One of the most sensitive areas for a female retiring is their money because you don't have a…read morefallback in most cases I had signed with another company and I got a little skittish about it and I contacted Bayntree and Jon Michael Floyd really put me at ease about investing in Bayntree Jon walked me through it showed me charts and potential growth and made me feel very comfortable about working with him and I would recommend him to anyone he's very professional and he really put me at ease because I had had nightmares with another company.. he sent me a money tree as a gift and it's growing just like my money ..

BAYNTREE Advisors ....Andrew Rafel (owner) is very quick and very willing to place your investments…read morein a trust for you. There are many specific options for each investors needs. He will guide you to what he feels is good for your future investment planning. He does have pet investments that he will direct and advise, as all investment specialists do. There are other options out there, so do your homework. There are anniversary dates on trusts, where you (the investment owner) can rearrange your allocation percentages within each investment. You, as an owner may want to readjust the percentages according to your desires........... One of my investments has a March anniversary. About 3 years ago, I was waiting for a call to go over and readjust the March percentages. Andrew never called and by the time I connected with him on this issue, the date for adjustments had passed. So, if you wanted to make changes on the percentages, you had to wait another "year". I was very upset and let Andrew know my feelings on this overlooked issue. The next year came, calls were made and with the same March investment, Andrew again failed to contact me to ask if I wanted to make any changes. So - there were no changes made, again, and as the market is hitting all time highs. You as an investor listen to your adviser and then make a judgment call. If he does not call you before the anniversary dates, you do not have a chance to make any adjustments. I have made money with Andrew and his guidance, because the 2 of us were working on the percentages and allocations within each investment. Hopefully, his new members can help him with his load and anniversary dates.. ...............................11-11-17..............

Eti is great for our window coverings business! Her expert bookkeeping services have given us a…read moreclear picture of our finances, helping us make informed decisions and stay on top of our cash flow. Her attention to detail and fast communication have been invaluable.

Great place to come to do your taxes or handle any business finances. Steve Welker is amazing and…read morealways so helpful!!

Trustworthy and honest guys who I trust to bring all my financial questions too. They have…read morecompleted our taxes for years and have been amazing. They're quick and efficient. They make the tax filing process so easy. They are also very affordable. I would definitely recommend Ganem Financial to all my family and friends.

Great firm with a 108 year old history, very focused on each client's needs and concerns!read more

Great Meeting I met…read morewith Debbie a few weeks back and we spent about three hours together discussing our project along with what was needed in order to move forward. Debbie offered to assist us with our Executive Summary as we were not quite sure as to how it needed to be presented to the investment group. We plan to move forward as I felt comfortable after our meeting along with what was needed from us in order to have the best possible chance of obtaining the funding we needed for our project. I would recommend working with Debbie as she was very accommodating along with treated us to dinner after our meeting. Teresa Mitchell

Very Satisfied I…read morecontacted Primeau Funding requesting a bridge loan for a building that we wanted to buy in Texas. We needed to close on quickly. Debbie was very nice throughout the loan process and we received our funds within the time frame needed. Debbie will be assisting us with additional acquisitions as she seems to always answer her phone and was very attentive throughout the process. James Garcia

I highly recommend KGB Bookkeeping for all of your accounting needs. Karen is very knowledgeable in…read moreall areas of accounting, keeping up on the frequently changes in tax rules. Her monthly bookkeeping is always accurate, with reports completed by the middle of the next month. We recently sold our business, and Karen was vital in making the transfer go smoothly by responding quickly with the numerous reports requested by the buyer and their bank. We really appreciate all she's done for us!

Austin is truly the best! As a loan officer , I have clients who are looking for guidance on what…read morethey need or how much is realitic to pay. With so many options it is hard to know what is best. Austin takes the time to learn his clients needs and get them the least expensive options around. He is fast to respond and cares about his clients! I send him referrals often and all of my clients tell me how great he is and how much they SAVED!!!! I highly recommend speaking with him! - Lauren

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Mateusz from Yummy Apple, LLC saved me innumerable hours with a project that required me to upload…read moreall the transactions off 8 different credit card/banking accounts for 2017. The majority of those accounts only provided excell & .qbw files back to 6 or 12 months prior and without his very particular genius, I would have been entering in THOUSANDS of transactions individually. I didn't have the time for this, I'm the only employee running all production at a print shop so there was absolutely no way I would have been able to accomplish that in the deadline I was provided. Enter Mateusz. I found his ad on Craigslist and called him begging for help. He was shocked, this was the first time he'd been approached with a problem like this and I think it's worth honorable mention that he worked for 5-7 hours that night creating a software application that allowed me to upload the monthly statement .pdf, automatically separated the date, vendor, and amount out of the list of data on the page. THEN the software converted the text into a .qbw file that I could import into Quick Books like you would with any other .qbw file. Mateusz met with me at my office and we were able to upload, convert and import over 120 statements in less than 3 hours. INCREDIBLE! Absolutely incredible. Our conversations where complex, I was thoroughly confused, BUT that's because of his intimate understanding of what he is doing and my severe lack of. He has even accommodated me on the weekend with very short notice while on holiday in another country. Well done, Mateusz, you are an asset to us here and AMAZINGLY TALENTED and thank you for everything.