A few years ago, after receiving an inheritance, I spent a great deal of time researching and…read moreinterviewing fiduciary financial planners. Since we had never needed one before, my husband and I wanted to be sure we were making thoughtful decisions for our future. We ultimately chose Patrick, and we couldn't be happier with that decision. His focus on sustainable investing made him stand out even more and aligned well with our values. Patrick is not only highly knowledgeable and professional, but also approachable, thoughtful, and easy to talk with. Nearly three years later, we remain extremely pleased with both his guidance and the results. The addition of Rachel Strong to the team has been another positive development. She has been wonderful to work with as well, and together they provide outstanding service and support.

My husband and I were looking for a financial advisor after years and years of trying to manage it…read moreon our own. We needed someone we could trust, that can help organize our finances, set up some estate planning, and overall improve our financial literacy. We're so happy to have found Impact Fiduciary and to work with Chris whose always made sure we are set up for success. He's extremely knowledgable and patient in walking us through what financial decisions need to be made, and exactly what we sign up for as we look into certain investments. He's great at keeping up with us, even when we tend to lose sight of our goals or meetings. We've been fortunate to see a lot of growth after working with Chris, and it's assuring knowing we're investing with those who have similar values as us. Looking forward to working with them for years to come!

Highly recommend. Communicative, supportive and company/ customer focused…read more I recommend Dana and her team

We chose Weaver Insurance because they were responsive and friendly -- which continued throughout…read moreour experience. They were quick to reply, courteous, pleasant, and available when we contacted them. As a broker, they do not provide insurance themselves but sell policies from insurance carriers. When we needed to file a claim, their limits became clear. Here is our experience: When we had a claim, their recommendation was that we not file it, citing the possibility of denial and potential premium increases. This was an uninformed and incorrect recommendation. As we asked questions, it became clear they lacked the expertise to help us analyze our policy or advise us on how best to proceed. With outside help, we decided to move forward with filing the claim. At that point, Weaver Insurance introduced us to the insurance carrier -- and then disengaged. They did not assist us in preparing or submitting the claim, did not advocate on our behalf, and did not follow up with the insurer to help move the process forward. As they stated to us, evaluating claims or determining whether the settlement was appropriate "falls outside their scope of services." They fully deferred to the insurance carrier's investigation and judgment. Fortunately, we did receive a substantial settlement, thanks in part to outside help, the carriers third-party claims adjuster, and the insurance company. In our view, Weaver Insurance added no value to the process. We needed them to have the expertise to support our claim, and they did not have it. Their approach raised questions about whether their incentives are aligned with their clients' interests. We understand why Weaver Insurance has been successful -- they are friendly and responsive -- but when it mattered, they did not have the skills to support our needs. Based on our experience, I recommend a broker with expertise who will support you through the full insurance process.

I have all of my commercial insurance, homeowners and health insurance through Nancy Bond. They…read morehave always had great customer service and have save me a lot of money by shopping for the best rates for me. Karen, Jennifer and Nancy have been great at assisting me with what we insurance questions I have had a long the years. I highly recommend them

Truly a professional Business Broker. This firm has a staff that has worked with many of my…read moreclients and I've heard nothing but good feedback. It's a pleasure to refer people to a company that you KNOW will do a good job. Thank you

The Gavigan team--especially Josh and Brian-- has been preparing are taxes for several years. They…read moreare knowledgeable and thorough. Worth every penny.

