I had a magnificent experience working with Howes, Richard, and the rest of the staff at East Coast…read moreTax and Financial Planning to get my family's taxes organized and filed for 2022. The team provided great insights into what to expect this year and in future years as our tax situation will change, providing us good knowledge to ease some of the confusion and uncertainty about filing complex taxes! I also applaud the communication and service of the team, I never had to twiddle my thumbs while waiting for a response to a booking or an email or anything, they were always there to confirm things were received, answer questions, or follow up and keep me in the loop with where I was in the filing process. I look forward to working with East Coast for the foreseeable future!

This is a very professional organization. My taxes were a mess and Mr. Howes got them all in order…read moreand even found some deductions I had not even thought of! I have been using them for a few years now and would definitely recommend them to anyone interested in saving money on their taxes!

WARNING! This individual is absolutely not to be trusted. He is unprofessional, does not handle…read morehis home business efficiently, effectively or honor his word. I was in his office regarding a claim and overheard him speaking about someone in an incredibly derragatory way. He claims to be a Christian, but there was nothing following Christ's example that he reflected; especially when I realized that he was actually speaking about a friend of mine who is disabled that was waiting outside for me. I have cancelled all business with him and thank goodness I did. He was never available and didn't show up promptly for my claim, I honestly can't offer enough of a warning. I would recommend a REAL company that is reputable, honest, efficient and knows the meaning of customer service. To all that see picture's of Christianity based items, it is a ploy for business, this individual that literally stopped what he was doing to watch my daughter bend over does NOT display any Christ like attributes. Please do not trust this person with your money so he can learn to deal with the consequences of terrible behavior and that you have to treat everyone with respect. Incidentally, the only other review on here is posted by his wife, big surprise that she would give him such a glowing review!

From the owner: Insurance and Protection- Auto Insurance-Homeowners Insurance-Life Insurance-Health…read moreInsurance-Annuities and PLI- Commercial Insurances including - General Liability and Workers Compensation

I've known Roy for over 40 years. He has been an outstanding financial advisor to our family for…read moremuch of that time. He's also an all around good guy with your interests alway first. Go with Roy. I highly recommend him for your financial needs.

From the owner: I am formerly a small business owner and I use the skills I learned in business to help my clients…read morenavigate the retirement process in a logical manner. I do not hide behind sophisticated products that are confusing to the client. I use sound principals to protect wealth and diversify for future and current income.

Weren't able to connect to local office National help desk very helpful Needed more guidance…read moreand better recommendations

Be very careful with this company, They have mislead me several times and the manager is not…read moreresponsive. I'm in the process of moving my accounts to another broker due to the poor service. It is always " that is not like us" but the same problems repeat time after time. Stay away there are better places to go.