Identifying professional fully certified financial advice can be challenging…read more Here you will find a team dedicated to long term relationships providing altruistic fiduciary services of great value. Advice personalized and targeted based on time frame horizon and changing needs. All encompassing addressing all aspects of ongoing financial health is the only responsible approach and here you will find the answers to all your questions. The brand is built on a reputation of providing the best advice customized to each client.

From the owner: Our Mission is to create relationships built on trust and mutual respect with families and…read morebusinesses. We will provide the best advice with the highest level of service and product offerings to our clients to facilitate achieving their dreams and goals.

Thanks to Garrett's support, instead of constantly trying to put out financial fires, I'm now on…read moretrack to be debt free this year, have an emergency fund, and more consistently align my finances towards my fiancée's and my values and goals. For context, I first found Garrett while searching online for a finance coach, and I resonated with his optimism and supportive tone on his website. I proceeded to have an initial call with him, and just like the tone on his website, Garrett was warm and friendly. He was attentive, curious, and professional, and he showed up with structured programs combined with a willingness to adjust and be flexible for my specific circumstances. He clearly had the training, experience, and skills, and I got the sense he walked the talk, invested a lot in himself, and put in the work to live authentically. I was eager to work with Garrett, but I still had my hesitations. I was on track to go deeper and deeper into debt. Did it really make sense to hire a finance coach and add on another expense in my life? At the end of the day, I had to conclude that I needed additional support. I tried reading books, getting support from friends and family, and making changes on my own, and I wasn't getting the results I needed. It's as if I had tried to heal a broken bone on my own and then realized I really needed to hire a doctor. I had to admit that I couldn't do this with my current approaches, and Garrett had been able to help many others before me. After discussing with my fiancée, Jasjeet, we hired Garrett to support us as a couple. I'm so glad we made that decision. Garrett continued to show up consistently with the aforementioned qualities, and after only 7 sessions, I experienced the following results. - Alignment with Jasjeet on our priorities and financial plan which includes being debt free this year and having an emergency fund - New tools for successfully talking about and getting aligned about finances with Jasjeet - A shift towards feeling more empowered and steady in my relationship with money Of course, Jasjeet and I also needed to put in the work to show up to the sessions and do the work in-between sessions. So much credit for our success goes to my fiancée. As our coach, Garrett helped guide us with a listening ear, honest perspective, tools, and strategies. Thanks again, Garrett, and I'm looking forward to continuing our work together!

While I have not yet chosen to work with Garret, our initial call was fantastic. He was extremely…read morepersonable and walked me through what working with him would look like in a very transparent and non-salesy way (this is coming from someone in sales). Garret took the time to understand my situation and then outlined our his services may help. At the end of the call, rather than hard selling me, he told me it might be smart to try it on my own first and then come back if I was running into the same issues. I could not recommend him enough solely based on our intro call.

Absolutely the best service. Since I found this accounting group filing taxes became a pleasant…read moreexperience. They are so knowledgeable and organized and have excellent knowledge of every type of situation. So we just went to our annual tax appointment and it was such a good experience and they did it very fast, on the spot. Simply genius, the best. High fives all around.

I worked at OG Tax and Accounting as a Bookkeeper/Accountant for several months. Unfortunately, my…read moreexperience was heavily affected by the management of the Bookkeeping department. Nataliya Prokosheva, who oversees the department, demonstrated a lack of effective leadership and people-management skills. During my time at the company, I frequently experienced unprofessional behavior, including being spoken to in a disrespectful manner, public criticism, raised voices, personal remarks, and what felt like workplace bullying. Rather than creating a supportive environment where employees could learn and grow, the management approach often felt intimidating and demoralizing. Constructive feedback is important in any workplace, but there is a clear difference between professional guidance and personal attacks. For a company that strives to maintain professional standards, this type of behavior should not be considered acceptable. I believe many employees would be able to perform at a much higher level under stronger, more respectful, and professional management within the Bookkeeping department. That being said, my criticism is directed specifically at Nataliya Prokosheva and her management style within the Bookkeeping department, not at the company as a whole. Although I did not have the opportunity to work directly with the owner of the company, my overall impression of him is positive. Based on the way the company operates and the feedback I heard from both employees and clients, he appears to be a professional and responsible business owner. I also had the opportunity to work with many talented, friendly, and hardworking colleagues who made the workplace enjoyable despite the challenges. OG Tax and Accounting has a strong team and significant potential for continued success. I sincerely hope the company addresses the leadership issues within the Bookkeeping department, as improving management practices would create a much healthier, more productive, and more respectful work environment for everyone.

