We've had an excellent experience working with Grose Wealth Management. Our financial situation is…read morefairly complex, and their team took the time to truly understand all the moving pieces before offering any recommendations. They thoughtfully listened--not just to me, but to my husband as well--making sure both of our concerns and goals were fully considered. Their guidance was clear, practical, and tailored specifically to us. Rather than overwhelming us, they helped break things down into manageable steps and set us on an achievable path. We have a stronger sense of direction and feel more confident now than before stepping into their office. Highly recommend to anyone looking for knowledgeable, attentive, and genuinely client-focused advisors and wealth managers.

Can't speak highly enough of the Groses! Not only are they very intentional about understanding…read moreyour financial goals & how to get there, but they become your genuine friends that understand you & want to help you. Can't recommend them enough!

I've known Mr. Rinaldi (or Joe as he insists on me address him) for more than 15 years and have…read moretrusted him and his team to manage my financial assets. Trust is something that is earned and Mr. Rinaldi has definitely earned my trust. I've seen my investments increase through the years. My mom always taught me to save up for the rainy days and I really took that to heart. Mr. Rinaldi (Joe) sees the long term picture and he always assures me to ride out the wave. I have anxiety so I completely trust him. He and his team truly go above and beyond. Those monthly phone calls from Mr. Rinaldi himself is proof of how much he cares for his clients. Thank you QFA and Mr. Joe Rinaldi.

Plenty ,they will not respond and the scammers are out in full force.I have tried repeatedly to get…read moresomeone to call me and it's a no go.

Please do not reach out to or count on this firm. We worked with Steven for two years without…read moreincident - I wouldn't say he did a great job or was particularly communicative but our taxes always got filed and we aren't aware of errors. However this past year he dodged my emails/phone calls, my husband's emails/phone calls, and my elderly mother's emails/phone calls (we all file separately). He once picked up the phone and then pretended to be someone else when he realized I was calling for an update on my taxes. He lied to us about filing for an extension and took forms from my mother that he never returned. Ultimately he stopped replying entirely and we had to look for a new accountant, several months after the filing deadline. I just got a notice that I owe several thousand dollars in late filing fees because it turns out he also lied about getting an extension. I don't know what is going on and while I wish Steven no ill will, please do not work with this firm or him. I don't want this to happen to anyone else.

Update 2/13: A partner at Capitol CPA reached out to me to apologize for the situation and explain…read morewhat happened. I was more than satisfied with their explanation and eagerness to earn my business and trust. I've taken them up on the offer to work with them so have updated the review initially and provide a final review once completed. ______________________________ Let me say the reason I reached out to Capitol CPA is because of their excellent reviews and they were my first pick. However, it's difficult to go with a company or trust them with your taxes when they can't even respond to you in a timely manner or at all. Let me detail my experience below: December 16, 2019: Send an inquiry through their website asking about availability for new clients. Receive a response from Steven that they're currently evaluating their capacity and will get back to me in a week. I respond immediately asking if I should follow up in a week or if they'll let me know? *CRICKETS* December 26, 2019: Ask for an update. Hear nothing, follow up with an inquiry through their website December 31, 2019: Receive a response from Steven apologizing for letting this slip through the cracks. They have room for new clients and ask for information. I respond an hour later with the information. *CRICKETS* January 19, 2019: Another follow up. Ask for an update. *CRICKETS* January 31, 2019: I give up. I reached out to three other companies and they immediately responded, asked for my tax information which I provided, and... immediately responded. So thank you Capitol CPA for wasting my time.

I couldn't ask for a better small business accounting firm. They've helped me grow from a one-man…read moreband to 20 employees spread across the country, and have been an excellent partner every step of the way.

Don't go there, If…read moreI could give lower than 1 star I would have. Recently visited this place and was disappointed with overall experience, wait times was excessively long, the staff was unprofessional, despite having an appointment, we still waited over 30 minutes, then we were told they're behind schedule and we have reschedule, that is very rude and explains that these people has no time management skills, with that I decided to leave I can't trust people like this place who can't even manage time, being unprofessional and who can't even clean or organize the office, horrible experience, they don't care about ur time, I don't recommend this place.

Jibran has been filing our taxes for a couple of years now and I'd like to highlight how great our…read moreexperience has been. He is thorough in checking your financials, asking questions, and providing advise for the best tax outcome. Very professional and friendly staff. I would highly recommend this firm!

My wife and I have had the great good fortune to have one of ReFrame Wealth's founders, Mitch…read moreFalter, as our advisor. Initially, Mitch helped us structure our retirement planning for -our- retirement goals. He then coached us through the transition from work to retirement. Mitch and his team now manage our retirement funds, as well as serving as fantastic resource on matters surrounding retirement, aging, community engagement and numerous other issues. We were employed the academic and non-profit world, and contributed to the sorts of plans used in those places. I have been surprised by the flexibility that an advisor brings to managing retirement funds post-retirement. This is not an off-the-rack plan. It is bespoke, and we are very happy with it. I'm not sure if anyone uses Yelp to find a financial advisor. But if that's you're situation, take a look at their website.

I had a wonderful experience working with Sanam Vivansia at SNTG when I purchased my new house. I…read morehad 2 closings on one day and she was completely prepared, professional, and I felt very well taken care of. The entire process with SNTG was seamless and low stress. I highly recommend!

Feedback: I had worked with SNTG to close 3 homes. They were unbelievably patient and took extra…read moretime to address all of our questions and concerns. Extra shout out to Mike Piple for going the extra miles. SNTG makes complex process ... simple.

Not only an accredited CPA, he is a good person. He couldn't do my taxes so he made sure to find…read moresomeone who can. 10/10 will see in 2027.

This was the worst experience I've had - the communication with Gerald was beyond terrible. It was…read morea series of trying to get in touch with him, and trusting his promises while he continued to disappear and be unresponsive for 2-3 weeks at a time. Initially, he told me that he expected to wrap up my return within a week because he was going on a trip. At the end of that week, we set up a call where I found out he hadn't even looked at the documents. He said he'd be done by the end of That week...I followed up with him again and he simply sent me a document with a price, but without following up on the items we had discussed over the phone. For the next 3 weeks, I couldn't reach him for clarification because he was "busy with clients", and then he sent one short email telling me he wasn't sure if we should do my other year's return, but with no opportunity to discuss. He then went on an overseas trip for 3 weeks without notice. 2 weeks later, after more follow-ups, we had a phone call where I told him how unacceptable this communication was and the confusing timelines/expectations. A full two months after our initial "one week" timeline, I finally received the returns but was too worn out to review them with him anymore. I emailed him to ask about a missing state return, and never heard from him again. Nightmare.