My husband and I cannot say enough good things about Pastor. He is such a professional and at the…read moresame time so relatable. He made us feel so comfortable. He answered all of our questions and took his time to explain everything in detail, so we would be confident in the decisions we were making. I'd highly recommend his services!

From the owner: Experience Certified Financial Planner™ specializing in Retirement Planning, Investment Management,…read moreand Estate Planning.

With retirement approaching, I became nervous due to my lack of financial knowledge. I am a…read moreretired teacher and the DROP process, with its many steps, intimidated me. At the advice of a friend, I called Synergy Financial Strategies and made an appointment with Jorge Gonzalez, Synergy's Founder and CEO. That was one of the best calls I could have possibly made. At our first appointment, Jorge immediately put me at ease with his extensive knowledge and the fact that he made it clear that he really does care about helping his clients achieve the very best outcomes. I found his patience to be never-ending . . . he answered my many questions with patience and additional information when needed. Any advice he gave came with an explanation of his rationale, in words that I could understand. I will always be thankful for the professional and caring way that Jorge handled every aspect of my retirement and preparation for a future that was financially sound. In his video on the Synergy website, he said that he goes the extra mile . . . and that is an understatement! He went beyond that in my case. That is just who he is, and I highly recommend him, as well as his incredible staff at Synergy Financial Strategies.

Financial aspects of life are not my strong suit. Basically, I have a retirement plan because my…read morejob offers one but never sure if I was doing the right thing. I sought out someone that I could trust and would have my best interest at hand, not trying to make money off of me. Jorge was beyond my wishlist in financial guidance and honesty. He was able to help me manage my money better, helping it grow and helping me to financial security later on in life. He has extensive knowledge in his field with over 30 years experience. He took the time to answer all my questions as well as explained things in terms I could understand. I would highly recommend!!

Walter Samuelson is tops. He's been our accountant since I bought my home, and for years before,…read moreand he specializes in working with small businesses & entrepreneurs. We lucked out and were introduced to him by a friend and I still thank them for the introduction every tax season! One of the things I appreciate most is the knowledge and skill Walter brings to the table. He doesn't rest on his laurels, he keeps up to date with the current tax law and makes sure that anything which might affect your situation is accounted for (see what I did there?). He knows where the rocks and shoals are and makes an effort to steer you away from trouble - unlike unscrupulous operators who would joyfully take your money while letting you take the wrong path. In addition to working on all aspects of Tax preparation, Walter offers a wide variety of services ranging from Financial and retirement planning and investing, to Small Business startup and more. He is extremely knowledgeable, and has the experience to advise you on how to make sure everything goes smoothly. I can't recommend him enough. If you are looking for some help - he's the one to call!

Walter is our accountant. We have been doing business with him for many years and he's so amazingly…read moregood at his job that I call him a wizard because his skill with accounting and taxes is nothing short of magical! One of the things that sets Walter apart from other accountants we have used in the past is his absolute love of his profession. He's so passionate about accounting and keeping up on the latest in tax law and changes that you can be sure that he's doing everything he can for you. We have come to him with business and personal taxes, for advice with real estate, investing and more. He's always guided us well. Walter's fees are comparable to other accountants. You might pay less at a firm like H&R Block but you most assuredly are not getting the same high level of service. I have recommended Walter's accounting services to many people, all of them have been completely happy and satisfied!

I've never met a financial planner like David Treece. He really cares about people, and his clients…read moreare treated like family. It's scary when parents get old and doing the right thing doesn't come easy. But at Treece I was made to feel like everything would be taken care of, and it was. They knew the best people to call for everything like healthcare, assisted living and long term care that didn't break the bank.

From the owner: TreeceFi is your Retirement CFO…read more Financial advocacy for those aging alone and the LGBTQ+ community. Get honest answers to every question. No jargon or industry lingo. No pressure or sales talk. Maximize your income for life. Our job is to not only create a lifetime income plan for you but to also help you prepare for unexpected health care and long-term care expenses that may increase over the years. Gain a team who fights for you. When financial injustice occurs, we are strong advocates for our clients. Securities and advisory services are offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer, and a Registered Investment Adviser. Cetera is separate from any other named entity.

Burton & Company , CPA was my mother's (Dr. Adriennne Sillman Ed.D.) accountant for many years…read morebefore her passing. After her passing, Andrew Burton became the executor of her estate. He has handled the entire process with kindness, integrity, and fairness. The beneficiaries of this estate include myself and I can tell you firsthand that this was not an easy estate to handle. Money and greed bring out the worst in people, and that absolutely happened here. Andy in his wisdom used SJF Law Group to maintain the highest level of ethics and accuracy regarding disbursements and to respect my mother's wishes. It is unfortunate that he felt he had to protect himself from legal action just for following the instructions left to him by the will. Although at times I have felt frustrated by the difficulties presented in our unique case, I know that Andy is not to blame. I would absolutely recommend him in the future to anyone with accounting needs, or estate planning. He is who my mother used, and mother absolutely knew best. The support staff at Burton CPA is also phenomenal. I've called many times, for many reasons, in many moods, and everyone I've spoken with has always been very helpful and extremely professional. Thank you to everyone for a wonderful experience. Sincerely, Jennifer Dame

AWFUL!!!!!!! NASTY PEOPLE. STAY FAR AWAY from these people. This is a 100% Honest review. I was…read morerecommended to this accounting firm via my fiancee who has been working with them for over 10 years. First they overcharged me to file my S-corp paperwork. I knew this, I said nothing fine. 2 months later I had a question regarding taxes. I reached out to them and they never responded. I took care of it myself and got the answer I needed straight from an IRS agent. By the way it took the agent 1 minute to answer my question so no doubt any competent CPA could've answered me in the same amount of time. Still I said NOTHING. 3 months later I got an email from Michelle with an invoice for said services. Unbelievable! I reached out kindly asking what it is for. I even reminded her that she never responded to my request as I happily pay for any services rendered. The response was the nastiest response ever! Customer Service anyone?????? It's no wonder why online CPA's are destroying these mom and pop CPA's. All well deserved! I strongly advise exploring alternative options. Your hard-earned money and peace of mind deserve better than the lackluster service and unexplained charges that Burton & CO seems comfortable providing. Remember, without customers, no business can thrive. Choose wisely and ensure your financial affairs are entrusted to professionals who value and prioritize their clients.

Was hesitant initially but after speaking with Patrick G I decided this plan of action is the best…read morechoice for me. Already feeling a sense of relief. Patrick is great to work with and appreciate his quick responses to my inquiries and concerns

Patrick G. Was the best. He was very patient, very thorough. Walked me through everything that…read moreneeded to go over and there was a lot but you know we got it taken care of and now I'm going to get this debt taken care of and I have much thanks to him.

Thanks to JW Credit Repair my score went up 108 points in the month of September. I highly…read morerecommend this company if you are looking for fast professional results. By far the best company that I've had work on repairing my credit. Thank you to your entire team of professionals. I'm giving you guys five more stars.

From the owner: Our business specializes in Identity protection, Credit Restoration, Power of Attorney, Will n…read moreTrust, $100,000 in Life Insurance** and much more all for only $89 dollars a monthly!