I have worked for the firm for a couple of years and can say that the advisers and staff are…read moreknowledgeable, dedicated to our clients endlessly and committed to work for our clients best interest. I have never worked with such a honorable group of people and am reminded often by our clients why they put their faith in us.

Definitely a fan of LeFavi so far. Chris Light has been a pleasure to work with.read more

Really enjoy working with Brian and his team. I am a small marketing agency owner and we have gone…read moreinto detail about tax savings plans that work for me. He's also no stranger to filing in multiple states and since I do like to move around a bit, I'm confident Brian can get the job done. In addition to making sure taxes are all set, maximizing some savings & planning for the future, he also acts as a CFO for the business. Happy to have him as an extension of our team. I'd recommend his services to everyone!

I've worked with numerous accountants. Brian is fast, efficient, and has reasonable pricing. He…read moreprovides both advice as well as execution. Very glad to be working with him.

I needed somewhere to start my portfolio and help me prepare for my financial goals. I had a free…read moreconsultation with Axex Financial and they helped me get started and taught me about the basics of financial planning and investing.

From the owner: At Axex Financial, we begin our conversations with our clients by getting to know your personal…read moresituation and needs and then searching the world of financial options to find the appropriate fit for your situation. We pride ourselves on being an open architecture office, meaning that we are not beholden to any particular product or product group. This gives our firm the unique opportunity to always find the appropriate product for you, not just the best fit from what we happen to have available.

My husband and I just met with Jerry Jones. It was a wonderful experience. He met us where we…read morewere at with no judgement. We felt like he genuinely listened to our needs and helped to advise us for financial security in retirement. There was no pressure or upselling for commission. Jerry was very knowledgable and fair. We will definitely be sleeping better tonight knowing that we have a solid plan in place for our future and someone we trust to call if we have any questions.

From the owner: Financial planning services offered on an hourly rate. No products to buy, investments to make,…read morecommissions to pay. Only pay for what you need.

I would give 0 stars if I could. Having to deal with a 401k Power of Attorney. Submitted the…read moredocuments and was told it would be 3-5 business days to process and even have an email showing it. Called Customer Service and they didnt care and told me the process was up to 4 weeks! This isn't using the funds for my benefit its for someone else. No one takes accountability - and no one is willing to do anything to help or make up for the misinformation besides they could put a note that I was requesting it to be expedited despite the fact that I have to be the one calling in order to get any communication whatsoever. When I talked with a manager all they said was to call back in in a few days to see if there was any progress - again asking me to follow up! No accountability whatsoever. What an awful company experience.

I call them up repeatedly and they put me on hold. They won't update my phone number so I can use…read moretheir website and transfer out my hostage retirement account.

I am very impressed with SLC Bookkeeping and Matt R. specifically. I was looking for help with my…read morebooks (I own a small retail business) and had a friend who pointed me to SLC Bookkeeping. Matt followed up my email almost immediately and then gave me a call also. I was overwhelmed with how honest and helpful he was. Matt gave me great advice on what to do for my business, and even told me that honestly he didn't believe they were a good fit for my business given my finances. Matt told me outright that he figured it wasn't worth it to hire them given my situation and their cost. I greatly appreciated him telling me the truth rather than just taking my money. The advice he gave was sound also, he spent probably 30-45 minutes without charging me anything to give advice for programs to use, simple ways to integrate programs, and even pointed me at another accountant who might be more inline with what I need. Even though I didn't end up working with them I would recommend them based on their honesty alone.

No more shoe boxes!! I have been a small business owner for 14 years. Over that time I have had a…read morefew bookkeepers and they did their best but nothing was every very clear to me. After giving up on small operators and local folks I went on a journey (google) to find someone who knew what they were doing and I am so glad found the SLC team. I was concerned that they were out of state but that turned out to be a non-issue. The set up process was long and complicated and you should know you are in for a very thorough experience when you hire them. The fees are daunting to a company my size but it is the best investment I have made in my business. They started from scratch and built my QB on line that is correct and detailed and I can feel confident that not only is my data accurate for tax purposes but I am finally able to leverage the historical data to forecast for growth and avoid costly future mistakes. Derek is one of the most amazing people I have ever encountered. He has been my savior through the entire process. He is part time cheerleader, occasion stern father figure and continuous advocate for me and my business. I would not be in the position to even ask for forecasting without his efforts. This is the most confident and comfortable I have ever felt about my business financials and the SLC team deserves much of the credit.

Trusting Rob with my money is trusting Rob with my life. I was not happy with my prior financial…read moremanagement service, and so I switched to Rob. He's been great! He is incredibly responsive, knowledgeable and dependable. He takes the time to work things through with me to best meet my needs. He is supportive and kind. He is just the best!

Rob has been our financial manager for a few years now and we could not be happier. He is always…read moreavailable for questions, he is incredibly knowledgeable and easy to work with, and we feel confident our money is in good hands. Rob has been great at being upfront and honest about our financial situation and is working with us to help reach our retirement goals. He is always willing to discuss the current market and calm fears about volatility. I highly recommend Rob!

The 2 brothers are scammers. They take advantage of elderly people by giving them false and…read moremisleading information.

Contacted B.O.S.S. after hearing advertisements. Learned some valuable information. Looked into…read morepossibly changing my life insurance to them, but made it very clear NOT to change it without my approval. Last week I received a letter from my life insurance company wanting to know why I changed and wanting me to change back. WHAT? I did NOT change. I have contacted the insurance commission in Utah and plan to file a formal complaint.