Worst investment decision I ever made. Returns have always been at or less than 1%. During his…read morepresentation, was never informed how the rider charges wipe out most of the interest earned. He scares you abut the market yet my returns have been at or above 7%. If you invest in FDIC online savings accounts, you can earn 4%.

He is a LIAR, I gave him $100,000 to invest and he promised me 4% on my money. Well after year I'm…read morenot making the 4%, so I called to find out and he told me, I misunderstood, Right! I should have left my money w Met Life. I'm making about .5% on my money. Do not invest w him!

Very friendly local community bank. Knowledgeable employees…read moreOffers free notary for customers If I was living in Myrtle beach I wouldn't hesitate to do business with Anderson

Recently open checking account and had problems with on line banking. Support was Not helpful and…read moredid not try to solve the issue.

McKenzie Financial Group is a company that takes keen interest in its customers. Scott, the…read morefounder, asks many important and helpful questions that get you thinking about how to best care for your retirement funds. Scott is incredibly personable and likable. He is easy to work with and is an excellent communicator. I am happy to have my funds invested with McKenzie and would highly recommend this company to anyone seeking financial advice and funds management.

From the owner: Here at McKenzie Financial Group we understand that financial planning for your future is a big…read moredecision. Rest assured that we help clients with all types of backgrounds successfully and happily retire with their financial hopes and dreams met and exceeded their expectations. I want to help make that dream become a reality for you.

They helped my elderly aunt with a simple will. It was done over Zoom, so no dragging her out,…read morewhich was perfect. Their contact with us has been good and we feel that she is satisfied.

From the owner: Guzhuna is a risk and wealth advisory firm, built on the philosophy that protecting wealth and…read moregrowing it are not separate pursuits. Headquartered in New York and serving clients across the United States and Internationally, we work with business owners, executives, and families whose financial lives require more than capable advice across individual engagements. We offer insurance, investment management, wealth structuring, estate planning, and business advisory as one integrated strategy. Our approach is built from the ground up. Risk is assessed and structured before capital is deployed. Every component of a client's financial life is designed to function as one coherent whole, from the protection of what has been built to the planning of what comes next, and the legacy that follows. We carry no proprietary products and maintain no affiliations that would influence our recommendations. Our only obligation is to the long-term integrity of the financial lives entrusted to us. Independent. Unconflicted. Built to endure.

Al Hogan and Chris Taylor have great knowledge and integrity. They are definitely who I go to for…read morebusiness planning services!

I happened to be still looking for tax help when I noticed the reply to my last review. I apologize…read morefor only giving her two stars. I have been told by several of my friends she is the best there is out there--I was just disappointed I could not get her.

I used to go to a CPA here in Manhattan because all my friend recommended him. I won't say who I…read moreused to go to, but I always felt rushed and WAY overcharged. Then I got a financial advisor and she told me to go to On Call Accounting & Tax Services out in Hampton Bays, NY. First of all, I'm paying much less than my old guy because I'm not paying Manhattan prices! I worked with Rhonda Cohen on preparing two years of taxes which I was very late on. Because I'm based in Manhattan, I wasn't able to visit their office in person. Rhonda was very helpful in talking to me over the phone and we pretty much took care of everything by email/regular mail. I explained to her that the IRS gave me a pretty tough deadline, and she really worked hard to make sure I was able to file by that date. I'm so grateful I found these guys! I am such a scatter brain when it comes to this sort of thing, and they helped me to feel like I really knew what was going on and how to stay on top of things.

walked in hoping to talk to an advisor. Were told the advisors were "out prospecting and working…read moreon other projects" and maybe be could get an appointment for next Monday(today is Tuesday) I think having to wait almost a week for an appointment is awful.

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.