Kathryn Holland is no longer the advisor at this office. She has gone independent but is truly…read moregrateful for the opportunities Edward Jones gave her and wishes the best for this company. The new advisor is Melanie Hart, she is very on top of things, if you are looking for a good experience working with Edward Jones, you should give her a call. I can't seem to get Yelp to change the name on this, so this is the best I can do.

My husband and I have been going to Dinese for quite some time now. She is absolutely AMAZING!! She…read moreis extremely knowledgeable about the work that she does. She is a blessing to us! We would highly recommend her to anyone.

My wife and I have been using Dinese Gamble for our tax preparation for the last several years and…read morereally appreciate her honesty, her clarity, and her timely communication. I'm very glad that we found her and would highly recommend her to anyone.

I worked with Kanee Group on my business taxes, and the experience was very good overall. They…read morehandled the return carefully and made sure everything was filed on time without me having to chase after updates. The process felt organized and I could tell they knew what they were doing. What stood out most was how easy they were to reach. Whenever I had a question, I got a clear and quick response. They didn't overload me with accounting jargon, but they also didn't gloss over the details. That balance made it easier for me to understand what was happening with my business numbers. It was also nice that they kept me in the loop instead of waiting until the end to deliver everything. That gave me confidence that things were being handled correctly throughout the process.

I've been working with Kanee Group for my business taxes, and I couldn't be happier with the…read moreservice. As a business owner, responsiveness is key for me, and their team is always quick to answer questions and clear up any confusion. They handled our tax filing seamlessly and actually helped us identify areas where we could save. Highly recommend them to any other business owners looking for a reliable, proactive partner. I also appreciated the amount of work for what I paid them!

I have been working with Tiffany for 4 years on my personal finances. I can tell you straight out,…read moreI would not be where I am right now without her! I am completely organized with an excel sheet that covers incoming/ outgoing expenditures so that I am set up for recurring items, as well as prepared for one-offs. My credit cards are paid off and I have a significant sum of money in my savings (something I hadn't been able to do before). I have separate accounts such as my "weekly allowance" for things like gas, groceries, movies, etc where I can track day to day where I stand; a Vacation fund, an Emergency account, etc. It's very convenient to meet on zoom on a periodic basis to keep things lined up and flowing smoothly. The relief of knowing where I stand financially on an ongoing basis is priceless! Not to mention that she is such an easy person to work with; smart and experienced beyond general personal financial management.

Where to start? I guess by saying that Tiffany "saved" me, well she saved me loads in credit card…read morefees and saved me from so much stress! My husband had died 2 years prior and I inherited his business and some of his debt, in the grief-fog I had been making the most of those dam credit cards. I was over $100k in debt, multiple credit cards some at 30% APY and my credit score was shot. I had held off going to a financial advisor for 2 reasons - 1. I thought I knew how to get out of debt - cut up credit cards and make payments - simple (wrong). and 2. It seemed weird to spend more money when you're already in debt. But I'm so glad I did! Tiffany and her knowledge and non-judgemental approach was worth every penny (and more tbh). Tiffany provided clarity and a kick up the butt to get my debts down. Not only focusing on what I can do now, but what I can also do in the future to prevent getting in debt again. Its been over 2 years since I first met Tiffany and I can say I am debt free, credit cards are at $0 balance and low APR and my credit score is crushing it! I plan to go back to Tiffany to work on my next stage of financial growth. Do it - you will be pleased that you did!

If you're looking for an advisor, and considering making contact with Alison... make the call…read more You're going to find a completely approachable and transparent professional, and there's no reason not to explore working together. A good advisor knows how to dig beneath the money and numbers talk into the emotional realm to connect their advice to your goals and what they represent for your well-being. To do this effectively, the advisor needs to care genuinely for the people they are working with. You will understand when working with Alison that she cares - it's so obvious. Her ability to simplify complex financial concepts and provide straightforward advice is truly impressive. She has a smart approach that inspires confidence and trust, making the entire process smooth and stress-free. She makes working with her feel easy and intuitive. Highly recommended for anyone seeking a blend of expertise and personal touch in their financial advisor!

