Kevin Chou did my taxes for several years until I learned enough to try preparing them myself. He…read moreis professional and courteous; knowing that I was a freelancer, he told me about the SEP IRA, and he took the time to explain things like how deductions and business write-offs worked. This tax season, when I was extremely worried about my retirement plan contributions, Kevin talked with me by phone, answered my questions, and offered a possible solution. Thank you, Kevin!

He is charming when you first talk to him but then he is unable to calculate and file your taxes…read more He is either on drugs or has another occupation by which he does not have the time to do your taxes. His ineptitude will force you to file late, get penalties and in the end be forced to hire anothe accountant that can sort out Kevin's mess. PLEASE AVOID THIS INDIVIDUAL!!!

Allison is an incredibly thoughtful partner to have while working through your specific financial…read moregoals. She dives in to understand what will suit your situation and priorities in order to provide you with the best approach. She will also help you be flexible and pivot as life changes.

I have known Allison for twenty years and she is phenomenal at managing finances. Her advice over…read morethe years helped me develop my retirement fund, budget the money from my paycheck and create savings that allowed me to buy a house and be ready for three children. Because of this financial stability, I have the peace of mind that I'm not going to have major money troubles in the future. I highly recommend her services for anyone that is struggling with finances or just wants excellent advice!

thanks so much . The best service ever I mean ever. realest I mean it. they break it all down so…read moreeasy.

kapital mind has genuinely made a difference for me. When I first started using their services, my…read morecredit was sitting at around 450 and I honestly didn't expect major progress right away. But after sticking with their guidance and letting their tools do their work, my credit climbed to around 650! That may sound small to some people, but for me it represents real, measurable growth -- and proof that their approach delivers. What I appreciate most is how simple and transparent everything has been. kapital Mind breaks down each step so I always understand what's happening and why it matters. Their system tracks changes clearly, gives helpful insights, and makes it easy to stay consistent. I never felt lost or overwhelmed; instead, I felt like I finally had control over my financial progress. The improvement in my credit isn't just a number -- it's confidence. kapital Mind helped me see that even small steps can lead to real improvement. If you're looking for a service that actually supports your financial growth and shows results, I'd definitely recommend giving kapital Mind a try.

Jason and the team do wonderful work! I use their services for my small business and personal taxes…read morebecause they are so reliable, easy to communicate with, and dedicated to their clients!

There is no better place you could go to have someone help you both with your business and personal…read moreaccounting.When you choose to have Weisz accounting take over you become part of the family with that personal touch.

Conversations and help around financial topics was always scary to me. I felt the industry was made…read moreto help only those who could afford it, but I came across River giving a talk in a conference and was immediately blown away by their approach to having a financially stable life. From the moment we connected for a consultation, I knew I'd been lucky to found them. My wife and I worked with them for about 6 months and their warm, non-judgemental, and knowledgeable approach to our journey was a game changer for our financial literacy. Additionally, their embrace of our personal stories and intersecting identities made us feel like we were truly taken care of. If you're looking to learn more about your finances, and hope for a future with personal financial autonomy while helping dismantle systems of oppression, I'd say look no further than River.

It's a great credit union provided you NEVER, EVER, need to call their customer service center fora…read more question. Their customer experience on line, via the call center, or via email is HORRENDOUS. You often have to wait 1-3 hours to ask a simple question. Often the call center disconnects you after you have been on hold for 45 minutes or longer. It's been this way for the last 4-5 years and they have made no improvements. I don't recommend them to anyone who might need to interact with customer service. Probably the worst company i have ever dealt with in that regard.

