They have held my hand while helping me to decide where to invest my money best. On top of that…read morethey offer occasional sessions to try and inform us of what is going on with Medicare, taxes, and different investments.

Great team and very knowledgeable. I moved my accounts to this firm recently. Away from a large…read moreconglomerate

We bring all of our questions to Lillian and she very patiently answers them! She is an expert in…read moretax preparation as she is an enrolled agent. When we have questions, she will respond by email quickly. We really appreciate that. We highly recommend her financial planning and tax preparation services to you.

Meyers Financial Service has been working with US for over 20 years…read more I work with Lillian sever times a month and receive timely responses. I recommend Meyers Financial Services. Carroll D. Mills

I have an account which was a type of 401k. Left the company awhile back; have been trying for…read more15+/- years to get a distribution. Today, Joe Sobolewsky called me to tell me he found a way! Miraculously, I have a check in the mail!! And, this wasn't even an account he handled. Many thanks to Joe; can't believe this long ordeal is over.

Eric has provides me with a complete tax overview and options for filing my taxes in a timely…read moremanner. I appreciate AEI Financial and have used Eric's services and expertise for years. A real professional! Thank you Eric!

. we have found him to be very knowledgeable and caring ! He took the to make sure we understood…read moreall the information he was giving us. I liked the fact that he made me feel any question I asked was an important one. we would highly recommend him to anyone ! so if you feel you need any of these services he has to offer give him A call. it should only take about twenty minutes of talking to him to evaluate if he can meet your needs. Thanks Terry

I can't say enough wonderful things about Paul Sullivan and Maria who works with Paul. My mom, aunt…read moreand grandparents have been with Paul for years. He has guided all of them with a steady hand, helping them build nest eggs and invest properly for their interests. I have now been working with Paul for a couple of years, helping my mom as she goes through mental decline. Paul has been a fabulous resource to help us both through this time, ensuring us that my mom's investments will help cover her needs in this hard time. Paul always has answers to my questions or ideas and solutions when needed. He understands the market and how to use investing as both a long term and short term solution to making my mom's life comfortable. Paul and Maria always communicate quickly and are great to work with. I can't recommend them enough..

Glad to see this guy has put a sign up and is open for the rest of you to hire him. He's going to…read moresave you a TON of headaches and the good stuff $$$$ MOOLA I was lucky to find Keith, many years ago. I run my own business and he set me up to create and distribute invoices, collections, and everything that it takes to get my billing done. I mean it was a revelation for me to get everything in order and know where it's all going - and More Importantly - where it's coming in from!! Right. They did my taxes and saved me a bunch of money - and listen, I have an undergrad in accounting with a concentration in taxes (4.0 in this area) but I gotta admit - it is / it was and always will be CONFUSING! (Confucius say use Axis to save yourself aches and pains). Okay, maybe too corny. A HUGE Blessing to have these guys really take the time - be extremely patient (I wouldn't be that patient) and take me through the steps of doing my own day to day accounting. At first they did it for me - and then they weaned me out of it by helping me through the steps numerous times. I wanted to do it after a few years when my business became easier. Point is - Contact Axis with Keith - you will Love this guy. He's too easy to deal with and he has a personality. Some accountants you don't know what they're thinking like it's some kind of mystery. Not so with these guys - straight up, reliable, and get the job done by knowing all the angles. INTEGRITY

My books were a disaster. My previous bookkeeper completely messed all my records up and to be…read morefrank: had no idea what he was doing. I had 55k in uncategorized expenses...what??? And then, the stars aligned. I had previously worked with Keith and Alissa in my past life. They were highly regarded throughout the company and were known to get it done. Keith randomly reached out to me asking if I needed help with my books. I jumped out of my chair and said I needed him 6 months ago!! I would hire him as my CFO if I could afford him (I still plan on doing so when I can ;)). I now actually have books that are properly categorized and inventory that is actually booked properly! It's freaking amazing. I can not recommend this firm more to people that are in need of accounting/bookkeeping services!