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.

Who likes buying insurance or developing their retirement portfolio? Jim Brewer, that's who!…read more If you're seeking a reliable, honest, hardworking financial services and insurance agent, you just found him. Jim and his staff have been helping people just like you acquire the best insurance policies and retirement investment accounts for over 40 years. If Jim doesn't know the answer, nobody does. When you meet with Jim, he'll make you laugh with his personable humor while addressing your every concern with the utmost professionalism. Jim represents Lincoln Financial which is one of the largest and most stable insurance and retirement services companies in the country today, so don't worry, you're in good hands...uh, I mean, good company. :) I've enjoyed my relationship with Jim and his staff thoroughly for 10 years now and have always turned to him for my Life Insurance and Annuities products. I haven't lost a dime and my premiums are low. Give Jim a call today. Tell 'em Roy sent you!

I have entrusted my investment money to Jim for almost 18 years now. During that time he has put my…read moremoney into investments that are stable; yet offer some degree of growth with a steady percent of increase. That may not seem like much, but if you look at the last 10 years, a lot happened in the economy that has caused people to lose around 30 to 40%. Jim has given me steady percent increases during that time without any losses to my total base. If you want to put your assets into a steady growth situation, with various choices on how much risk you want to take, Jim is your man. Tell him that Rick S. sent you.

If you want a trustworthy and honest accountant. This is the firm to check out, all of the staff is…read morefriendly and knowledgeable. So, if you need assistance with tax planning, bookkeeping services, business valuations, etc. Check this place out, you will end up leaving as a very satisfied client.

A quick high five to this company for two outstanding gentlemen (Mike D. and Alec M.) who through…read moretheir nonprofit, "Educational Retirement Advisors" gave my husband and me an in-depth, impartial and thorough account of our financial situation. They were candid, yet friendly as they gave us multiple choices taking into account our personal financial conditions. We felt confident in moving forward as both men worked well as a team incorporating their various financial /economic skill sets.

This person stole my phone number and fraudulently used it to apply for a loan. As a result, I'm…read moregetting bombarded by phone calls several times a day by ppl asking to speak with "Lionheart" . Whoever you are sir, youneed to remove the phone number you used to apply for said loan. I have spoken with a lawyer over this matter.. if I was anyone I would never use this company or this person for anything

I'm Erik Werlin and I'm the head of video production at Lionheart Motivation Factory. In the time I…read morehave worked with Lionheart I have learned and seen first hand his energy and passion for helping people. He always puts others first and grinds all day and night for his clients. He always gives 150% into his work and making things happen. Working at Lionheart Motivation Factory I bring my 10 years of video production experience to our clients and work to develop a strategy to market themselves and their businesses with the best tool for the online world through video.

Tim and his team have consistently done a great job preparing our tax returns. Some years ago, Tim…read morespotted a rarely used deduction related to foreign income that saved us a lot of money on our taxes. Their service is very good. I was also a client years ago when Bill Jacobs owned the business, and have found that it continues to be a strong company under Tim's leadership.

The folks at Bottom Line are super helpful, proactive, and give me great advice!read more

Nathan and his team have been helping business owners during the current economic clients. They…read morewent straight from tax season into helping their clients secure funding through the SBA. It is impressive to see an accounting firm pivot to save their clients, employees, and their families. Thank you very much

I rarely write reviews, good or bad, but I rarely receive the kind of experience that I did working…read morewith Nathan and since there were no other reviews I felt people should have a heads up. I've worked with Nathan for the past two years, he handled my taxes in 2019 and 2020 as well as my PPP Loan Application. Taxes: I never felt the benefit of working with Nathan versus using Quickbooks/Intuit which I use for my business. After talking with a few local agents (I'm in the Washington D.C. metro - not exactly the cheapest area) I learned that they were paying their local tax person significantly less to handle their taxes despite the fact that they had earned more and had more complicated financial situations. While I don't remember for 2019, in 2020 Quickbooks estimated my taxes to be almost identical to what Nathan found - but of course, filing with Quickbooks would've been much cheaper and easier. PPP Loan: This is where things really fell apart. It wasn't until just before the 4th and final round of the PPP Loan that I realized my business was eligible to receive the loan. However, I was hesitant to move forward given the cost of Nathan's service to file the paperwork ($1,200) and the uncertainty that I would be approved or what the amount would be. Nathan assured me that the amount I would be eligible for far exceeded the cost and that he would not only assist with filing the loan but the forgiveness as well - and that the cost of his service was a split payment with half due to get started and the second half later. Like with my taxes before, I was slow in getting the paperwork to him, but he assured me that everything had still been delivered to him in time. I wasn't approved for the loan, I believe due to time expiring, but I don't fault Nathan for the fact that I was not approved - I want to be clear about that. What I do blame Nathan for, is this: 1. I was charged the full $1,200 upfront despite him telling me otherwise. When I asked about this I was told he had just changed payment systems and it was an error, but that I would've had to pay it anyway later on so too bad. 2. The amount of communication I received immediately after he had billed me $1,200 for the loan became almost non-existent. I had to reach out to him multiple times on several occasions before receiving any sort of response. I eventually requested a PARTIAL refund for the PPP Loan service I had paid for. I was told $600 upfront, and $600 later. I said I had no problem paying the $600 for filing the loan but that I had a problem being fully billed when that was not what I had been told, and that the entire service was not completed and could not be completed - there's no way to provide the forgiveness assistance portion of the service when the loan was never received. With all of this happening through email, Nathan finally scheduled a time for us to talk by phone... 3. Shortly before the time we were supposed to talk on the phone, he asked to reschedule because his wife wasn't feeling well. I agreed and asked when would be a good time (all still through email) and he told me Tuesday morning (it was a Thursday or Friday). Finally, on Wednesday evening I sent him an email saying how unhappy I was that I STILL had never received a call from him. --- My Main Point Is This: --- By this point, between taxes and PPP Loan services, I had paid Nathan over $2,000 for his services over the past 2 years yet there is zero feeling that I am a client Nathan cares at all about - he can't even pick up the phone to call me. Save yourself the time, money, and frustration by working with someone, anyone, else.

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.