I have been working with MBTS for almost two years. Extremely happy with my experience; the team…read morehas gone thru great lengths to streamline my bookkeeping processes while accommodating what seems to be a never ending stream of accounting challenges. For example MBTS helped keep my books and filings in order for Japan, EU and Canada as my business expanded.

Mike and his wife are an outstanding team who pair up to offer you the very best service you can…read morefind. Mike McGovern offers complete accounting and tax return services. We've used this office for years and we are very satisfied with the personal touch and professional work they provide.

I am a Greenwich Investment Management client who has experienced strong, steady, positive returns…read moreas well as some outstanding performance over the years. The firm's investment philosophy is atypical of what you find with most managers. Cash income from investments is a significant part of the performance. What this means is that my portfolio manager does not necesarily need to sell profitable investments to genrate the funds needed to buy new investments. This helps keep my capital gains taxes low. The firm also specializes in the kinds of municipal bonds that are typically managed within a mutual fund; but because the GIM portfolios are individually managed, my experience has been that the total return is greater than a mutual fund's return. The firm caters to high-net-worth individuals, so this is not a place for someone with a small portfolio.

*** Investor Beware*** I had TJT manage a significant portion of my retirement account for about…read moretwo years. They were happy to take my money in terms of fees but did not place any trades in my account in the two-year engagement that I had with them, missing several opportunities to grow. A real shame because I had placed all my trust in them as my financial advisors, and they severely disappointed me. There were so many opportunities to invest, and for all their so-called wisdom, it doesn't benefit their client a single bit. You are better off managing your own money yourself rather than trusting these "false" experts.

I've worked with TJT Capital for over 20 years. Jim Cook & the team have always provided…read moreprofessional, honest & well thought out advise during many type of market conditions. They focus on the fundamentals, avoid typical media hype & have been very helpful in managing my IRA during my accumulation of assets & during distribution of RMDs. I would strongly recommend talking with them if you're looking for a good team to help you manage your assets / IRA / etc. Ernie Kulik

Unexpectedly, I came into a situation in which I needed to structure an installment sale on a…read moresignificant asset, on a short timeframe. Part of the reason I had such a short timeframe was that a team of lawyers and accountants I had retained (who were good general tax practitioners but, it turned out, were not familiar with this niche of tax law) had been running circles on this issue and not coming up with good answers. As time was running out, I turned to Google, and 4Structures came up with a very helpful article on the topic. I called the number on their site late in the day, and John Darer picked up directly. He was about to board a plane, but I explained the situation briefly, and he said he was pretty sure he knew the answer, but he'd do a little extra research to confirm while he was on the plane (via wifi), and would call me back after he landed, later in the evening (well after normal work hours!) Sure enough, John called back as promised, and had a very clear answer and plan of attack for the issue moving forward. We solved the problem very soon after that. I couldn't believe how simple he made this process, when teams of other lawyers and accounts had failed. If you have any issued related to structured installment sales, John is your man. He is very likely one of the top experts in this field in the country, and he's incredibly affable, generous with his time, and offers unparalleled care and service to his clients. Thank you John! I will be enthusiastically recommending you to anyone else I know who needs support in this field.

John D. was extremely patient and understanding of my settlement challenges. He provided many…read moreoptions and strategies for me to consider. Also, John went through an extensive amount of information about my settlement that I had no prior knowledge of which was educational and sufficient. I would recommend John and use his services for sure.

Broad Financial helped with my self directed IRA. At the time I was using another IRA custodIan…read morethat suddenly closed my IRA account. Broad Financial had the expertise to help me move funds keeping them in the IRA and helped me setup a self directed checkbook IRA that allowed me to purchase rental properties within the IRA. They are great at answering questions and give me the confidence to invest with my IRA

I contracted with Broad Financial to prepare my self directed IRA trust…read more Services were excellent. Would recommend.

Friendly experts. Always save me money and update me on procedures and remind me when to file. I…read morewoul not be able to run my business without them. I highly recommend Chris Kopf and Mike Haesche if you are looking for business or personal accountants. They have been helping my husband and I for about a decade with both personal and business accounting.

I recommend Mitch to my clients for unbiased advice on all life insurance products- whole life,…read moreterm, and annuities, as well as pension planning. He has a wide range of knowledge and expertise, is practical and always tries to find the best fit for clients while keeping cost in mind. I can't recommend him highly enough.

Decided to get around to hunting for a local CFP and starting searching for local ones online. I…read morecontacted this guy via email. If you are a dual income household under the age of 60 or a woman, don't waste your time with this guy and just move on. What could have been a two sentence reply stating that he couldn't work with people like us which would have been fine ended up being a 10 minute phone call that I would have rather not had at all. Attaching screenshots from his website indicating the reasons why we thought reaching out to him was a good idea, but also adding some highlights here: "Get an assessment of your savings and prioritize the key things you need to do financially for a one-time flat fee." "Retirement Income - Where will my income come from when I retire? How can I have more to spend? 401(k) Plan Advice - How much should be saving for my ideal retirement? Am I ahead, on track, or behind? Switch from Savings to Income - How do I turn my savings into monthly income and make it last?" "Be prepared for economic events like Social Security reduction, declining markets, large medical expenses and more. Stress test your plan to address the things you feel could impact your future." All of these things are sensible reasons to work with a CFP, right? Let's read on: I had reached out to him to start inquiring about comprehensive financial management for our household, a dual income family with us being in our thirties. He called me specifically to tell me that most of his clients are in their 60s and that "where I come in" is when people actually retire and need help managing their retirement incomes. Okay, fine. I specified that we'd be looking for a review of our current situation to ensure that we were on the right track for all financial matters: retirement, emergency planning, future family planning etc. I stated that we're using a roboadvisor for IRA management as well as have two 401ks that we're maxing out. Upon hearing this, he stated that we were "probably fine" with what we were doing with the roboadvisor and then paused and stated in a surprised manner, "Oh, TWO 401s." I confirmed this and stated, "Yeah, from each of our respective employers." Yeah. Two 401ks. Because we both work. We're not a single income household. And we both make enough to justify contributing to both 401ks at full or near max capacity. At this stage, I had been trying to end the call but couldn't get a word in as he kept talking. He then proceeding to reiterate his points one more time, and advised me, rather dismissively, to just reach out to Fidelity for help in figuring out the situation with my 401k. Um, sure. If that was the only thing I had to think about, I wouldn't be thinking much about trying to use a CFP, would I? I thanked him for his time and moved on to the next person on my list. Ladies & people under 60+ who aren't still living in the 1950s: don't bother wasting your time. Give your payment for services to another CFP who won't make gross assumptions on the phone.

Always available to discuss account. Provides constant updates and explanations on what is going on…read morein the market.