The customer service this financial center provided today was HORRIBLE!!!!…read more I must say "I am not a member of TruMark". However, TruMark is a shared bank with the bank that I do have an account with ... So it allows me to go here as well as a couple other financial centers for banking services. So if I was able to get to my bank/ I did not need to make a withdrawal. I would have never came here. (And I really wish I didn't) So I walk in through the secured doors. Feel out the withdrawal slip and get in line. The line is pretty long because I'm guessing maybe because the 1st is New Years and the branch will be closed. Also this bank has a lot of bilingual bank tellers here. Which is a plus, because it seemed like 95 % of the people that came in were Hispanic. But the part is some of the customers only knew Spanish and did not understand when the bank teller said "next"... And the tellers could tell the customer did not understand English. Yet still did not call or signal the customer. They just waited for another customer that was able to speak Spanish told the customer..... So the line is moving slow. So finally I get to the bank teller. She's saying "next" but I can't see her because she'll sitting at the end with her chair low..(ridiculous) When I get down to where she is her and the teller beside her have no customer. So instead of her saying "I said next".. It's like she wanted me to read her brain lmaoo. She puts my acct# in and says "it's not working the acct# number could be wrong or maybe your bank system is down and it won't let me pull it up" ... So being as though this is my first time coming to this branch or even using one of my financial centers shared banks. I go to hand her the card I received when I opened my account with my acct# number on it. So she can double check the numbersAnd she just blurts out without even looking at the card. "I already tried three times it won't let me, you need to call customer service" I'm at lost for words, after waiting in that line.... No type of customer service, just classless. So I step out of line, after picking up my withdrawal slip. I drop my darn phone I'm so annoyed at her unprofessionalism. And I hear her say "if you like you can go in the conference room"... I was a bank teller at Wachovia for almost 4 years. And when I tell you we strived for excellent customer service!! We looked to make the customers transaction was easy as possible. So not only did I have to wait 15 mins on hold with customer service for my bank. Just to find out if the bank teller would have just looked at the card I tried to show her. I could have avoided wasting 20 mins out of my day. Just because she wanted to make it harder for me... So I get back in line and now almost all the teller are out talking behind the counter but yet no one is calling me. Than one young girl does. And she acts like she has a attitude lmaoo. (I truly will never understand people) she puts my money on the counter and not in my hand.... Update ::: I spoke with the branch manager and she was very apologetic about my bad experience that day. And I really respect and appreciate it!! When someone reaches out to you after having a bad experience. It shows that they do in fact value their customers. Which she didn't have to do. So thank you!!

My wife and I needed professional advice about our finances, specifically related to if/when we…read morecould retire and had we saved sufficiently to live comfortably. Before we even got into the actual dollars, Pam spent a lot of time just getting to know us and finding out how each of us had dealt with money throughout our lives. She wanted to understand our experience so that she could give us advice that took our tolerance for risk and comfort with different ideas into account. She was VERY thorough in gathering all the information she needed, and continues to be very willing to answer the many questions that come up as we work through the process of making a financial plan for the future. The model she used to create a dashboard is very detailed and is giving us the information we need to make decisions. We could not be happier with the service she has provided and can happily recommend her!

My wife and I were looking for a second opinion on our financial plan a few months ago. Thankfully,…read morewe discovered Pam during our search. She is easy to work with, thoughtful, and very knowledgeable. Her initial approach is ideal and after hiring her to create our plan, we were pleased with her caring and detailed approached to gathering all the information needed to build our plan. She was able to walk my wife and I through our current and future goals ensuring our plan would meet our needs. We are so glad we got a second opinion, Pam was able to show us we were in a better financial position than we thought and was going to save us hundreds of thousands in taxes that we could use to improve the quality of our life style. The best part of the experience was when Pam was able to clearly show my wife that she could securely retire immediately. We had planned for her to retire this year, but she was anxious and unsure we were in a position for her to truly quit working. My wife has thoroughly enjoyed being retired this year focusing entirely on appreciating what life has to offer. Much appreciated Pam :)

Absolutely the best service. Since I found this accounting group filing taxes became a pleasant…read moreexperience. They are so knowledgeable and organized and have excellent knowledge of every type of situation. So we just went to our annual tax appointment and it was such a good experience and they did it very fast, on the spot. Simply genius, the best. High fives all around.

Super helpful and friendly, and got me the best return I've ever had - what a fantastic combo!read more

I'll keep this review fairly vague since personal finances are, welllll, personal. But wifey & I…read morewalked into Gould Financial/Northwestern Mutual completely uninformed and stressed. We were greeted with a warm smile, kind words and a cold beverage by Julie, the Operations Manager. Before long, we were welcomed into a conference room by Advisors Brady & Lucas. We got the overwhelming impression that these two gentlemen really wanted to help us. After listening carefully, they shared their knowledge, insight & considerable experience in crafting a plan to realize our goals. When I asked a question about something that was outside their expertise, they GOT AN ADJACENT EXPERT ON SPEAKERPHONE TO ANSWER US CONCISELY! The people at Northwestern Mutual seem to be committed to building relationships. And that in turn builds business. A very old-school approach nowadays, in my opinion. I 100% recommend them.