I needed help with a tax issue and Bill was open, informative and honest with his help…read more I now use his service to prepare my taxes each year. I love that they are close to my house and they have a beautiful golden retriever in the office. I highly recommend them!

Very professional CPA. Everyone that works there is very kind and helpful!! I get my business and…read morepersonal taxes done there. Been going to William for many years and will continue for many many more!!

15th May 2026 One month past…read more Tax date (15th April) Not sure why there are so many one star reviews. In my humble experience the Vanguard reps I have interacted with over the phone in the past have been really respectful and helpful. The stock market is a gamble no matter who you invest in. You are taking a chance and there are no guarantees. Read, study, authors and advisers Scott Galloway and Suze Orman are very helpful. At Vanguard you get to choose your companies, be they pharmaceuticals, like Ozempic, GLP stocks, or big tech, think Google, Microsoft, Uber, Tesla, or big box American products like Amazon, Walmart, Coca-Cola, Pepsi, Nabisco, Mobil, Disney, often referred to as Blue Chip. You decide. Vanguard is considered a premier, client-owned investment manager. They're renowned for low-cost, long-term investing, offering a wide array of mutual funds, ETFs, and brokerage services. Popular options include the Vanguard 500 Index Fund and Total Stock Market Index Fund for retirement and/or short term. Again, you decide. Have a great day and Good luck!

beware! as a novice investor, i invested with Vanguard…read morethinking - hoping i'd be able to receive good customer service/support. lol..."forget about it"...lol. after a few calls to them for support, they told me i make too many calls so that they wouldn't accept calls from me. i only had a couple hundred thousand invested w them so apparently i was a "pion" not worthy to them. so, i closed my Vanguard accounts and went over to Fidelity investments. OMG so happy i did!

Working with Alex and Susan for my HELOC loan caused financial burden and crisis due to their…read moreincompetent work performance. I strongly suggest taking your business to another bank. When their mistakes were brought to their attention they did nothing to resolve them. I had to bare the burden of their failures.

From the owner: Tompkins is a community bank offering personalized service, local decision-making and a broad range…read moreof services for consumers and businesses. Insurance services are offered through Tompkins Insurance Agencies, and wealth management services are available through Tompkins Financial Advisors.

Spoke with the owner (Brenda) about a financial plan forward. Was stressing impending retirement…read moreand Brenda and her team set me on the right financial path forward. I am now sleeping through the night without having any financial worries. Thank you Brenda. You are amazing!!!

I highly recommend Asset Financial Services to my friends and family. Brenda is a wonderful person…read moreand very professional. Great advice for retirement planning and 401k management.

I had a rollover check mailed to the branch. It's been three weeks and it has not been deposited,…read moreso I ask if they received it. They said checks are forwarded to Orlando and then gave me a number to call. Is this what is passing for customer service now?

Excellent service and unbeatable expense fees! The service has consistently been excellent at the…read morebranch or over the phone. Recently the decision to move away from downtown Wilmington to Greenville was best decision ever, no parking garage and best area overall. Top notch advisors too!