Connie is amazing and gets to know her customers. She does things accurately and is always helpful…read morewith any questions. 10/10! They get very busy so book ahead of time.

Frank and the team have been doing our taxes for 15-20 years. Highly recommend their service,…read morequality and price!

Leon is great! I set up a few appts with him before for some financial advising advice and he was…read morereally helpful. He followed up via text and call to make sure everything was okay as well. Will definitely be back next time!

This review is for Charles Schwab Investment and a a rating for the company overall…read more I never go to any branch locations since all my transactions are on-line. Schwab offers great on-line tools to research all your investment needs. In addition, stock trading transactions were recently reduced 30% to $8.95 per trade with no maximum limits on the amount of shares traded. I admire Charles Schwab for incredible customer service. They offer an automated system or you can choose to speak a individual regarding account information, trading and are accessible everyday. In the twelve years Ive been a client, Charles Schwab has yet to have any mishaps or discrepancies. Currently they are now offering hi yield saving account that pays a competitive return and also liquid, You can link your brokerage account if you choose.

I attended one of Michael's seminar/meetings and I was so surprised and incredibly impressed at how…read moremuch I learned from him that I didn't know! He really knows his stuff. What I liked is that he has so many different options to choose from and with his knowledge you can find something that's within your budget no matter how big or small. He really cares about people you can tell and that's something I look for when doing business with a company. Looking forward to finding something that works for me and my husband!

Michael is the sweetest person. He really wants to help people out and educate them on their…read morefinancial situation. He was super informative and walked me through each step of the process thoroughly. Any questions I had even after the meeting, he was so prompt in getting back to me. Truly a gem in an industry that you may feel a bit vulnerable and skeptical to go talk about with someone.

I have had Allstate insurance with Chuck Benson for over 25+ years. He has been a wonderful agent…read more Flint that also works in the office is so helpful and professional. I always get calls by different companies telling me they can save me money, I always respond I'm not interested because I'm more than happy with the company and agent that I have. Chuck has always been there to assist in any issue I have I will continue with this company as long as Chuck and Flint are there. Ty for so many years of excellent service.

Working with Suzanne was such a great experience. She carefully reviewed all of my finances,…read moreexplained everything in a way that was easy to understand, and helped me create a clear plan moving forward. She's professional, knowledgeable, and genuinely cares about her clients. I highly recommend her.

I truly love working with Suzanne. She's one of the most dedicated, detail-oriented agents I've…read moreever met. Her commitment to finding the right coverage for her clients--coverage that fits both their needs and their budget--is unmatched. What stands out most about Suzanne is how deeply she cares. Life can be unpredictable, and she understands that. She's helped countless families prepare for the unexpected, and in some cases, her foresight has made all the difference. Some of those families faced tragedy--but thanks to Suzanne, they had the protection they needed. Suzanne is more than just a great agent--she's a blessing to the people she serves. Truly, she's doing the work of and for the people. Let her guide you, it will be the best check mark on your adult to-do list. You will sleep better knowing you are protected.

Coaching with Gabbi is one of the best decisions I've ever made. I've learned so much from her…read more Even the things I thought I had a good grasp on, like budgeting and saving, she's helped me get even better at and I've really leveled up in both areas because of her. She also takes a holistic approach to abundance, which is something often missing from conversations about wealth. Most importantly, Gabbi is helping other women of color like me build their generational wealth. It's something she is passionate about & she has a very approachable way of coaching, which is needed when it comes to money matters. I truly can't recommend her highly enough. If time is money, then don't waste another second. Get on Gabbi's client roster ASAP!

Gabbi, from That Makes Cents Financial Coaching, has been such a help and an invaluable financial…read morecoach. Gabbi has the knowledge and skillset I needed, but what sets her above others in her field is her holistic view of the "person behind the finances." Working with her patient, curious presence, I'm approaching my finances without stress and shame, and it's encouraging new habits that will shift my financial future. She's been a great blessing to me!

Irene has been my insurance agent for approximately 4 years both for auto and home. I have always…read morehad a great experience with her. Anytime I have a question she answers it immediately. She has helped me save money and has given me suggestions in regards to my auto policy and my home policy. I feel like she is truly invested in providing me with a great product and service. She takes time to explain things that I do not understand about the insurance policies.

Irene is very unhelpful when asked her for help about filing a claim. Went here and saw her talking…read moreto a friend, I asked her for help she said oh she just said I can't do it for you and went on to talk to her friend. Very unhelpful to her clients

Best guy in the industry that you can come across, Oscar and…read morehis team would go out of his way to explain and break down the whole life insurance process in layman's terms so that someone like my self could understand it. If you're considering switching car insurance or adding a life policy Oscar is definitely the person you want on your side when something goes wrong.

When you think of insurance, you you think about the protection of your auto, home, and family…read more What you don't realize is that having the right agent if equally important as the policies themselves. Oscar is genuinely one of the nicest most caring people I have ever met. He's not selling policies, he's selling protection for your life. He will create policies based on your needs and requirements and offer you only what he thinks will be beneficial to you. There are plenty of insurance agencies out there, but none will offer the service and care that Oscar offers his clients. Highly recommended and worth a call just to sit down and have a chat.