This is the best investment firm. The location is so convenient and accessible. The advisors are…read morevery welcoming and friendly. Of all the investment firms I've worked with in my years, I like Fidelity the best.

Everything is excellent in this location. Servicesare real good.very Environment is very clean and…read morevery nice! My Consultant or Advisor; Michell Collin FP is very professional and friendly. I like the way she takes care of custom's needs, answers all kinds of questions kindly. She is intelligent and patient and works very hard and most efficiently. I like her and Fidelity too.

After going to several enrolled agents and CPAs, my brother introduced to this office and I am very…read morehappy. I met with David to explain about my IRS problems. For some reasons, I was constantly getting letters from the IRS with an increase in my tax bills and errors with my returns. I did not know the reason for this. David assess my IRS correspondences and knew immediate the solutions. He gave me several options and was able to get my business straighten out with the IRS. I have not had any other issues with the IRS since. His office has been extremely helpful and all contacts were professional. David even assist me in restructuring my business to a Corp to Corp and saved me a reduction of half my tax bills. I am glad I finally found a CPA that I trust completely. And his advice and insight are invaluable in helping me understand all this confusing tax stuff.

I was looking for a new CPA and found David with his amazing staff. And Thank God for these Tax…read moreProfessionals! They make filling your taxes easy and the customer care from Wendy is caring and welcoming. Even though filing taxes can be stressful, these Professionals take that burden off of you! They are a True Blessing

Great experience start to finish. Spencer was polite & kind & professional in assisting with my…read moredeposit. It was not busy, but I was courteously greeted by two other customers. I suppose happiness brews here~

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

Working with Sean has given me the best tax experience I could imagine. As someone new to the world…read moreof consulting work as well as managing my payroll and W-2s, they did an incredible job. There was fast and consistent follow-up; Sean and his team really spent a lot of time with me to make sure I understood all of my tax options and implications. Sean put together my tax return quickly and efficiently and went above and beyond to find deductions that I didn't even realize were possible. I highly recommend Sean Butler CPA!

Been a client of Sean's for years. Unfortunately numerous attempts to communicate with Sean over…read morethe last month have been ignored. I can not recommend this accountant.

Lusia is a very good financial planner. She is also a good investor that keeps me diversified…read moreproperly for my whole portfolio. She is very honest and explains things to where I can understand. If she's talking too fast all you have to do is tell her to slow down a bit so you can catch on, cause there is always a lot of information for her to give you during her appointments. She has a lot of appointments and it takes her a long time to prepare for each Individual appoint (every person has different financial needs) so if you make an appointment please keep it. It's in your best interest

From the owner: Specializing in: - Investments…read more- Mutual Funds - Retirement Planning Services - Financial Planning Consultants - Financial Services - Investment Advisory Service - Annuities & Retirement Insurance Plans - Investment Securities - Stock & Bond Brokers - Financial Planners - Financing Consultants - Pension & Profit Sharing Plans - Stock & Bond Transfer Agents - Investment Management