Terry is well informed and has great expertise in managing money. He gives the BEST customer…read moreservice and stays in touch regularly. He is not only personable, but extremely ethical.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Ron Silverman (a.k.a. "The Money Doctor") is a great guy and a tax wizard. He always takes our…read morecalls and responds to emails in a timely manner. He's been doing our taxes for about 15 years. We've always gotten a healthy refund and no IRS audits (knock on wood). One time he was unsure about whether we could claim a certain deduction. Instead of guessing or using Google, he got on the phone and called a professor friend of his at the University of Notre Dame. We moved away from Indiana about 12 years ago and have lived in 2 other states since then, but Ron stills does all of our taxes. He's also great when you've got a tax question that you need answered quickly. Highly recommended!

From the owner: Located in South Bend, IN, Creative Financial Planning Advisors Inc boasts over 40 years of…read moreexpertise in the realm of financial planning. As seasoned professionals, they specialize in providing customized financial strategies aimed at helping clients achieve their monetary goals. Whether you are planning for retirement, managing investments, or seeking comprehensive financial advice, their team is dedicated to delivering personalized and effective solutions. Trust in their long-standing commitment to excellence and let them guide you towards a secure and prosperous financial future.

I posted a review/comments previously as to the poor sloppy and incomplete service I received. To…read moreadd insult to injury I received notification from the IRS that errors were made on the "professionally " prepared tax documents with information omitted which has incurred a significant penalty/fine. This was after using OASIS FINANCIAL for the FIRST TIME. BUYER BEWARE

From the owner: Taxes, Financial Planning, and Investment Managmentread more

They really need to do a better job of training their employees to follow laws policies and…read morestandard procedure. So mistakes don't happen! Instead of teaching them to talk members in circles and avoid answering direct questions for hours after they happen.

When you call everwise with a problem you always speak to someone courteous and helpful. However…read morethe problem is usually really stupid, like a $38 fee for a stop payment that THEY lost. You discover several years after their purchase of your bank that you no longer have free checking.. it's really stupid stuff like this that makes me want to trade them in. But the thought of redoing all my bill pay daunts me. Eventually I will I suppose.

Jared and the team made the entire filing process smooth, accurate, and stress-free. As a…read morereturning client I know personally this team makes the tax season feel effortless. If you are seeking warm, thorough and reliable service, I encourage and highly recommend prospective clients to consider Wilson Rogers & Company.

I had sent out a request through yelp for tax services with a specific question about a tax…read morescenario. I had gotten a few generic replies from other places saying their rates and to call them for an appt, but here, Jared actually read the notes I left in my request. He reach out promptly and directly addressed my question. We exchanged a few more messages and he provided me some more insight. Very grateful for the interaction!