John has prepared my taxes for 3 years now and I am highly satisfied with all aspects of his work…read more When you meet with him, you can tell how detail oriented he is and that he is well prepared. If I ask him something he doesn't have the answer for, he is prompt in following up and thorough in his response. Whether it be personal or corporate tax preparation, or solely financial planning, I highly recommend him to my friends and family.

I used to do my taxes on TurboTax. My husband's company issues him RSUs. There never seemed to be…read morean area in TT that addresses RSUs and yet I did my taxes for the next 2 years. By the 3rd year I really felt things were amiss. We owed the IRS so much by tax time so I went to seek out a professional. I was specifically looking for an enrolled agent. They specialize in taxation. Isn't that the best person you can get to do your taxes? I certainly believe so. I found John Rumbold and after the initial consultation, my first impression was that this man knows what he is doing. I gladly handed over my current and past filed taxes and he went to work correcting back to 2013. It resulted in a big refund back from the IRS for all those years of wrongly filed taxes and over payment. John will be preparing my taxes from here on. Professional and efficient. Knowledgeable and thorough. Easy to talk to and you can learn a lot. Most importantly, quality work.

Excellent wealth management firm that provides attentive detail to client's needs.read more

From the owner: Cornerstone Wealth is a wealth management firm that offers comprehensive advice to individuals,…read morefamilies, and businesses using a team-based approach. Our advisors and professional staff share a passion for helping others pursue their goals. Our unwavering commitment to independent advice, transparency, and accountability fosters client relationships which last for generations.

Mooresville NC branch ATM is WITHDRAWAL ONLY for Shared Branch Banking…read more (Friendly but not required service)

Not terrible enough to quit but not good enough to recommend. No Saturday hours. Short staffed…read moreleads to waits on occasion. But they often have dog treats so the pups often like the drive through. Not too customer oriented but usually nice and almost competent staffing. Worse part, no change counting machine. Best part, save to win drawings! I've won twice!

A number of years ago, I needed to roll over my 401-K and was looking for a good financial adviser…read more I had started with one who was excellent but he retired and the one who took over his accounts was essentially worthless. Asked my accountant for recommendations and she told me ethically she could not recommend one but would give me a list of names. One was the Raymond James Office which is part of Williamson Financial Management in Huntersville. We were introduced to Ed Burns who became out Account Manager. Yes he is getting used to the allusions to 77 Sunset Strip by this time. We were very pleased with the performance of the IRA he recommended and he has worked to optimize our yield. Had some additional funds we wanted to invest and we discussed this with him today and he came up with a very good one with affords a good yield based on history and liquidity in case some situation came up where we needed access to the funds.\ Closed the transactions today and are very happy.

Matt Coffee is the best accountant I've ever dealt with. 100% satisfaction. If I could leave 10…read morestars, I would. It's never been easier, quicker or better.

We have used Matt Coffey for our buisness taxes for many years and have been very pleased with his…read moreservices. I know many small buisness owners that use Matt for both buisness and personal tax services and have been very pleased with his work. No one likes to pay taxes, but Matt makes the process very seamless. I have and will continue to recommend him to other business owners.