I needed help because I was already late to file my tax return. I was referred to Bloomfield CFO…read morewith the promise of a "highly skilled, hands-on" experience. What I actually received was an expensive lesson ($$$$$$!!) in how a tired, outdated firm handles its internal failures at the client's expense. Bloomfield is slow and disorganized. They manage complex filings through fragmented email threads and legacy systems. Their website is old and generic. The most disappointing part is their lack of professional integrity regarding timelines. After I provided every document they asked for within eight days, they were incredibly slow to file my late tax return, taking almost two months. I asked for updates numerous times; their team admitted in writing that they were balancing my urgent return with other clients' projects they deemed more time sensitive. There was a one week delay in responses due to rep being away on a trip... if you go on a trip, hand the service/comms to someone that will be active. They also cited unexpected team member changes and a server migration that did not flow as smoothly as anticipated as reasons for the delay. When I brought up these issues, the owner, Rich, responded with long and condescending emails. Instead of taking accountability for his team's admissions, he tried to gaslight me with "fixed fee" jargon. This was all over a SINGLE tax return filing, btw. I am glad to have terminated my incredibly expensive contract with them.

This firm has been amazing to me! I've saved a lot of money and headache! I have only had the best…read moreof experiences

Changing from a 5 star to a 1 star! I originally wrote a very positive review about Mike Stevens…read moreand Capital Wealth Advisors when we first met and signed up with them. Close to the end of year one my husband and I transferred some money from an IRA to a new Roth IRA. The amounts transferred were the same for both me and my husbands so it was easy to keep track of In December we found that for my new Roth IRA account the initial amount had not been invested. My husbands new Roth IRA was growing and my new Roth IRA seemed to be dormant. We brought this to Mike's team at Capital Wealth Advisors they said it hadn't been invested and would let Mike know. In February of the next year it was still dormant and not invested. Talked with the new president that Mike had put in place and was told they would fix the issue as it was their fault. In talking with Mike a few weeks later he told us that he had a conversation with his team and that they could NOT do anything about it. In April it still had not be allocated/invested. On August 1st on a zoom call Mike apologized to us, as he was confused as to what had happened and stated that it indeed was their fault and they "would make it right" as of that moment. He said my Roth IRA would then match my husbands Roth IRA. On August 13th my husband wrote Mike an email asking why it had still not been taking care of as promised. Mike wrote back saying that he had been out of town and was still "working" on it and that aslo maybe we should part ways and he would then turn our account into a "retail trade account". They finally could only mail me a check for the amount I would have gained on the account had they invested it. Problem with that is, I am not really made whole as promised because I am going to have to pay taxes again on that money and could not simply reinvest it because I am retired. We stated that to Mike and all he could say is "check with your tax advisor". So it was not made right nor whole.

Mike is total jerk to deal with. He will be super nice to get your business then flip a switch…read more My advice is to go somewhere else. Never saw anything in 5 years with my investment.

I needed somewhere to start my portfolio and help me prepare for my financial goals. I had a free…read moreconsultation with Axex Financial and they helped me get started and taught me about the basics of financial planning and investing.

From the owner: At Axex Financial, we begin our conversations with our clients by getting to know your personal…read moresituation and needs and then searching the world of financial options to find the appropriate fit for your situation. We pride ourselves on being an open architecture office, meaning that we are not beholden to any particular product or product group. This gives our firm the unique opportunity to always find the appropriate product for you, not just the best fit from what we happen to have available.

This is a dedicated energy work, was able to shift energy so that my pain that I had for several…read moreweeks would subside.

From the owner: ⸻…read more I am a detail-oriented Bookkeeper and certified QuickBooks professional with experience supporting small businesses, self-employed professionals, and service-based companies. I provide accurate, reliable bookkeeping services including transaction categorization, bank and credit card reconciliations, accounts payable and receivable, financial reporting, and month-end cleanup—so you can focus on growing your business with confidence. In addition, I am a commissioned Notary Public and Loan Signing Agent with experience handling real estate and loan documents with professionalism, confidentiality, and precision. I understand the importance of accuracy, timeliness, and compliance when working with sensitive financial and legal documents. With a strong work ethic, integrity, and a commitment to clear communication, I pride myself on being dependable, organized, and client-focused. Whether you need ongoing bookkeeping support, QuickBooks assistance, or a trusted notary and loan signing professional, I deliver services you can rely on. ⸻