He is a thorough and easy accountant to work with. he is easy to get a hold of and answers all…read moreyour questions right away. Ruth Durham, NC

We normally use one of the online tax filing services for our yearly taxes but I never feel 100%…read morecomfortable I have done everything right when I'm done. This year we installed a grid of Tesla solar panels and PowerWall so we could make use of the clean energy tax allowance. I felt just a little out of my depth and with 'significant' tax liability the last thing we wanted was to mess up our filing so we did not get the full benefit of the credit. I discovered J & S on Yelp and I'm so glad I did. Hugh was so easy to work with, friendly and approachable, and highly capable taking our best interests to heart. I've never seen a more complete and methodically assembled tax filing and he discovered errors in one of our previous year's filings which we will be refiling for since we are still owed a refund. This tax year we are looking at a very sizable refund from our taxes and we are a peace knowing it was all done correctly and nothing we could have benefited from got over-looked. We won't be doing our own taxes from now on but will depend on J & S to take care of our tax filing needs.

We have used Bowers Private Wealth Management for years and are very pleased with the preparedness…read morewe have for upcoming retirement. Our portfolio has been expanded and managed through the ups and downs of the markets expertly. Highly recommend.

I just wanted to thank the people at Northstar Credit Repair for helping me with my credit issues…read moreand making it possible for me and my family to purchase our first home. We made some mistakes when we were younger and had no idea that anyone could help us correct them. Thank you Sally for sending us to Northstar and for helping us buy our house we love it!

No matter how young or old, getting solid financial retirement advice is important. Mark…read moreCourtemanche has all the credentials as a charted financial planner....plus he grew up in the financial biz and followed in his dad's footsteps! My husband and I wanted someone who had experience and expertise while understanding modern life challenges. He helped us immensely! We met him as strangers but quickly felt like friends. If you need help with figuring our your financial future give him a call!

Nick and Phil spent weeks educating me on their products and answering my questions. They weren't…read morepushy but followed up regularly as I run a robotics business and am running hard. I wanted to do some business with them as they have some unique products. I asked for references and called 3-4. All were good reviews. I couldnt find anything negative at all at the BBB or other outlets, so I moved some money to them and invested. Excited to see what they can do.

Absolutely zero regard fir privacy laws and regulatory compliance. Kent Thompson added my personal…read moreinformation to their database without my permission after connecting with me on LinkedIn (using information that he obtained through combining dissociated public records and then combined in one easily hacked database) and has repeatedly refused to remove my personal information after repeated requests to do so. Emails sent directly to Capitol Financial Solutions and their Compliance representative (who no longer appears on their site) have remained unanswered. If this is how they treat an individual's personal information when they're trying to win business, I certainly wouldn't trust them with financial information--especially advice. Kent can seem to fathom regulations around PII and ethics. Don't trust him with anything else.

I met with Laird Hepburn, Managing Partner at BSG. In a financial advisor, you want someone who is…read moreclear and direct balanced with empathy and human connection. Laird is a phenomenal educator of his expertise and conveys confidence when you are searching for someone who can lead you with great insights yet takes the time to know your sensibilities and guide you through what is of priority. He is a blend of financial advisor with a therapeutic touch! His wife Monica warms up the office even more with her warm disposition, and was the first person I met. Kris Alban, financial planner, is wonderful too! I am sure the rest of the BSG team of retirement and financial planners are wonderful people to select from!

The Rosewood Wealth Management team has been a real asset to our retirement planning,We made the…read moreright decision when we met with John 2 years before my retirement.I really had not considered Wealth Management before we met our my eyes were opened when I understood all the things required for a healthy retirement plan.Along the way John has made suggestions that put us in a comfort zone as we move forward,Thanks John. Jesse Jr. and Janis Basnight

Adam my broker was exceptionally helpful and knowledgeable, and I wouldn't have been able to do it…read morewithout him.He was very responsive , very attentive and very informative

Judith Bolton is my agent and she goes above and beyond for me! She has helped me and my late…read morehusband ever since we started with them ! She helped me through the difficult days preceding my husbands death, when I didn't know what I was doing!! She has helped me and my daughters through this very difficult time and cares about us as people, as her family!! She is a blessing to me and my girls !! I will never go anywhere else for my insurance needs I know I have a dear dear friend in Judith Bolton and Agape Insurance!!!!