Sarah is a goddess with money she turns it to gold. Use her…read morein this recession who can trust a Bank?

Just started with working Sarah a few months ago. Not…read moreknowing anything about investing, she took the time to sit down with me and show the ups and downs and what would be best for me and my future. She goes above and beyond by communications about other services EJ offers, but not a pushy sales person. Looking forward to working with Sarah more to plan for an early retirement.

Andrew is super smart, honest, and transparent. Also very likable. He is a true expert in his…read morefield, and a student of the game. If you invest with Andrew, he'll put you on the quick path to retirement. I would recommend Andrew to friends, family, and colleagues alike, for sure.

I spoke with a several other financial advisors before selecting Andrew. Andrew has a gift for…read moremaking complex financial topics simple and stress-free. He took the time to listen to where we are at and where we want to be financially and helped us to build a plan to get there.

I've been a client of Edward Jones for a long time, and I've been with Mallory for a good few of…read morethose years. Hands down she is the most patient, kind and thorough of the advisors. I highly recommend.

I like to compare money and financial planning to your physical health. If you don't plan and…read moreinvest intentional time in it then it's going to affect your habits, mental, spiritual and emotional health. It will prevent you from being your best self at your home and at the office. Mallory Carl with Edward Jones has significantly surpassed my wife and my expectations when it comes to financial advising and helping us with our future as well as our present. Since day one she has developed a relationship with us that is personal and professional. She has provided extensive knowledge in the field, while listening to all our issues, future plans and goals. If you need help taking your financial health to the next level then connect with Mallory and her team. You won't regret it !

I have used ShankerValleau for over 35 years. with Larry, and John and the rest of…read moretheir team and I highly recommend them . They have provided my business with excellent accounting services plus I am now able to retire to their great wealth management services

From the owner: ShankerValleau offers a comprehensive approach to personal wealth management. We work for you as…read moreyour Financial Quarterback. * We protect and cultivate your wealth through global portfolio diversification, financial planning advice, and tax planning. * We are an independent, fee-only advisor allowing us to offer impartial, objective advice. * We offer sophisticated year end planning, so our clients know what to expect when they receive their tax returns.

Team here is excellent from the manager on down. Never had a bad experience. Curtis is always…read moreavailable and willing to help!

Over a year ago my father passed on. Following his passing my mother inherited his 401k. She did…read morenot know much about it and lets me manage it. But unfortunately I wasn't 100% on what we had. I felt overwhelmed. I figured I needed some additional help on what to do. I approached Martin at Woodfield Financial Advisors. He broke it down and told me what needed to be done in easy to understand steps. Martin gave me the advice and confidence I needed to fully understand what I needed to go forward.

During 40 years of total association and trust with WFA associates, I have never been disappointed…read morein any of their decisions through all of the various market fluctuations. The best in my book.

Cole Tax Consulting is so much more reliable than DIY, big-box tax preparation. Not only can they…read morehandle complex issues swiftly, they also help us plan our taxes throughout the year so we are not hit with any surprise tax bills. I highly recommend working with them, no matter what your tax situation is!

Tony has been helping with my tax woes for almost a year now. When I came to him I was extremely…read moreoverwhelmed with the situation I was in. He was both matter-of- fact & understanding in explaining the situation to me from his professional standpoint, which was helpful & relieving. I hadn't realized there were multiple ways that a tax professional could help me so significantly. I highly recommend Cole Tax Consulting to anyone in need of tax help, even & especially with more complicated situations. He will take the work & stress off you completely & keep you informed the whole way. It's the best investment I could have made.

Had a question about federal tax credits for electric cars, Jessica was familiar with the topic,…read moreand answered my question completely and quickly. She was very nice and easy to talk to, as was her associate, and the office is welcoming and stylish. I would be happy to use their services in the future should the need arise.

Jessica and the other accountants at Reed are so very, very competent, pleasant, patient, and…read moreclear. Although they have done my taxes for many years, this year I have been going through an unprecedentedly stressful and difficult time for which I was neither prepared nor qualified, and I have been able to rely on Jessica every step of the way. I feel so very fortunate to have found her!