Kellie did an AMAZING job as Trustee. The trust that my uncle established decades ago was very…read morecomplicated (in my opinion), involving multiple families in many different states. It took three years to conclude our case because of several factors that Kellie had no control over, yet she stuck with it and managed the estate like the true professional that she is. She was excellent at keeping us all apprised of the issues and the plan to overcome them. If it hadn't been for Kellie, I'm certain the estate would not have resolved in the way my uncle had intended. Thank you so much, Kellie!

Do not use! Only thing Lucky is her pocket book. Elder abuse! Does not care about the her clients…read moreneeds just how she can charge them for her NO service. Handled my brothers finances and stated he owed back taxes..but you handled his finances so why were they not paid. Kellie does not communicate and complete financials in a timely manor causing more penelities. Please do not use Lucky Fiduciary...Be Safe!

Insight is exactly that, insightful! Diligent, communicative, friendly and truly goes above and…read morebeyond for their clients. As a second generation investor at insight, I can truly say that their services are unparalleled. Thank you Brian and all at Insight for a great experience!

I have been retired for almost 10 years. A year prior to retirement, financial planning wasn't a…read morepriority. Someone referred me to Insight to Wealth for a review. Overwhelming skepticism! I was thinking I could setup my own retirement plan. The more research I did, the more worried I became. I began to imagine the tremendous effort, patience and expertise required. I asked for a plan. Enter Brian S. Brian emphasized that a hedge against inflation is key in a solid retirement plan. I didn't think of that. So, he setup a diversified plan consolidating all my IRAs and 401ks using various investments vehicles. The variety provided protection against inflation, he said. 10 years later, I am living a lot more comfortably than during my working years, thanks to Brian and his team of experts!

I can't say enough good things about this place! Linda is amazing and made investing my money easy…read moreto do. She is very knowledgeable and patient. She took the time to explain where my money was going and what it was doing, which i really appreciated. Laura, the receptionist is always so pleasant on the phone as well. Great people here and I'd highly recommend Linda to anyone!

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 wholehearted recommend Palbir to anyone looking for a financial advisor to help them meet their…read morefinancial goals. My wife and I couldn't be happier with our decision to work with Palbir. We recently worked with him to get a wholistic view of our family's finances. What we enjoyed most about working with Palbir is how personable he is and how easy it is to work with him. He's also a great listener which helps him truly understand his client's situation along with their dreams and aspirations. Conversations with Palbir felt natural. He's extremely responsive to emails. It makes getting clarification on follow up questions easy. Each time we speak with Palbir, we would walk away with realistic solutions to improve our chances of reaching our financial goals. Palbir was detailed oriented and left no stone unturned when he analyzed our situation. If we were off target in certain areas, he was quick to pin down root cause and offer practical solutions to help us improve our chances for success. As a result of the adjustments we have made per Palbir's recommendations, we are already a little closer towards achieving our goals. I would give him 10 stars if I could.

I originally hired Palbir of Smart Path Wealth management to help me evaluate whether or not I…read morecould afford to buy a house in the next few years (I'm 30). After multiple discussions, he also helped me determine what I needed to do if I want to switch careers eventually and what the options are for investing with my values in mind. I am a software engineer with little extra mental energy after I leave work, so Palbir's willingness to explain every piece of his suggestions to me as well as answer all my questions was so incredibly helpful. I would recommend Palbir to anyone who wants sound financial advice, regardless of how much background they have in finances and investments. He's a good investment.

We scheduled a zoom call with Gary for some advice and to determine if we should use his services…read more He answered all our questions open and honestly, guiding us in the right direction. If the need arises to use a CPA in the future, I wouldn't hesitate to call Gary again. Thank you for your advice, Gary!

Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

I've had the pleasure of working with Brandon for a few years now for my tax and financial needs…read more He is the definition of a professional--always quick to respond to questions and exceptionally fast during the filing process. It's rare to find someone who balances efficiency with such a high standard of care. I couldn't recommend him more highly!

Helped me with 2 years taxes during crunch time!! All at a reasonable price. I'm also hard to reach…read morevia phone and he was accommodating to communicate via text or email. Pleased with my return as well. Highly recommend!

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

Faruk was a pleasure to work with! As we wanted to plan further for our future, our goal was to…read moreidentify areas where we are doing well and can improve upon. From the start, Faruk was personable and clear in communicating his services along with having a genuine interest in what our expectations were from this exercise. Fast forward a month, we have gained invaluable clarity and actionable next steps for our finances. Today, we still reference learnings and information shared by Faruk to help influence any financial decisions we may or will make. 100% would recommend Faruk to any family looking to understand their finances.

Faruk is a fantastic guy. I feel very fortunate to have crossed paths with him. He has been great…read moreat setting up our investments to be positioned well, even when the market is volatile. He has consistently grown my investments since working with him (not by single digit percentages either). He is very attentive and always takes the time to explain goals/positions clearly. Faruk is also very friendly, approachable, and genuinely cares about my financial goals. I trust his judgment and appreciate his proactive approach. I highly recommend him!

Professional, friendly, quickly respond to questions throughout the year, available in person,…read morephone, email and online. They make taxes so easy!

Have been using Bryan Haupt from ATP for 3 years now and he he has always been prompt,…read moreprofessional, and responssive. He had no problems with our relatively complext return and has answered questions about issues we were unsure about

Pleasant experience, very fair value for a ring my son had. I don't think the value was known at…read morethe time my son received a ring back in his Little League days around age 10. He found it cleaning his room at age 16 and we looked up the value. Still expensive new, but resellers are getting $800 - $2000 for the ring with tiny tiny diamonds and a tiny tiny ruby that and with 14K gold at a high now, thought we would avoid the whole selling online experience. This was SO easy and a good experience for my son. Our valuation of the gold was on spot, they take their portion and still left with a nice chunk of money for my son. Very clean inside, cool A/C on a hot day too. I'd go here with anything else I wanted to trade for cash. As a chemically sensitive person, the air fragrance was a bit much inside, but it won't stop us from returning based on fair and honest pricing and positive experience.

Great people with really fair prices! Came in to sell some precious metals and they gave me a…read morereally competitive quote. I initially wanted more time to think it over and they honored the pricing agreement when i came back after shopping around. Highly recommend this business and look forward to more business with them!