I have worked with Alison over the years on her website and branding, and more recently as a…read moreportrait photography subject. She is a pleasure to work with because she is patient and human, treating work as a relationship and not just a transaction. After including her in my Women in Finance portrait project and speaking with her more in depth about her work, it is clear to me that she really cares about her clients and their best interests-- exactly what is needed in a financial adviser.

We have been working with Elisabeth for a few years now. When we joined this group, we joined a…read morefamily. She cares deeply for her clients not only on a financial level but also on a personal level. Every time we call with a question, we are not given an answer but a lesson - she wants us to understand what we are doing. She truly loves her job and the challenges set before her. I would recommend her without hesitation!

I have been working with Elisabeth for years. She is extremely knowledgable, thorough, and caring…read more Highly recommend if you need a financial planner.

I have never really had a financial education, and having ADHD has made it difficult for me to…read morelearn how to manage my money. I had a consultation with Jennifer this week and in 30 minutes, I literally understood more about my finances than in my entire life. She was so knowledgeable and yet down to earth and easy to understand. I hung up so motivated and empowered and already made significant and impactful changes! I cant recommend Modern Family Finance enough.

Writing a review for my financial planner was not on my Bingo card for my life. But when Jenni,…read moreLisa, and Cathy at Modern Family Finance are as fantastic as they are, it has to be done. To set the scene: I don't know anything about money, or the market, or really budgeting, if we're being honest. My working class family didn't know anything to teach me, and I was resistant to learning because I was sure it would mean discomfort at best and shame at worst. Luckily, opposites attract, and my spouse is a Responsible Adult who wanted to manage some inheritance in addition to our weirdly/ unnecessarily complicated financial situation. Enter: Modern Family Finance, referred to us by a friend. In my mind, they are fantastic for three main reasons. 1.) Based on what I just described, you will not be surprised to learn that I truly have no clue as to the wizardry they do with investing, but I love this. As far as I'm concerned, my accounts are like little Tamagotchis that I get to occasionally login to check and see how they're thriving. Our money is doing great, our finances are tidy, and our goals are being met! My Responsible Adult spouse DOES want to know, and Modern Family is an open book and wants to teach. Everyone wins! 2) The whole process of working together centers around YOUR particular and specific needs, goals, and personal priorities. They keep in mind both short term needs and long term visions to help you get and stay on track. I really appreciated the emotional intelligence and care Jenni brings, especially to our early meetings, and I still think about the questions she asked to help us understand our own relationships to money, and what needs to heal to move forward. They truly work with you where you are. Their approach is clearly not just about managing money, but building quality of life and empowerment. 3) They are truly the kindest people you could hope to work with. Getting me to respond to an email about life insurance or the 401K from ten years ago is like trying to put a cat in a bathtub, but somehow, miraculously, they don't judge. The team is thoroughly patient, kind, ridiculously detail oriented, and in general the most delightful people you'd hope to meet. As a queer couple navigating major life transitions, they give us clarity, patience, and structure without overwhelm. We'll be clients for life.

I've worked with Alliance Accounting for bookkeeping and taxes and have been consistently…read moreimpressed. Omar and his team are responsive, detail-oriented, and easy to communicate with. What really sets them apart is how proactive they are about planning, flagging opportunities, explaining strategies in plain English, and helping you stay ahead instead of scrambling at the deadline. Everything is organized, timelines are met, and the whole process feels smooth and low-stress. If you're looking for a reliable accounting partner who actually thinks with you (not just fills out forms), Alliance Accounting is an easy recommendation.

I've been working with Alliance on my taxes the past few years and my experience has been…read morewonderful. Top notch team with in-depth experience, attention to detail, and a personal touch. Thanks Omar!