Incompetent, arrogant and no one takes responsibility for anything. Merrill Edge sold my 83 y/o…read morefather an annuity for $84,000. He has had it now for 12 years in the greatest gains in the stock market and with frees and a yearly pay out of $5,000 they have reduced the amount to $78,000 for a 7% loss in boom market. Everyone says that it doesn't look right, but all investment come with risk and my father should have been aware of the risk and that he should have read the documents for the fund, 160 pages of legal gibberish to mask the facts. Multiple excuse, phone calls not answered, not returned, not familiar with the issues. This assumes you can get past the robot call system. Get your money out of Merrill Edge before it is gone.

Wesley is very knowledgeable and honest and communicates very well throughout the year on any tax…read morerelated issues.

From the owner: We specialize in Fee-Only Holistic Financial Planning & Investment Management services. As a…read morefiduciary, we are legally and ethically bound to put our client's needs ahead of our own.

Albeit their "professional" services were adequate, (bear in mind that 95% of all the work…read more(accounting) services were performed by a "junior" associate and the Sr. Partner, Mr. Carland, perused the finished product, the fees charged for services rendered were ASTRONOMICAL - for a pretty straightforward tax return (including some earnings/interest from a brokerage account) - the rates charged were akin to or exceeded New York City rates given COVID conditions - (I'm a former Native New Yorker, executive legal secretary with years of experience having been employed by Tax attorneys) - I'm quite familiar with billiable rates/hours, etc. and relocated here 6 years ago. When I requested that the fee be reduced (due to financial duress and mitigating circumstances - both my husband and myself have expended thousands of dollars in medical bills in the last couple of months) -my hubby had 2 emergency surgeries - 1 week apart) and I have been ill since January and have consulted with specialists and undergone numerous costly CAT scans, et alia, and we both are on Social Security- notwithstanding all of the foregoing, Mr. Carland stated that he would reduce the invoice for services rendered by $50 but added (rather brusquely) that I could no longer utilize their firm!!! I have been using Carland & Andersen for 5 years and was shocked, disgruntled and disgusted by Mr. Carland's unwise decision. Obviously, it's his loss, and his rationale for informing me (didn't even afford me the courtesy of personally telling me this - his "junior" associate relayed the message) - NOT to use his firm in the future flimsily covers up a rather unpleasant covert proclivity (hint hint nudge - given the amount of my investment brokerage account assets, being a "former" Native New Yorker, et alia). People - be forewarned vis-a-vis the outrageous fees charged by this firm. I shall find another professional CPA firm in Hendersonville to service my needs for next year.

From the owner: Specializing in: - Tax Return Preparation…read more- Bookkeeping - Accountants-Certified Public - Accounting Services - Estate Appraisal & Sales - Tax Return Preparation-Business - Financial Services

I have been a customer since 2012 with Tim Hoffman Allstate agency. Any time I've had a problem Tim…read morewas always there to help. I have always made my payments on time because they are directly deposited from my account. Tim is unable to speak with his customers anymore. I had an issue a few months ago where his office manager Ruben took upon himself to add full coverage to a 2004 vehicle because I requested pricing for full coverage on that particular vehicle. I never signed anything nor said to add it. I called back to explain this and Rude Ruben answered with attitude. He started off with taking no responsibility saying I agreed and signed for it...WRONG. Now Tim Hoffman will not return my calls to get reimbursed for the mistake the office manager Rude RUBEN made. This man is very unprofessional, and rude. STAY AWAY for this Office!!!!!!

To summarize: Allstate cancelled our policy with no communication and we traveled across the…read morecountry with no insurance for almost three months and had no idea because they failed to notify us via email, text, nor a phone call which could have avoided the entire situation. Long story: To start, let me just say that Tim was awesome when we set up our policy with him in June 2019. He helped us get the best coverage for our converted van and put our concerns at ease about traveling across the country in it. What is not awesome is that they cancelled our paid in full policy two months later - they could not verify our NC address, which makes sense since we explained how we were traveling for the foreseeable future and had sold our house before we left - but here's the inexcusable part. There was absolutely no effort made on their part to contact us to ask us about our residency or to inform us that our policy had been terminated. We only found out when we went to add a vehicle to the policy and to our surprise, saw CANCELLED in large, red letters. A simple phone call, or text, or email, could have resolved this. Our temporary residency was still in NC but they failed to even invest a small amount of time to contact us. I hate to imagine what would have happened to us if we had been involved in any kind of accident after they cancelled our policy. It could have ruined both our lives just from the amount of debt that would have resulted. The lack of communication is what makes this entire situation so upsetting. There are multiple ways to contact people these days and yet they failed to even use one of them. Tim knew what we were doing, even came and looked at the van, and still failed to show any interest in making sure his customers were taken care of. While he helped us out a lot on getting our policy started, the lack of communication says a lot more about how he treats his clients.

Gotta say this is the first negative review I've written on here. Dunno why I chose them in the…read morefirst place. Made several calls around and found much better options. It is not wise to rip off a veteran. Returning phone calls was also a challenge while they were representing me.

Never in life have I written a bad review. Never in life have I had such a bad and unpleasant…read moreexperience. Could not get agent to return a call prior t January 1. After two page letter, finally got a response. At that--my estimate was entered incorrectly, my name, my address and the kicker....the agent never verified income and July 1 received a bill for almost $2,000 from Blue Cross/Blue Shield (when it should have been @222.00). Now to go through appeals, etc. Very disheartening and I would be quite wary about trusting any dollars or business with this agency. The worst staff response I have every encountered. Be careful and be forewarned. This will be my first experience to file a complaint with BBB.