not have follow through on client matters, and worse they look for ways to nickel and dime those who choose not to become clients. They drag their feet when completing documents, and do not return calls in a timely manner. These people are not worthy of being entrusted with the proceeds of a lemonade stand let alone someone's financial future. Truely, they are not even worthy of a single star.

Never answers phone. I left several messages and sent emails. My policy got turned over to these…read moreclowns once my agent left. I haven't spoken to these clowns ones. When you call you get a recording by a lady who seems out of breath. Stay away

Dan has assisted my mom for several years on her taxes and has also managed some financial assets…read moreas well. He is reliable, helpful and accurate - always accessible when needed as well. His advice and direction regarding my mom's retirement portfolio was well planned and thought out.

Daniel was our first human tax assistant (and not a CD!). Any concerns we might have had quickly…read morevanished when we learned that he was polite, professional and very knowledgeable. More so, he is a gentleman, and someone we would choose to work with. He did a great job with our tax return and we were completely satisfied. You have new loyal customers in us.

We have had a great experience here. Adam And Jordan are…read morepatient and thorough. We have an excellent plan based on our priorities and goals. Their advice is excellent.

Great company with exceptional staff and team. If you are looking for a trustworthy advisor who…read morewill work in your best interest and help you achieve your goals, give D3 a call today.

I had a time sensitive matter that I needed CPA advice on. Even though it was the weekend, Erik…read moreresponded within an hour, we were able to schedule an appointment same day, got some of my questions answered, then Erik sent me a follow up email the next morning (Sunday morning) with all the questions answered!! I greatly appreciate the timely and detailed response and customer follow up!!

Responded quickly and was very helpful when it came to explaining our situation to us better then…read morewe knew ourselves!