Invested money with them. No human ever reached out to me ever. Now today I get a letter stating…read moremy money has been transferred to another account. I call customer no service and get told not their problem. The money went to NJ. Well it's not on the website they told me to file the claim on. Tell them that and they won't give me any other information nor is there anyone who I can speak to. Can only email the client account email. So beware your money can disappear.

401K and wealth management at its best! Steven helped me out with more needs than believable. I was…read moreleaving one firm and going to another but didn't know how to properly execute a 401K transfer or what to even do with it... Steven was there to basically hold my hand! The relationship continued and now I use him for all my investment needs! Would 100% recommend to everyone!

My family and I were referred to Daniel by an associate and we never looked back. We had a great…read moreexperience with Daniel as he was very courteous and understanding of our circumstances. If you need a financial advisement look no further than PWG!

From the owner: PWG Financial is a client focused, multi-layered financial services organization providing…read morecomprehensive wealth management solutions tailored to your needs. We specialize in financial advisory services, life and health insurance, tax consulting, estate planning, TPA services, and other key consulting solutions for individuals, businesses and non-profit organizations.

Did my taxes here because it was very local, and I was pleasantly surprised. Paul is the man! Super…read moreknowledgeable, had an answer for every question. Very professional and friendly, highly recommended

Paul goes the extra mile to make sure you get all the possible tax refund that is possible. He's…read morealso great on financial planning.

This update is in particular for Stephanie. She didn't do her job well and lies. She got caught in…read moreseveral lies when being asked why it took two months for me to hear from anyone after I reached out multiple times via multiple methods. The logic she provided in responses were contradictory. I hate that i wasted my time and money with this business.

I gave them three simple things removed from my credit took two years to remove one I paid them…read moretheir fee what they asked for and they would charge me $100 additional for every single thing they remove which I didn't know about that's fine then they had me connected to identity Q for two years I was paying their bill for nothing I never use the service I don't even know what's going on so I finally got fed up and I close the account with identity Q and I sent a more credit email also saying I no longer need your service because when I get in anywhere I don't know where I got emails from identity Q they reactivated my account gave them my different debit card information to activate it without my consent without letting me know and they were using my information I felt I thought I was safe with him with my information I guess not I will never recommend them to anyone the time they take you could get it removed yourself for free

Would highly recommend very good people get the job done super fast 10/10…read more Cater to every need and make things very possible for me thank you

Ms. Barinova possesses all the the qualities and gifts we wish we could encounter everyday:…read moreknowledgeable and trustworthy, responsive and proactive, thorough and client-centered. Every single interaction was excellent. I could not recommend her more highly.

I contacted Julia Barinova as I was referred by another member of a Facebook group dedicated to…read morefinance. We discussed all issues of concern with Julia and my husband, especially planning for long-term care at retirement age. Was presented with a detailed analysis of available options and we decided which ones we will pursue, all with very strong insurance companies. Julia helped us apply to 3 companies, supervised the underwriting, guided us, and we got approved relatively quickly and got strong and comprehensive life and Long-Term Care policies. Life insurance has great living benefits. We are quite insurance-minded and feel very comfortable with this newly found degree of protection for various life circumstances. Julia is a professional. Knowledgeable, responsive, and courteous, she answers all questions and takes time to speak to the clients and explain. We highly recommend Julia as the insurance broker!

excellent service and highly professional accounting. Great experience, highly recommendread more

Very professional! It's my first year using this firm & I must say meeting him personally was a…read moreplus. Very pleasant to work with. Hopefully he will be my CPA for many years ahead.