Incompetent front desk staff disseminating incorrect information, and indifferent, self-serving…read more"financial consultants." Each visit has been a waste of time, and confirmation to go elsewhere. By far, the worst of the Schwab experience.

After many phone calls as a long time client, finally had an appt. on the UES office. John Bowen…read morewas most helpful, knowledgeable made me comfortable.

I have been stressing out over my 2018 taxes way before 2018 was even over. LOL.. It was my first…read moreyear of electing as an S-Corp. Majority of my income was coming in under my business with no taxes being deducted so I knew I had to pay. I was pretty sure i was going to owe like 10k :( .. I chose OG bc of the great reviews (thanks yelp!) Before going in I was actually nervous and a bit ashamed bc as an adult I have know idea about taxes yet I decided to elect as an S-Corp lol. Then I finally came in & was seen by Eli. Here are some highlights of my experience: Eli is very knowledgable and is able to explain everything easily so that people like me who feel like taxes are a foreign language can understand. I came in assuming I was going to owe so much bc I had no idea what I was doing or how taxes even worked.. but Eli answered all of my questions with patience even though I know I was probably asking the same question over & over lol. Now for 2019 I will not be stressed! Eli also shed some light on things I had no idea about like how putting money in an IRA can really help to save on how much I owe in taxes, and how I need to go ahead & pay estimated taxes twice a year, and other business related matters that as business owner i needed to know & did NOT beforehand. Before your appointment they give you this great "tax planner".. it pretty much lists out everything that you can & should be writing off on your taxes & allows you to put in the totals. This was so helpful.. it really helps you organize everything. I called with a question & was quickly directed to Eli which was nice bc I thought I was going to have to email or wait for a call back, etc.. Jane at the front desk is also very helpful, polite & accommodating. Overall, I highly recommend. Especially if you have no idea what you're doing bc I know I cant be the only one. I left feeling so much better & at ease after it was all over.

Absolutely the best service. Since I found this accounting group filing taxes became a pleasant…read moreexperience. They are so knowledgeable and organized and have excellent knowledge of every type of situation. So we just went to our annual tax appointment and it was such a good experience and they did it very fast, on the spot. Simply genius, the best. High fives all around.

One of the only companies to get back to me in a timely manner. Very professional. I wasn't able to…read moreuse him this year but saved the information for next year so it would be so rushed.

Very helpful and answers all my questions .Giving detailed information on my taxes and other…read morefinancial plannings

I've worked with Lew and Karen for the past 20 years. They are recognized industry leaders who are…read moreas well respected as anyone in our industry. Besides being extremely smart they are very personable with a focus on how to help the clients. Their office is recognized year in and year out as being one of the best in the country. As someone who works with advisors throughout the country and has a very visible firm, I highly recommend L.J. Altfest for their advice, integrity, and ability to translate complicated financial planning/investments into an understandable plan of action.

BAD FINANCIAL PLANNING, DETROYED PORTFOLIO, UNSUITABLE INVESTMENTS, UNPROFESSIONAL CONDUCT…read more 1. Destroyed portfolio with over 1/3 value lost 2. Ignore client 3. Main owner, Lew, lost temper when question as to why did he things the way he did them. That is Lew.(I don't know what a PHD in Finance from City College gets ya but not an ego that big) He does not like being questions about his decisions. If you go with this outfit, do NOT, sign over full decision making rights to this financial firm. 4. Unsuitable investments and risk for a retirement person age 5. Promises of retirement planning, puts it off, then asks for big money. There is no way to properly invest without doing cash flow analysis or coordinating with other investments 6. Alleging that he takes a cookie cut approach and does not tailor things to the risk levels and ages of his clients or wealth level 7. Neglects small clients 8. They changed their company's name from LJ Altfest. Lew and Karen are husband and wife. They have various underlyings their too. Their son worked their for a while. I hope he headed for greener pastures. On the whole, I would say stay away. Do not sign his arbitration agreement it binds you to expensive arbitration. Make sure he writes out what he is going to do for how much money, who bears the cost of trading etc. I would even venture to say you are better off with Fidelity so long as they came in at less than 1%. This guy was no better than a petty broker and had a temperament of one to boot. This is one person's opinion based on a factual client interaction I am sure Vanguard, Blackrock, Bernstein, UBS would be fine too.

