Great guy, happy to have him handling my retirement goals now. He is a "must meet" personread more

From the owner: ✯ Financial Advisor ✯ US Army Veteran ✯ TSP Options ✯ Retirement ✯ Early Retirement ✯Specializing…read morein Federal and State Employees/Retirees 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. Also available by appointments outside of business hours.

4/17/23 UPDATE: Robb…read morehas moved to the East Coast and still takes care of his West Coast people too.. I actually do pretty well on my own with taxes but always something odd comes up just when it goes well for a year or two.. For me, this year I realized I've been handling my federal disability annuity retirement wrong as I could have retired 5 years ago and just realized it as it's the year I actually planned to retire. It affects paying taxes or none, complicated with SSDI and possibly amending previous years... is it worth the hassle? Robb was awesome as always to spend time in a 30 min Zoom call to help me sort through things. It may not have seemed like a lot to him, but it definitely helped and reassured me in the direction I need to take and what is best for me and did it all as a consult without a fee.. He still takes time to truly care to help others. The East coast is lucky to have him and still happy on the west coast to be able to reach out! ____________________________________________________________________________

Robb is, hands down, the most competent, caring, responsive and honest CPA I have ever worked with…read more I spent months trying to find a good CPA for my small business after some negative experiences with previous accountants and tax firms. Robb has risen to the occasion. He is very responsive and timely, clear about what he offers and thorough with his responses. He is very knowledgeable and is now doing not only my personal and company taxes but our bookkeeping. He has made excellent recommendations for other financial professionals when I have asked and has even sat in on a few long conference calls with me when I've consulted with financial professionals he recommended. I am incredibly impressed. If you're looking for a competent, timely and responsive CPA, bookkeeper and/or financial planner, look no further. Robb is fantastic.

Great service, great advisors if you want to invest, want to have an insurance for yourself or a…read morelove one and tax services.

I can't say enough good things about Ostberg and associates. Rob Ostberg is a very knowledgeable,…read morehonest individual that has not only managed my retirement funds but also my mother and father's. He wants to know what your goals are first before planning a successful road for your investments. Want little or no risk? Done! Willing to take a little risk? No problem. I have always had a fantastic response time from this company. Have a question or need a meeting? Not a problem. The people who work here remember names and faces making you feel like you're working with friends. I can't say enough positive things about each and every person I've encountered in this company.

My 401k is handled through this company. They're extremely difficult to get ahold of, often…read moreunresponsive, and you'll find yourself waiting forever for a response that never comes. Today was my last straw: I waited three hours for a promised callback, eventually called them again only to be left on hold until the line went dead, and then had to call a third time only to deal with a rude receptionist. I ended up having to leave my work and go into their office in person, just for some simple information! I really discourage anyone from doing business here. It's not worth the stress they will cause you with their awful service.

Nelson is a great help for my company, he sends reports every month on how my company did each…read moremonth, takes care of all of my Quickbooks needs, and any paper work I needed completed he takes care of with no issues, very professional, responds quickly to any questions or things needing done in quickbooks, great at invoicing and taking care of everything on that side of things for my company. I highly recommend him for all of your business needs or personal needs. Thank you, Nelson!

From the owner: NJAE Financial Management provides advanced accounting advisory, multi-year accounting clean-ups,…read moreand full-cycle monthly accounting support for businesses that require accuracy, timeliness, and high-level expertise. We specialize in bringing financial clarity to contractors, real estate agencies, law firms, insurance companies, medium-large businesses, and growing service-based businesses. Our services include: • Multi-year financial clean-ups & historical reconstruction • Accounting support & bookkeeping • Monthly financial statements & analysis • Payroll & compliance support • Budgeting, forecasting & advisory We Work With: QuickBooks Online, Sage, Zoho, Xero, and DoorLoop. (Services: On-site + Remote nationwide) We’re more than accountants, we act as financial partners delivering consistent monthly accounting, financial insight, and guidance built for sustainable growth. Let’s work together to build a stronger financial foundation for your business.

Outstanding financial services, from bookkeeping to investment advice, financial planning and…read moreretirement planning! Dave, Cindy, Kathy and Karen are all a true definition of 1st class. I have been using them for a dozen years now and have never second guessed their decisions about my personal and business finances. Couldn't ask for 4 more professionals!

From the owner: Accounting Services Work with you or your internal…read morebookkeepers to keep you on track for your financial goals, through cash flow analysis, projections, and identify your opportunities for improvement to your bottom line. No bookkeeping? We can help! Individual and Corporate Tax Preparation Prepare and file your individual, small business and corporate tax returns As a client receive the benefit of tax planning to optimize your tax liability, and leverage the new tax laws.

I found this company when I was contemplating filing business and personal bankruptcy. Not only did…read morethey save and breathe new life into my business, but they saved my family home which was used as collateral for my SBA loan. It was complex, challenging and lengthy but so worth it at the end. Couldn't recommend enough!

These people are robbers. I have personal experience with these people. They will impress you when…read moreyou talk to them, and make promises, and of course you will believe them because you are desperate for help. They will convince you to retain their services for few thousand dollars a month. When you ask for progress, they will tell you that they are working hard and to be patient. And if you are late on your payment, you will get a nasty intimidating call that is threatening and bullying. Their sole purpose is to collect money from you for doing nothing

Eric is a great person to talk to if you're interested in doing any socially responsible investing…read more He is a thoughtful and conscientious advisor. Give him a call and set up an interview if you think you might be interested.

We have relied on Eric Bright at Pennyfarthing Investment for several years. He has a deep…read moreunderstanding of markets and the many ways to approach investing. His guidance is superb.