We could not be more pleased with our decision to choose Thayer Financial as our financial advisor…read more We feel so comfortable with Deaton, Kelly, and Allison. They have been amazing to work with. Their expertise and approach is perfectly aligned to our style. Using state of the art software blended with the team's expertise, we have designed a financial plan to meet our needs. We are just grateful Thayer Financial was suggested to us by friends. It was the best decision we could have made for our future.

From the owner: Thayer Financial, a Registered Investment Adviser in Hickory, NC, provides comprehensive financial…read moreplanning and wealth management services, including specialized family office services for high-net-worth clients. As an independent firm, we offer unbiased advice and personalized solutions tailored to your unique needs. Our services encompass financial planning, investment management, tax planning strategies, and comprehensive family office solutions to manage your complex financial affairs. Our fee-only structure ensures we are compensated solely by our clients, eliminating conflicts of interest and allowing us to prioritize your financial well-being above all else.

My wife and I have invested with EJ for many years and have been very pleased with the results.read more

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.

We gave them a try-, they sent our taxes through mail even though we asked for direct deposit. This…read moreyear, they couldnt communicate clearly, moved our appointment 3 times and when I expressed that this was starting to doubt our confidence in them, I was told Id get a call back. Never did. Very dissapointing that no accountablility or even professionalism took place. Just common courtesy to respond. No respect for our time, definately was not paying attention to detail in our emails and full of excuses from the front desk. Would not reccommend.

Very disappointed in DKB CPA and his team. I received a square invoice for taxes which were…read morecompleted, but because I didn't pay the invoice when they wanted me to, they tacked on a 1.5% late fee that was not disclosed at anytime until after I asked for a copy of their policies and a copy of the form I signed agreeing to these terms, and then only received an actual copy of the invoice after I paid it, which does indicate the notice of finance charge. Mind you they charged me almost $1700 to do 3 years of taxes. Very poor customer service and communication especially if you call them out on something. I DO NOT RECOMMENDED THIS COMPANY!!!