It is so nice to have a financial advisor that I can trust. I love how Josh provides different…read moreoptions for us and does not pressure us into a single direction with our investments his fee structure saves us money as well. I highly recommend Josh.

From the owner: Wealth In Yourself is a financial life-planning firm with over a decade of experience helping…read morepeople improve their financial position, enhance their relationships with money, and create the life they want. As a CFP®, we help with your retirement accounts, investments, tax planning, and college planning, as well as inheritances, executive compensation, and navigating your benefits. We're different because of our background in financial therapy and coaching as well as the fact that we are a Real Fiduciary™ Advisor.

This is a private company with little public facing interaction so this review is unlikely to be…read morehelpful to most. They're good people and do good work and I like them. I deducted one star as I don't want to seem like a fan-boy.

Worst Accountant I have dealt with in my life, absolutely no eye for detail, I have been dealing…read morewith the same tax issue for four years! Thought I had it resolved and it just came back up again that I owe 12K for NYS. They will be hearing more from me rest assured. The only reason I was able to resolve this tax year at the Federal level is because I handled it - it was dropped on their end even after they were paid. What's worse, They retracted all gmails they sent to me that evening after they realized how inept they were. I have a felling a subpoena might be brining them out bc I can guarantee I will not be paying another dime as a result of your poor accounting services. 12K- being accrued every day is not good. I would be aware for anyone out there looking to work with this team in the future.

We have been with Wulstein for 3 years and previously had excellent service. This year everything…read morewas off: courtesy especially. Questions were treated unprofessionally. The organization of paperwork was a mess. We got an additional bill from IRS for underpaid taxes. We also had our Mom's Estate taxes done and received a refund for overpayment from the State. Our taxes were done in March and should not have been last minute.

We recommend Kendra Wilson as a Financial Adviser. My Father-in-Law met Kendra during her process…read moreof going door-to-door in order to decide if there was a need for her services in the south end. Since that meeting Kendra has opened this office and we now have an investment account with her. She is an absolute delight, accommodating and driven. We recommend you go see for yourself.

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.

Very friendly and helpful atmosphere.. Very responsive and easy to talk to and always answered…read morephone during business hours for questions and help. Highly recommend them!

Very professional office and beautiful decor our CPA is brilliant and knowledgeable Really happy…read morewith our new cpa

James was so easy to talk to. No pressure and very informed!! Very professional, and a self…read moreadmitted numbers geek! The kind of man I will trust with my finances. The office is easy to find and nicely decorated. Front desk girl very welcoming. I recommend interviewing this Edward Jones office with your financial needs.