They have been helping me with my finances for over 30 years and they actually care about their…read moreclients who they treat more like family. The financial guidance that My wife and I have received and when my wife past, they walked me through the necessary financial adjustments of that very difficult time .

From the owner: Professional Financial Consultants, LLC will provide individuals, families, and businesses with…read moreindependent investment advice along with organization and management of their finances tailored to meet each of their goals and objectives. We believe that financial success is derived by living within your means, a balanced investment approach and a healthy working relationship with a "hands on" financial advisor who is committed to seeing you fulfill your goals and objectives. When questions or concerns arise they are addressed promptly and explained in detail. Our clients can expect a well thought out, flexible financial plan coupled with superior client service focused in the areas of Retirement, Personal, College and Estate Planning.

I'd been doing my taxes through Turbotax for years, and finally this year my taxes were too…read morecomplicated so I decided to go to a professional. I'm so glad I did. John is thorough, calm, and very detail oriented. He went through my previous tax returns and found deductions that I didn't even know that I missed. He sorted out my taxes without judgement or snark. He also gave me great advice on healthcare and my upcoming tax year. Just a great guy. I'm happy to have him as my new accountant.

John is amazing. I found him on a list for EA agents. Prior to this I was having my taxes…read morecompleted in NYC. John has found ways to save me much more on my taxes. He is very detail oriented and when you are there you don't feel like you are being rushed (the NYC firm was crammed and I didn't feel like they were actually listening to me). If you want a Tax adviser that actually cares about you and your finances than I suggest you go with John. Within changing my careers he has also provided me with insight on my taxes (it is not as straight forward as before). My husband has a small business and John also has provided a lot of sound advice for him as well. We just got married and he was helpful with joint filing too. Last thing... He is a really nice guy.

Wininger, Douglas and Green is a professional debt management service…read more They are great a debt counseling and have made a big difference to me. I highly recommend them. Respecfully, Sherri Brodie

One of the only companies to get back to me in a timely manner. Very professional. I wasn't able to…read moreuse him this year but saved the information for next year so it would be so rushed.

Very helpful and answers all my questions .Giving detailed information on my taxes and other…read morefinancial plannings

Priority seems to be what is best for Kaplan not his clients. I asked about solar credit for a…read moresecondary house he did not know the correct answer and just guessed and when I corrected him he refused to admit he was wrong. He requests to be paid monthly in advance so if you decide not to use his services he will ghost you if you request a refund !

For 2023 tax filing, I reached out to Aleksey for a complex situation which my accountant couldn't…read moreresolve. Aleksey was able to help me and am impressed by how he simplified the process with a well-oiled system in place. His professionalism and his staff's timeliness are a breath of fresh air and surprisingly reassuring making you feel they've got your back. One thing to note, it may be just the season/IRS timing but never in my experience did I see tax filing processed so fast. I'm thankful for having found Aleksey and his team. I think he'll be my go-to from now on :-)

I couldn't be happier with Emerald Retirement! I have been with them for several years now and…read moreMatthew Clements is awesome. He goes above and beyond not just helping me with my finances but with so many major changes in my life from the loss of my home through to setting up my Social Security and my retirement. Matthew truly cares and that's hard to find these days.

From the owner: Financial Planning and Investment Management to Families and Business Owners.read more