Howard was extremely knowledgeable and personable. He made sure we were informed throughout the…read moreprocess and we plan to go back to talk further about our goals and investments. Plus his dogs are super sweet!

My husband has been using Howard Slutsky's services prior to our marriage. When debating who would…read morehandle our first joint return this year, he won out. I was pleasantly pleased with the service. Ben was our point of contact and was extremely responsive, professional, and friendly. I had an unrelated question this past spring and he went out of his way to help steer me in the right direction; even made a call on my behalf. I would recommend this CPA firm to anyone who values great service!

VERY slow response time to my trying to open an account. Took 3 weeks to get an appointment and…read morethen 4 weeks after that for another response. First time I was informed my account rep mother had died the second time too many people on vacation. They finally got back with me but by then I figured if they were like this to new customers it would be worse after I opened a brokerage account with Legacy Group

Sense of honesty, taking the time to fully explain options to better prepare us for retirement. In…read moremy estimation, they went above and beyond.

First off, I have used multiple firms over the years. WG&C was recommended by my law firm as I…read morestarted having multiple issues with my former firm and was getting IRS notices. Josh and Team got my business and personal returns back on track and have been my and my business CPA experts since. I have been working with them now for over 3 years. Highly Recommend and have referred other business's to them as well. Knowledgeable, quick and a great value! True experts here!

John and his staff are not only detail oriented, but they work hard to educate and support every…read moreclient. Great firm!!!

I debated over writing this review, being as I'm the owner's sister. Let me be very honest with…read moreyou all. We were raised in a family of honesty and integrity. In my life, I would genuinely not recommend a family member or friend for a job or recommend their business unless it was really that good. Money is so personal. I am forever grateful that I have one of the hands down best financial advisors in the world and I don't have to question one single thing he does. Not because he is my brother, but because he has a passion for helping people and constantly learning about his craft in a way that people just don't anymore. If for some reason I wasn't speaking to my brother, I'd STILL give him my money and recommend him to everyone. This man knows what he's doing. Look at his credentials, check out his history, it speaks for itself. But most of al, just schedule a meeting with him, get to know his heart, and you decide for yourself because that's what this business is all about. You need to 100% trust your financial advisor, it is very personal, and so you should take the time to personally get to know who you are considering. So while I'm so lucky he fell into my lap as my advisor, I truly do not feel that is why he remains my advisor. He is dedicated, trustworthy, and extremely intelligent. He listens to my situation and what I want to do with my money without judgment and partners with me to make my financial dreams come true. I feel bad for anyone who doesn't work with him.

The essence of this product is essentially "market timing." There's no data that this actually…read moreworks. As illustrated by the other review, Adam reserves the right to not listen to you about your trades. As in the other person's case, I lost a lot of money, in a much shorter period of time. I was uncomfortable with what was happening and wanted to change my portfolio allocation. They said no. Adam literally said to me "It's not like it's real money anyway." It certainly was when I gave it to him. I called the bank where he keeps client funds and had him removed as the manager from my account. I get the same portfolios, at a lower rate, and they do what I ask them to do when I ask them to do it.

Not only did Financial Comfort Consulting help me jumpstart my business venture, but I also…read morereceived the help I needed to restore my credit. Mrs. Houston is very knowledgeable about so many areas of business that I learn something new with each interaction. I would recommend any and everyone to this business.

I've done my returns with Howell Associates for 6 years. As a small business owner they are…read moreabsolutely terrific. Organized, responsive, secure. Everything you want in an accountant. Craig and Jodi are terrific.

BBI ACCOUNTING offer services to commercial clients and individuals for more than just tax returns…read more I find the contact in the office for any question gets me an immediate factual response. When I found them, BBI accounting, I honestly didn't know how I would feel about services or treatment that they would offer me. I am very very pleased, and I have recommended them too many friends and family that are both individuals and that are entrepreneurial seeking accounting supports. https://bbiaccounting.com/

I've been coming to Jerry for my taxes for at least 5 years, maybe longer. I think he does a…read morewonderful job and he is always extending his hours, even to the weekends, when tax season gets hot and heavy. He's got your best interest in mind and will help get you through April 15th!