I got a chance to speak to Adam about some questions I had about appraising a house…read more He shared his thoughts and answered all my questions, for free. It was great to speak with him. He knows his stuff and is generous enough to share his valuable knowledge. Highly recommend him and his business.

Adam of Aladdin Appraisal helped me solve some difficult real estate issues. I could not have been…read moremore happy with the service. He is an expert in his field, thoughtful, responsive, and professional! Very impressive

All I can say is wow! These guys are good. Peter Finnegan and Michael Cronin were both…read moreinstrumental in helping me exchange my TIC in Texas to two TIC's in Florida and Alabama. Michael even personally toured both properties to make sure they were good investments. They were always available by phone or email and responded quickly. These two new investments are generating good income and I consider them to be safe, residential investments in very large apartment complexes. Both are modern and in great locations. I cannot say enough about these two gentlemen and highly recommend Barnside Capital! Darold Cornell Roseville, Ca

Jonathan is an excellent advisor. I am not as familiar with the financial industry as I would like…read moreto be and Jonathan was able to not only put me at ease but also explain the different account options I had on a level that I could understand. When we first sat down I was struck by his honesty. It was refreshing and comforting to see someone speak freely of just your needs rather than trying to go at an angle that would work best for them. He is both extremely professional and easy going. I completely trust and value his opinions. I would highly recommend anyone seeking financial guidance meet with Jonathan. He makes you feel like your account is as important as if it were his own.

Worked well for a few years, until I got divorced an my single account became insignificant. Rather…read morethan calling me and letting me know that they no longer wanted to take care of my very modest account, they sent me an unsigned letter discharging me with the excuse that they needed to spend more time with their families... Then proceeded to send my account directly to another group. I do not recommend investing with this tackless firm

Terrible accountants - I spent well over $3,000 to not get told I owed taxes for 2019 (so I was…read moreassessed a penalty), paid quarterly taxes that were WELL below what I actually owed (so come tax time I find out I owe $14,000), and I hired them as bookkeepers for me to pay thousands and end up doing it all myself because they fired me as a client 3 months before 2021 taxes were due and I couldn't figure out their system. Do NOT hire them.

All around great accounting experience. Who the hell gets excited about their accountant? This…read moregirl. Each year during tax time I go online to turbo tax or whatever it is called and run my W-2's, 1040's, 1099's etc through only to be disappointed by some number that is conjured by some proverbial magic wand. Naturally I never believe this number the godawful program comes up with. This is where Sechrest & Bloom come in--they work their butts off to make sure I'm getting the most bang for my buck. Sure it's a little more spendy than paying your computer to do the work, but the individualized service, friendly staff, and (of course) the pretty number on my refund check makes it an investment worth making. If you are looking for an accountant who does a top notch job, follows up with you, and remembers your name--this is the accounting firm for you. Bonus points for them for finding me after I was negligent in providing a new e-mail address and phone number.

Highly recommend Dave and his staff. I found him to be very knowledgeable regarding a recent…read moreproblem I had with estate taxes. Saved the day! Thank you!

The firm focuses (per their website) on finding talented fund managers from Fidelity, Vanguard,…read moreand, purportedly, any investment management firm with a great process and talented managers. Fees are an enormous hindrance to performance and Advisor Investments claims to find funds with fair fees and hot managers, which is certainly admirable, until you consider that 95% of active managers fail to beat their benchmarks over five year periods with the percentage dropping perilously close to 0 after 10 years, and also that Adviser Investments appears (from information found online) to charge at least a 1% fee for the trouble of finding these managers with fees being negotiable for very large accounts. Add the cost of the fund to AI's fee and you MAY be looking at all in costs of 1.5%. Add a managed bond program and, per fee schedules found online, you are potentially bumping up against 2%. I'll spare you the math of what a 2% hit on a $1mil portfolio looks like after 20 years, so let's just say it's two less grand-kids you can send to college...really good college. To make things fair you're probably thinking I should subtract the cost of an index fund from that 2% calculation as the money has to be managed somewhere, but I won't because a few large managers let you buy the market for free these days and one day they will pay you for the privilege: that's right, ETF's with negative fees will be available within the above mentioned 20 year period (look up 'ETF securities lending' to find out how), so if anything I should increase the 2% figure. To be fair, many investment advisement firms sub out the actual investment work to mutual fund managers (does your mechanic sub out the mechanical work to other mechanics who charge an additional fee?) what interests me about this firm is that, per their website, AI's chief investment officer has degrees in theology and literature and upper management appears to have a background predominantly in publishing (not investment management), specifically with the Vanguard and Fidelity newsletters, which appear to be focused on picking the best fund managers. Would it be cheaper just to subscribe to the newsletters and skip the fees? Who knows? The firm's website explains that the publishing business was sold, but it appears that these newsletters are still written by the upper management of Adviser Investments, just not owned by them. Also of interest is that per their acquisition history detailed online, AI appears to grow assets under management via acquisition, which is not a bad signal in and of itself, but their size should not be used as a bragging point or indicator of successful management when it is unclear whether assets have grown from performance or merely from buying other firm's AUM. Moral of the story, these folks might be fine, but do yourself a favor and do the math before signing on with this or any advisor.

Buying a first house it's complicate! Find the right finance…read moreseems like a little boat in the storm out in the ocean. Can we trust in the professionals out there? Are they helping us to do the right choice? Yes! There's is good professionals out there that going to help you to navigate the numbers of mortgage at easy. Jeff Drew is the best professional out there! Not only he explains the numbers to us, but also help us choose what was appropriately to our circumstances. Jeff gave us all the information we need to know in a very simple way, making the process very peaceful! You won't be disappointed.

Jeff Drew is a pro! Jeff really knows this complex process as well as anyone I've ever worked with…read moreand offers great advice and direction with courtesy and respect. Jeff always responds very quickly and makes himself available whenever you need him. We closed on a high-priced transaction from long-distance (out of state) and Jeff tackled the nuances and intricacies of the deal with confidence and ease. I really can't say enough positive about Jeff and Star Mortgage. Jeff set realistic expectations. He under-promised and over-delivered. I truly appreciate the excellent job Jeff did for us. Jeff is the first and only person I would call if I ever need to obtain another mortgage.

I've been working with Beyond Your Hammock and Owner Eric R since November 2015. I am a…read moreself-employed consultant with a variable income because I work on a project basis. I contacted Eric because I was struggling to manage known and unknown expenses, while also meeting specific goals and also saving for retirement because I am not always clear on my future income due to the nature of my work. Eric helped me bring stability to my financial and life situation, and helped me to set myself up so I could also meet my financial goals this year and beyond. He is very organized, objective, helpful and responsive. Eric is also very trustworthy. He also provides great general financial management guidance from excellent and credible sources. I highly recommend working with Eric, especially if you have a variable income and/or have specific goals you are looking to reach.