My wife and I recently (our 1st time) utilized Alliance Financial and Income Tax services (Blue…read moreSprings, MO.). We were very pleased with their services. We met with Mike Mead who thoroughly checked our paperwork prior to having our taxes prepared. He was very friendly, and it appeared he had a great deal of knowledge and expertise in his field. Within the 2-week period our taxes were completed and submitted for us. I would highly recommend Alliance for any future Financial or Income tax needs. They will now be our tax services for the future.

Very happy! Received exceptional customer service and attention! I highly recommend. Thank you…read moreMike, Julie, and Jessica!!!

Please note! Do your research !!! You may get your settlement money, but you are on the hook for…read morethe entire amount they receive for your claim. Example: If your claim is $10,000, if legal fees are $8,000 and you received $2,000, the 1099 you will receive is for the total amount of claim or in this example $10,000. You will pay tax on the entire amount of $10,000, not $2,000. I got hit with a nice tax bill I wasn't expecting. I'm not a tax CPA, but I wish I were as this wouldn't have happened. I hope this post will help others with their decision making process.

Cant get anybody on the phone shouldnt be that difficult to have employees answer the phoneread more

I have been with Creative Planning for almost 7 years now. They have helped me build my 5 year, 10…read moreyear, and lifetime plans for retirement. They manage two of my IRA's. They have exceeded my expectations for a financial advisor and I am excited to continue doing business with them for my financial future. All of these other 1 and 2 star reviews do not reflect my experience with Creative Planning.

Misrepresentations. Innumerable commitments not kept. Our representative (partner) was unavailable,…read moreunprepared, comical in his lack of communication, professionalism, service. Completely -- Unapologetic for deficiencies. CP has a formula to make a lot of promises. Then when you transfer authority to them, they'll reinvest your portfolio. Without listening to the client. Then they'll begin assessing significant fees -- for doing nothing. Saying that their representatives and Creative Planning are fiduciaries -- I'd like to see teams of lawyers argue their lack of performance, service and misuse of that word. Very disappointed. Waste of time, money, involvement. We could not continue with CP. Relationship became painful. Find a better way.

Amanda is the BEST! She was so patient and helpful. Finances are not my favorite thing to deal with…read moreand she made everything so easy to understand and she's just really good at what she does. Highly Recommend!

I have been a client of David Jackson since 1995 representing Waddell & Reed and LPL Financial…read more David has been a stellar Certified Financial Advisor for me and my family. He has always given me great advice and recommended the appropriate investments based on my tolerance level. Modern Horizon's Team: Amanda Campbell, Edwina and Bridget Jackson are true knowledgeable professionals and have always provide excellent customer service and follow through. I highly recommend them for your investment needs! Adrian T.

Myself and my family have utilized Edward Jones for financial advisement for as long as I can…read moreremember. However I strongly suggest this location/advisor over many others I've used in the past. I was not actually there for an appointment but was trying to get in for a dentist appointment next door at the time and the receptionist was the sweetest most helpful and caring person I wish I'd caught her name. & Chris came out shortly after and was so kind as well. I can only imagine how helpful and patient they both would be had I been an actual customer at the time. That being said I've already suggested this location to my mother and will be going there for any and all business I do with Edward Jones in the future.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Eric is willing to start a plan from scratch for as little as $25 per month or roll over your…read moreexisting into a managed plan that you can keep a strategy with him. He has connected services to help with insurance and total planning for where your life is headed.

Ben and his team are awesome. Highly responsive always and very willing to educate and unpack…read moreanything with your coverage

I can always count on Brush Creek Partners to provide top quality service to me and my family. I…read moresleep easier knowing that Ben is just a phone call away if I ever need anything.

Tim and Mark have been my financial consultants for 30 years now. I won't trust anyone else with…read moremy finances or my father's finances. I can't say enough good things about them. They also work very will with my accountant/tax man so tax time is a breeze. If you are looking for honest people to trust your financial future to, Murdock Banner is the best I have found.

Our non-profit received a portion of someone's estate. She was a client of Murdock Banner. Rachel…read morewas so kind and patient with us as we went through the paperwork and she stayed with us until every last paper was signed and every last check had been received. Her customer service (even though we weren't really her customer) was outstanding!

Mike and Mark run a great business. They seem to have a knack for making sure you have the coverage…read moreyou need without over-selling your budget or insurance needs. Thanks guys!

From the owner: Commercial Property, Commercial Auto, Commercial General Liability, Commercial Inland Marine,…read moreCommercial Workers Compensation, Bonds, Auto, Home, Boat, Motorcycle, Recreational Vehicle's Health, Life, 401k, Antique Autos