I have worked with Jason Gong at Lifelong Wealth Management for over 10 years. I've stayed with…read morehim because he takes a personal, data-based approach to managing my retirement portfolio. I appreciate that he takes the time to get to know me and my personal preferences so he knows how best to invest for me. He doesn't chase the latest money fad. Beyond money management, Jason has helped me with other financial advice like loan refinancing and retirement strategies. He responds quickly to my inquiries and makes me feel like I'm one of his top clients.

It is my utmost pleasure to recommend Jason Gong and the Lifelong Wealth Management Group as the…read morebest of the best! I am 73 years old and have been so fortunate to have met Jason at a Wealth Management Seminar about 5 years ago. I wish I had met him sooner as he has changed not only my financial outlook but made me realize how important the human-centered approach is. Jason will make himself available anytime I wish to speak with him on any matter! He is truly a very honest, sincere, caring person who will go out of his way to make sure no stone is unturned! I cannot say enough about Jason. He is totally amazing! Thank you Jason, you are awesome!!!! Sharlene

I met with Tim James this morning and for the first time in my life I feel like I have a plan for…read moremy financial future. It is possible even with a low income to save for a retirement. The bonus is a 3 day 2 night hotel stay just for meeting with him. No pressure or obligation to purchase anything! I was very skeptical and not one to fall for scams. So for me to recommend his services..... well let's just say you should find out for yourself. Thanks Tim!!!

Employee named wolf is very thorough, detailed, friendly, helpful and will go the extra mile to do…read moreyour fidelity transactions accurately and timely. Great job hiring him. He helped me over the phone today and a great listener too! Give him a raise! He's a keeper! Thank you Wolf from Paula. Have a great day!

They hold money for extended periods of time. Their customer service is extremely unhelpful.read more

Our family has entrusted Goal Line Financial with our investments and, in essence, our future. We…read morehave always been treated with honesty and respect and will continue to not only do business with them, but recommend them to everyone we know. Mr. Hermann is incredibly knowledgeable, straightforward and we wouldn't consider working with anyone else!

Yelp removed my review, I am guessing its because I mentioned my Financial advisor by name? Here is…read moremy name free review. A financial advisor at Goal Line Financial, convinced me he could do a much better job at growing my IRA than my current financial advisor. I entrusted half my retirement, $106,000 to his expertise. He proceeded to make 100's of trades at $9 a trade and didn't inform me of the charge per trade until I inquired. In a year my retirement was down to $65,000. It dropped over 20k in a month. When I became aware, I had all my money put into cash and started looking for a new advisor/investor. He asked for a second chance and promised me that if it went down to $60k he would put it back into cash. He lied, I just transfered the remaining $50k I have left. By the way, all these losses occured while the stock market was rising. Years of saving gone so fast. I would not recommend Goal Line financial

Excellent tax accountant. Very knowledgeable and helpful. Have used their services for over 10…read moreyrs and alway so very pleased

From the moment we called Aaron's office back in 2016, we felt like we would have a good…read moreexperience. Stacy was warm and welcoming and Aaron was calm and competent. We had a complex tax situation involving rental property as well as tax mistakes made by previous preparers. Aaron used his considerable knowledge and consulted with colleagues to come up with a way to "right the ship" and get our tax returns done correctly. We have since moved out of state but we have continued to have him do our taxes, not only because of his professionalism and competence but because he truly cares about doing the right thing by our family. I also believe his fees are reasonable, considering that he is not "done" until we are satisfied. We highly recommend the Traxton team!

Daveed and his team at Anvil Tax have been helping my company with taxes since 2015. As a small…read morebusiness owner with a rapidly growing company, I was unsure of how to handle the different taxes for operating in multiple states. Daveed's team helps me monitor my finances monthly, and their expertise has been invaluable. Daveed is extremely knowledgeable and helpful in many areas of my business, including succession planning strategies. When I first came to him, I had numerous letters from the state and IRS that I didn't know how to handle. I was unsure, confused, and completely out of my element. Dealing with taxes and finances was nerve-wracking, but now, I am confident in my finances and the direction we are headed after our monthly meetings. Since Daveed is an ex-IRS auditor, he knows exactly how to protect your business in an honest and professional way. If you want your taxes done right by someone who is very informed and knowledgeable, this is your team. It's easy as a small business owner to avoid and overlook tax letters, but although Daveed and his team are extremely helpful and give you the advice to follow, it is your duty as the business owner to handle your responsibilities. Anyone who has left a poor review for Daveed likely did not follow the advice given, because my business has grown and become more protected over the years by following their advice. There are so many moving pieces when it comes to running a business, and having Daveed and his team deeply involved in my financial decisions brings me peace of mind. I am so grateful for their team and wouldn't take my business anywhere else. They assist me with taxes, bookkeeping, and financial analysis and planning. If you're looking for a trustworthy and knowledgeable finance team, I highly recommend Anvil Tax!

I'm so glad to have met Daveed, he is an ex-IRS agent and expert tax strategist with Anvil Tax…read more I've had the pleasure of collaborating with him for a while now on various projects. I'm so grateful to have someone I trust that I can send my clients to for all their tax needs. I highly recommend him, he's rather brilliant and cares deeply about people. Daveed is easy to work with and truly wants to see businesses succeed!

I've worked with Copa to help with a couple of needs. Manny has been fun as well as professional…read more He has educated me along the way, allowing me to make better decisions that fit my situation rather than a generic formula. I really appreciate the help navigating complex issues and solutions and I feel I have a much better understanding of the why behind those decisions. A little peace in the unknown that is the future.

From the owner: COPA Wealth Strategies is your trusted partner in financial empowerment. From retirement planning…read moreand investment strategies to insurance advisory and wealth management, we're dedicated to guiding you towards financial well-being and success. Join us on the journey to secure your financial future with tailored solutions and expert guidance from COPA Wealth Strategies.