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    Axa Equitable

    1.0 (2 reviews)

    Services - Axa Equitable

    Investment management

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    4 years ago

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    NG Advisory Group - Diane Bishop, EA, MST

    NG Advisory Group

    (15 reviews)

    I'd been doing my taxes through Turbotax for years, and finally this year my taxes were too…read morecomplicated so I decided to go to a professional. I'm so glad I did. John is thorough, calm, and very detail oriented. He went through my previous tax returns and found deductions that I didn't even know that I missed. He sorted out my taxes without judgement or snark. He also gave me great advice on healthcare and my upcoming tax year. Just a great guy. I'm happy to have him as my new accountant.

    I used John for nearly 10 years. Not because I liked him all that much, but he was convenient and I…read morethought he was competent, though nothing more. However, every year I said to myself that this will be the last time I use him. His communication skills get a 0. He doesn't answer the phone or respond to messages. You may as well use the USPS to write to him because email doesn't work very well. This year I was in a pinch to get my taxes done quickly. I told him that before I sent my return. After 2 weeks, nothing. He didn't acknowledge receipt of my return (which was sent email) until I contacted him. He finally got back to me after 2 weeks (after leaving messages everywhere) to tell me it would be another week or two. My return is about as simple as they come. Making a long time customer wait for up to a month for a simple return is not good business. I finally fired him. John is a nice guy and I wish him the best. Hopefully, this review will enlighten him about customer service.

    Axa Equitable - investing - Updated May 2026

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