John Patterson, a Sr. VP, was instrumental in migrating a disjointed collection of investments and…read moreretirement accounts for me into a single account with Summit. I was also able to get a large insurance policy to protect my family at a considerable discount to what many other providers were offering. I have been with them for over 5 years and my accounts have consistently performed better than my expectations (given the volitility of the market in recent years). They are first class people to deal with and I recommend them highly.

Brian is very professional and takes the time to explain to you everything you need to know…read more He is very knowledgeable and is very detailed. I would recommend Brian to anybody looking To put together your retirement portfolio. Brian has the Do whatever it takes attitude!

Brian Gardiner is amazing! He has helped us build our retirement for our small business and work…read morewith all of our employees. He is extremely friendly and knows what he's talking about! Fabulous business!

This accounting firm is the sharpest around and have aided us in many million dollar transactions…read moreover the years. Absolutely highly recommend them when it comes to business, taxes and guidance in any evaluations and transaction decision making.

Poor communication regarding changes in fees. Go elsewhere for tax preparation and help.read more

I have been using this outfit for several years now. They are very professional, responsive, and…read morefast with answering any questions. They use the latest technology, ensure the tax filing is consistent yearly, and provide extensive guidance and explanations to any questions. Their fee schedule is very reasonable.

I have been using Thomas as my tax preparer for quite a few years...5 or 6 I think. I always enjoy…read moregoing into the office but of course with Covid that didn't happen this year! His assistant Ms Kline made the change seamless and was always there in case I had a question! My return was filed on the first day it could be, 2-12-2021. Also, Thomas is always happy to answer any questions I may have through the year! Highly recommend!

Erica Hostetter provided thoughtful advice on the various types of policies available. She helped…read moreme understand the long-term benefits of each, ensuring that the choice I made aligns with my future goals and family planning. It's clear that Erica cares deeply about my family's well-being. She is always available to answer questions, no matter how small, and makes an effort to ensure that I am fully informed and comfortable with my insurance choices. making sure that all paperwork and documentation were processed swiftly and correctly.

We recently switched to State Farm and use the Cris Stabley State Farm Agency for our insurance…read moreneeds. Cris and her Team saved us almost $900.00 per year on our auto plan. We always receive timely and friendly service!

A note from a satisfied homebuyer:…read more One of my followers on social media referred me to All Financial Services, specifically Malcolm Drakeford. Malcolm and I had an informational call on February 2, 2022. I was utterly sold by Malcolm's "no pressure" approach. I completed my pre-approval application and received my pre-approval letter the same day. After going through the motions of searching for a home, switching agents, and comparing quotes from other lenders, I decided to move forward with All Financial Services. Malcolm was ALWAYS available to answer my questions (he took my calls, texts, and emails while on vacation, from the car, and on the weekends). Malcolm advocated on my behalf during the offer and closing process and everywhere in between. Honestly, if you are looking for a lender that treats you like family, has your best interest at heart, will advocate for you when you are not in the room (or on the line), will answer all of your questions (with a substantive response), and show up at your closing. ---Look no further than Malcolm Drakeford. Even if you are not ready or don't know where to start, call him anyway!

All Financial Services is a great business to get your home finance. Ask for Yelin. He is a great…read moreperson and easy to work with.

The worst experience we've ever had with a company. They lied to us on multiple occasions & even…read morewent behind our backs and tried to call the other spouse when they couldn't do a deal with the other. They are crooks with bad practices and we have reported them to the Better Business Bureau. I'd encourage you not to give them any of your money. See their response below. More lies and deception. And not even addressing the fact that they tried to play spouses against each other... go and listen to the calls and the things we said to your employees... terrible business.

Purchased our first home through the Meridian Team. Entire staff was helpful and knowledgeable…read more Tony was our main guy. He helped answer all of our questions and concerns as first time homebuyers. One thing that really stood out was how he helped us budget. He prequalified us for a higher amount but helped us come up with a feasible monthly mortgage payment that Wouldn't leave us "house poor" each month. Very grateful for that , Smooth and fast process, no complaints!

Wow!! So easy and super adorable. I went through a large corporation that went no where just money…read moredown the drain. 2 weeks $350 later I had everything ready!! I love this and super excited about having my stuff ready this year too.

I realize that 5 years have passed since my last stellar review and my enthusiasm for My Tax Lady…read morehas only increased (but too bad I can't give more than 5 starts to reflect that). It's excellent, pleasant service at a very reasonable price. What else can I ask for?