The banking app.......... too frustrating to put into words. You think that they would just use…read morewintrust's app or at least make one that works. Impossible to reset your password, just terrible overall

Hi , to anyone who consider mobile banking , this bank consistently fails . Application for…read moreAndroid, when upgrade required, will not allow you to upgrade / that is right ! /, meantime will permanently block access from any other device you are using to log to your account . It cannot be more paranoid then that , to say it politely . I went on Google Play comments to see what recent posts say . Yes, account holders agree with me . So, no mobile banking . So what they are for ? I think it is very wise question : Be or not to be ? Digital customer service is a joke . Why they hire these people ? Account closed . I do not need struggle with the bank , a financial institution .

Nathan is a fantastic holistic financial planner. He leaves no stone unturned when it comes to…read moremanaging my investments and finances. I feel safe trusting him with my money. My portfolios have done remarkably well under his management. I look forward to continued success in the future! Thank you!

From the owner: At Fleur-de-lis Financial, we help you focus on the stage of life by orchestrating & conducting…read moreyour financial masterpieces. Through our financial planning process, we identify strengths & weaknesses and priorities & goals. We analyze options and, together with you, choreograph a routine for financial wellness and a strategy to support and allow you to live your best life.

Great accountant and tax services. Briggs & Company has been providing services for my business,…read moreand my father's business for several years now. Very satisfied.

We have been with Mr. Briggs for 20+ years. We were referred to Bill after going through two other…read moreCPAs that absolutely did not know what they were doing. We have been treated with exceptional service and representation. Mr. Briggs has earned our respect and loyalty and, probably most important our TRUST.

I had a time sensitive matter that I needed CPA advice on. Even though it was the weekend, Erik…read moreresponded within an hour, we were able to schedule an appointment same day, got some of my questions answered, then Erik sent me a follow up email the next morning (Sunday morning) with all the questions answered!! I greatly appreciate the timely and detailed response and customer follow up!!

Responded quickly and was very helpful when it came to explaining our situation to us better then…read morewe knew ourselves!

I had an intro call that went over two hours, all great next steps but almost overly thorough (in…read morehindsight). But either way, I left the call thinking we'd have some great momentum and he promised to review our past taxes and our 2025 submission. Well, zero follow up. I signed a contract and then ghosted. Then my husband was bothered by this since I had sent him all our private info, so he called Kyle and got the same promises. Nothing again, and we keep trying to get in touch. If he's busy, just say so! But don't request all our very personal, identity documents then fall off the grid. Very very unsettling and more importantly HIGHLY unprofessional. I was looking forward to working with him! But seems like professional maturity and stability is highly lacking, beware. UPDATE FROM KFN RESPONSE: I'm a professional project manager, there is absolutely no way I would miss a meeting I had been adamantly requesting for weeks. It's disappointing how unbelievably inaccurate this response is, to the point I may need to alert Yelp itself. I tried to reach you number of times and I even had my husband reach out since it was an unknown number and maybe you'd answer. Which you did, and ghosted him as well. I wouldn't make this up, lying about it should be a huge red flag for anyone reading this.

Hired KFN to do my business tax return as well as my personal taxes. Amazing quality, value and…read moreservice. They reviewed prior years returns and found numerous mistakes and/or missed opportunities and amended them resulting in significant money refunded. We use to use one of the big accounting firms, never again! KFN is diligent, very knowledgeable and ask questions that I would have never thought about which helped save significant. overall 10/10! highly recommend!

Randy is wonderful. I had questions about filing separately due to my student loans. I called…read morevarious CPAs and he was the only one to take the time to listen to my individual situation and answer my questions. When it came to filing our taxes he was available to answer any questions we had and kept me updated on the progress. I definitely recommend his services. You won't easily find this level of customer service or quality.

I did my taxes with Randy last year. He was very good and patient with me, answering all my…read morequestions and guiding me through the process of filing my taxes. I loved his services. Will return this year.

I've used Hill & Stone as an insurance broker since 2008. I'm always impressed with the results…read more I used to buy medical, life, auto and property insurance directly through insurance companies. I shopped around to get the best price with identical coverage. That changed when I contacted Hill & Stone. One by one, they won my insurance business. Within a year, Hill & Stone was my broker for all of my insurance. Each time a policy needed to be renewed, I looked for several quotes. Each time, Hill & Stone found me comparable insurance at the lowest price. I've had claims on auto insurance. The claims were smooth--the insurance held up as expected. Hill & Stone appear to do what a good insurance broker is supposed to do: Find the best insurance at a low price. They are not committed to one insurance company. Even now, I get several quotes for all of my insurance every year. Hill & Stone continues to have all of my business. For me, it was definitely worth calling them.

Hill and Stone has always provided great customer service, great coverage options and a feeling of…read morebeing a person and not a customer

Great Service!…read more Brian was extremely responsive when I emailed about some tax questions needing some assistance. Everything was done online which made it really easy for my to fit it into my day. It was quick, affordable, and I got an exact answer within a few days. Can't reccomend Larisey & Company enough!

Brian has done an excellent job on my taxes for multiple years. His service is quick, convenient,…read moreaccurate, and reasonably priced.

They were able to help me with my current years taxes and several years of back taxes to correct…read moreand I was able to receive more money back from those years. They are great to work with and very knowledgeable.

I ended up not needing her service, but she was super quick to respond and very understanding when…read moreit didn't work out for me.

Very unprofessional. I informed Ted I had an operation scheduled for June 10, 2025, and this was…read morethe first week in April 2025, and I knew I needed to file an extension. I wound up filing an extension for myself. Further, only today, at the last minute, does he send me the return he prepared with several errors, such as a wrong address, an address no prior accountant has ever used for the return. He keeps making excuses for all his errors and even tries blaming a prior accountant for his incompetence, such as the necessity of including a balance sheet. A balance sheet is not required by the IRS. He pays no attention to details and only skims the information you send him. It got to the point where I had to terminate him, and I will need to hire a different (competent) accountant to do the returns. Avoid like the plague. Reply: With the number of errors you made, you have no basis to charge for anything. First, many statements you made are factually incorrect. The LLC does not and has never had over 250k in assets. As noted, with over 40 years of tax returns filed, not one prior accountant ever used an incorrect address, not one, only you. Second, it was clear you constantly made errors, never reviewed the entire information, as I had to keep sending you emails to correct and supplement the information you entered. It was very apparent I would never use your services again or recommend you, and you saw that coming and cut bait. It is clear you have had this problem with previous clients, and it is not new to you. Just look at the 2018 review.

I HIGHLY recommend Ted and am so thankful to have found him. I had an urgent tax matter and reached…read moreout to a few firms on Yelp. Ted was by far the most responsive. He made a daunting matter less scary and held my hand through the process to resolve the matter all via Cloud and a quick chat. Very impressed by Ted's professionalism, friendliness, honesty, and expertise; he knows his stuff! Ted is the man for your tax needs! He is the best.