June is a very knowledgeable, experienced and amiable financial advisor. He's a great listener and…read morecan breakdown complicated financial processes into simple understandable terms. He really cares about his clients and their portfolios. He stays up to date with the latest financial happenings and is always on the lookout for opportunities that his clients can take advantage of. He is not pushy by any means and lets YOU decide what direction to take. His easy going, friendly style is what makes any meeting or phone conversation pleasant. If you are a first time investor or wish to increase your portfolio's value, June can help you achieve your financial goals with expert advise.

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.

I had a very disappointing experience with this tax office. I went in expecting clear guidance on…read moremy tax situation, but the communication throughout was poor and incomplete. I was not properly informed about the full outcome of my return or the potential balance due. Instead, I was left with an unexpected $95 payment that was never clearly explained to me in advance. This should have been communicated upfront so there are no surprises for clients. When I tried to get clarification, the staff and management were not helpful in resolving the confusion. The overall experience felt disorganized and unprofessional, especially for something as important as taxes. Because of this lack of transparency and communication, I would not recommend this place for tax preparation. I will not be returning.

They are an excellent resource and community service partner…read more They have been a free tax service provider for several years and our clclients look forward to workijng with them again. It would be great for them to have more locations.

do not use. business has gone downhill.read more

I've been a customer since 1978. Schwab was great back then. Now, it's grown too large and too…read morearrogant. They are now bombarding me with email sales junk. I get as many as four or five each day. I've asked them to stop. I've deleted my email address from my profile. It continues. Arrogant! If you want this experience, go ahead. Bombarding good customers with emails, filling up their email box is disrespectful and a violation of trust. It's the digital equivalent to cold calls. I didn't sign up for digital harassment.

So far so good ! Not pushy but able to discuss and array of your needs for the the future goals…read more Openly explain anything very nice! I'll be back to update at a later time

In the course of my week as a doctor I meet and speak with a 100+ patients from all walks of…read morelife. Unfortunately some of my most elderly patients find themselves in financial distress and under a burden of debt , either from the loss of a loved one or illness. This is unfortunately becoming a more common story. I have referred several of these patients to the professionals at JXD Financial and they are uniquely trained and familiar with these situations of the elder population. In addition it goes without saying that taking care of this population of client takes a certain touch and knowledge base that only the most caring of individuals can deliver, the Team at JXD Financial....They deliver!

These guys deserve way... more than just 5 stars!!! While I'm not anti-social, I also don't just…read moregive out "kudos" to people. Call it being a Marine thing, or just me in general. Point being, Wow!!!, these guys are very impressive. I ran into these guys by pure luck, while taking a break at work. They knew of my military background and were just genuinely interested and appreciative of my military service, and one conversation led to the next. I told them of my financial struggles, and how tired I was of looking for help and just got the run-a-round and/or that feeling that there were a lot of strings attached with every company (even those that supposedly focus on "helping" Veterans). They told me that they "might" be able to help. So never promised me anything, took a look at my debts, told me of every single part of their program so I could see if it would be a good fit for me. There was no pitching or selling, they told me all of the pro's and con's of the program. Well longer story short, I went from paying over 3K a month for debts that were going to take me at minimum a little over 12 years to pay off, to now paying via their program a little less than $700 a month in a 46 month no interest locked-in rate program. I'm not a math genius, but paying all of my debt while paying literally thousands less in A LOT less time (like literally cutting off about a decade of payments) is well worth not being able to open up any new line of credit accounts throughout the program. Yep, that's the negative part. Not being able to get more credit cards or lines of credit, literally the same thing(s) that got me into all of this debt to begin with. Wait, now that I think about it, even that isn't even a "con" when considering the pro's and con's. I don't do many reviews, but definitely had to give these guys a "shout-out". Thank you for everything. I hope others that were in my initial situation can also see how genuine and how if they (those needing the help) want to, they (JXD) can help them. If they (those needing the help) are serious about getting out of debt these guys can truly help. JXD Financial are DEFINITELY, Marine approved!!! Oohrah!!! - Eugene Oliva, U.S. Marine Corps, Sergeant, Post-9/11 Service-Disabled Honorably Discharged Veteran

Profit Forex Signals company is simply the best. I have never encountered a reliable company like…read morethis. They offered me a real-time analysis of the forex market. When I paid for their trading plan, I was receiving notifications of trading signals which boosted my profits. I made over 1000 pips in one month. Their prediction is 90% accurate. If you're looking for an honest signal provider, you should opt for this company.

My experience with profit forex signals is very good. First they always make me promised pips and…read moremoney. Second they are always ready to chat and talk with me. I can recommend this company to everybody