The Mainstreet team of advisors provide great client centered advice and service. You will not be…read moredisappointed if you're looking for objective help with your investments and financial planning.

We have been clients of Anna and MainStreet Financial Planning for over seven years. In that time,…read morewe have been totally satisfied with the financial advice and accessibility of Anna and her team. Anna has kept us on track to meet all of our financial goals and get ready to enter the retirement phase of our lives. We recently transitioned to Liz and she has continued to provide the solid support that we have come to expect. We look forward to our continued relationship with Anna, Liz, Jim and the rest of the team. If you are looking for a hard working team that puts your financial wellbeing and interests first, you can't go wrong with MainStreet Financial Planning.

My team sends all of the clients that can't get approved for a home loan to Tamiya. She has been an…read moreabsolute blessing! I've seen her change the lives of 100's of people. She knows what she's doing, she's not afraid to fight for her clients and she has proof of all of her WINS. I've worked with other credit companies in that past and there is no comparison when it comes to the quality and care that Tamiya puts into her gift (job). If she can't help you she won't charge you. Her services are affordable and she's easy to reach by phone, text and email. You can't go wrong with this company. She has helped me improve my credit as well.

From the owner: We are a confidential credit counseling company assisting individuals with improving their overall…read morecredit scores. In addition, we offer one on one dedicated coaching, interactive webinars as well as wealth building! Why Repair Credit? Your credit score comes from your credit report; it is your spending and repayment report card. Credit reports often aren't correct, and incorrect information can hurt your score. We make sure the your credit report contains correct information so you'll have the highest score possible. How It Works Our service includes your private assessment, contacting creditors on your behalf, sending documentation back and forth, and more. We have been trained on recent laws, statutes, and credit reporting practices. We also know what items on your report affect your score the most. Why Us? A low credit score can keep you from the things you want. But did you know a low credit score can impact a lot more than just financing? Do the best thing you can do for your future. Call us today and let our experience save you time, money, and frustration.

Been trying to get a copy of my tax returns for weeks and I am still waiting for them.read more

I scheduled an appointment at this company in order to get tax advice concerning draw-down of…read moreretirement money over the next 30 years. I'd been working with a Vanguard advisor since 2013, but they do recommend you also check with a CPA to determine how to best plan for tax efficiency year after year. I went to the appointment, was kept waiting a bit (no big deal) and once I was in the office this person (Tatyana) looked at my paperwork and started in on me with a very hard sell to get out of the market and let her manage my retirement. I said, "I just want some advice on managing my tax exposure on an annual basis". She said, "I have all of my clients out of the market" she showed me a chart of market trends since 1928 forward..."the market has risen ***% since blah blah blah. How long do you think that will go on????" You are not safe in the market, now. (Well, I've been through the 1999 crash, and fortunately was smart enough to balance my investments before the 2008 "great recession") Tatiyana's pronouncements are scare tactics to doubt what you know and your own investing knowledge and skills. She was not pleasant and was extremely arrogant. She told me to think about it, and come back in a week. I did not go back. Don't go unless you are a lamb wanting to be sheared/fleeced.

As a startup founder with a young family, my time and mental bandwidth are limited - so having a…read morefinancial advisor I can fully trust is critical. Heath has been a calm, steady presence through the chaos of building a business, raising kids, and planning for the future. He brings both intelligence and empathy to every conversation, and has helped me make smart, strategic decisions without the jargon or sales pitch. I've recommended him to close friends and colleagues, and will continue to do so.

A great and knowledgeable company. I highly recommend them for all of your business and financial…read moreneeds.

So far, not very impressed with customer care at this office. Don't know if this is typical of all…read moreState Farm offices in the area, but whenever I have any questions on my policy, it always takes me more than one day to reach my agent, let alone get any answers. My assigned agent (Mr. Fairchild) never calls back. I'm always told he's either busy or not in, so I leave a detailed message (e.g., need to add my kid's new car to our insurance) with the front desk to which the reply is always that he will get back to me the same day. He never does. Nor does he the second day. I understand people are busy, so I've even tried a direct e-mail to my agent, thinking that would make it easier for him to get back to me. Never got a reply. I wouldn't mind if at least I'd get some acknowledgment just to let me know that he'll get back to me later in the week! It makes me question if I really want to have my insurance with an office that is in no hurry to address existing clients. What would it be like if I ever had to file a claim or got into an accident? Either way, I don't get the "good neighbor" treatment here and my agent certainly never "is there." I've been a long time State Farm customer, but I'm so disappointed by my experience here that maybe it's time to switch. My advice is, if you're considering signing up with this office or any other insurance company, make sure that you get an agent who is reachable. One who will at least check in with you via e-mail or whom you can expect to get a call back from within the week. You want an insurance agent you can rely on.

From the owner: We pledge to provide professional insurance risk and financial services options considering the…read moreneeds of our State Farm insureds in a friendly and caring manner. We will deliver to our State Farm policyholders fair, timely and proactive services. We are committed to doing what we can to help you meet your goals while striving to earn your confidence. We strive to be the leader in the insurance and financial service industry and community. License #: MD-195028, DC-3001379680

Very informative, professional and helpful. As a small business owner it was great to hear the…read moreservices they provide, they act as a CFO for your company or organization. Very compact all in one service that fits your business needs and budget. I will be working with them in the future

From the owner: We are a team of Financial Advisors that take satisfaction in being so much more. Whether it is…read moreWealth Management, Tax-savings strategies, Estate planning, Insurance needs, a business owner, or anything in between, we want to be the team you think of and come to.

The Thomas Firm Inc worked with me in a consulting capacity. My specific tax issues were explained…read morein detail which enhanced my overall experience. I would highly recommend the firm if you are searching for expert professional tax advice.

From the owner: Specializing in accounting, financial planning, business valuations, audits, government…read morecontracting, SBA 8a certification, GSA schedule, payroll, arbitration, mediations, tax return preparations and tax planning.

Trusted CPA, very knowledgeable, professional & reliable. I highly recommend them…read more Hassan Nazari

Nitya takes the stress out of preparing my taxes each year. The team at Nitya is responsive,…read moreefficient, and professional. I highly recommend them.