Mark Dougherty is a CFP and has been my financial advisor for over 10 years. Mark is honest and…read moretruly cares about my future (also my family's future as several of them are his clients now)..it is a relief to me and my family to know that our financial advisor is looking out for us and wants us to be happy in our retirement. Highly recommend

Allison is an incredibly thoughtful partner to have while working through your specific financial…read moregoals. She dives in to understand what will suit your situation and priorities in order to provide you with the best approach. She will also help you be flexible and pivot as life changes.

I have known Allison for twenty years and she is phenomenal at managing finances. Her advice over…read morethe years helped me develop my retirement fund, budget the money from my paycheck and create savings that allowed me to buy a house and be ready for three children. Because of this financial stability, I have the peace of mind that I'm not going to have major money troubles in the future. I highly recommend her services for anyone that is struggling with finances or just wants excellent advice!

I had been doing my taxes myself --- and probably leaving money on the table --- 'til I retired and…read morefigured that an accountant could do a better job since my tax situation might be tricky. I found one guy who I thought was good --- I knew of his family and respected them --- but it seemed like the more I asked questions about different tax scenarios, the more impatient and irritated he became. And I didn't call every blessed day, just about three times during each tax season. Kind of a last straw was his charging me $75 a question, in addition to a fairly high rate to process my fairly simple return (So simple he farmed it out to a temporary employee --- who made mistakes that cost me over $500). A friend recommended Malin & Masly and there's a 100% difference. Norm Kaznica there does my returns, and he is the only one who does them. He found lots of money that the other guy and his temp didn't, answered my questions courteously, and correctly did my return for a reasonable price. I very much recommend the M&M crew for tax returns and other financial planning.

Wow! Barnett Financial was highly recommended, & has lived up to, and surpassed all expectations…read more Rich and his support team are usually just a phone call away to help with any questions we have. Bottom line, a reliable, professional & available team when we need sound, professional, experienced & reliable advice.

From the owner: Rich specializes in retirement planning.read more

Brian and his team are knowledgable, trust worthy, attentive tax professionals. My entire family…read moreutilizes their services. Highly recommended.

I found Brian Greenberg and associates after and exhausting search for an accountant with good…read moreword of mouth reviews as well as how I felt after speaking with them in regards to my needs. Brian and Erica were well informed and provided me with a wealth of information that allowed me to make new, different and informed decisions that I just didn't know. Without a blink of an eye , I'd recommend Brian C Greenberg and associates professional services to anyone who needs and or wants an accounting firm that is knowledgeable , professional and follows up on any and all of your specific needs ! Brian Greenberg and associates also made the PPP loan process seem less and really showed that they care about their clients ! I HIGHLY RECOMMEND!