This company obtained my tax information through some kind of buyout or agreement with Gibbar. I…read moredecided to go ahead and use their services for 2021 taxes. This year I used them again for my 2022 taxes. Michael J. was in charge of my account. 1) INVOICE INCREASE, WITHOUT ANY NOTIIFICATION. If you decide to use this company from one year to the next, I recommend asking them if their service charges remain the same or if they have increased. They will not notify you. The invoice for my 2022 taxes was $50 more than last year, for my 2021 taxes. As indicated on the invoice, it was the same service as 2021, yet they charged me $50 more with no notification or warning of any kind that their costs have increased. Their phone receptionist could not explain this cost increase, and referred me back to Michael J. After several attempts, I finally got Michael J. on the phone, and he simply says that they had to increase their fees because of rising filing costs (or something to that affect). It seemed to me quite the canned response. There was also no explanation as to why I was not notified of their service charge increases. 2) SIMPLE REQUEST TURNS INTO ORDEAL Michael J emailed me on 8/26/23 with my taxes to review. He stated "Once you have had a chance to review please let me know if you would like to discuss." I briefly spoke with him over the phone and asked him if he wouldn't mind just jotting down on my spreadsheet of categorized write offs, what amounts were written off. He raised no issues and said YES he could do that. I followed up with an email and the spreadsheet attached with this simple request on 8/28/23. Mind you, my taxes WERE NOT FILED YET WHEN MY REQUEST WAS MADE. And Michael J. had already agreed to do my request. Two days later, I went ahead and signed the taxes, BELIEVING that Michael J. would follow through on my simple request. I politely follow up week after week. Until finally the 5th request ONE MONTH LATER, on 9/29/23, I get an email response from the owner, Michael G, which reads: "Mike J had asked that i follow up you regarding your request.   I was bit surprised by your request as you had already approved my firm to file your taxes when you signed the IRS form 8879.   Our engagement concludes upon filing and acceptance of your taxes.    Because you did not use our tax organizer this makes it very time consuming to respond to your request and we would have increased fee to do this extra work had you asked for it prior to us filing your return.  We are completing other returns right now because of the upcoming final deadline and we are unable to comply with your request until after Oct 16th." Let's keep in mind that "our engagement" was NOT concluded at the time of my simple request. And that Michael J said he WOULD do my request. This was BEFORE I signed on 8/30/23. I follow up with Michael G. on November 17th, and he replies "Hi michael, You know they extended the deadline to nov 16 so we are still working on finishing up." (Notice his unprofessional response, and not capitalizing my name). So my simple request from 8/28/23 is apparently going to take 2 and a half months for you to answer? I replied to his email, asking him if he stands by his company reps (Michael J.) and what they tell your customers... I also asked if he was going to stick by his word, that would comply with my request after Oct 16th. His response on 10/22: "no i reassigned this to me.   normally clients dont ask these types of questions after they have approved us to file your return.    our engagement letter, which you signed states our engagement is complete after you approve us to file,   i will call you next week to discuss your request.     let me know what day and time would be good to go over your questions" At this point, I've had enough of Michael G. as he shows no professionalism nor care for grammar in this response, which shows complete lack of respect for me as a client. He states AGAIN about this engagement letter yet FAILS to see that my request was made AND AGREED TO before I approved them to file. He then decides he'll talk with me after disrespecting me once again? I don't need a phone call, all I need is a response to my original emailed request to Michael J on 8/28/23. This request would have taken a max of 5 minutes for them to do, not MONTHS. This is not how you treat returning customers. In my opinion, this company fails to see any value of returning customers. I will not be returning. As Michael G. states above, "our engagement is complete after you approve us to file." Yes, it is definitely completed.

Reliable, friendly and knowledgeable. I have been using Allied Accounting for over 15 yrs, even…read moreafter after I moved away from SG Valley. Christine is super knowledgeable, and Jennifer is super friendly, no frills office. Some of my clients from work say they can't get a hold of their CPA, I never have that worry with my CPA, staff at Allied Accounting always reply to my emails and calls timely even during busy tax season.

Have been working with them over 10 years now! They are so helpful, knowledgeable, and wonderful…read morework ethics. A pleasure to work with. Christine is educated not only in accounting/CPA, but also legal/law, so she is very wonderful patient adviser for businesses.

After signing up for Medicare, I needed help figuring out what plan to pick. Original Medicare…read morewith a supplemental plan, or Medicare Advantage? And which company? What about prescriptions, vision, dental....? I was getting so many annoying calls and unsolicited mail - which only added to my confusion. Luckily, I found Sherry and she sorted it all out, listening to my priorities and pointing me in the right direction. As a nurse who's helped countless patients get medical care, she truly cares about people - and knows that insurance is sometimes a hurdle in getting the best care (or affording it). So thankful for her help!

Sherry was amazing help! Thank you so much! She helped me navigate the process with ease.read more

I entrusted my money with Alex, and I've been so grateful ever since. Even though it wasn't a large…read moreamount when I started, Alex--and his wife and business partner, Tori--have always treated me like I was their most important client. They're kind, professional, and truly committed to helping people succeed. Alex schedules regular check-ins, is always available for questions, and together they offer free classes on topics like investing, retirement, and Social Security--as well as thoughtful client events. When I needed help transferring funds from an old retirement account, Alex made the process seamless and stress-free. Over the years, I've seen real growth in my accounts--but more importantly, I've felt supported and genuinely cared for. That kind of trust is rare. If you want personalized, honest guidance, I wholeheartedly recommend them.

I've been working with Tori for over six years and I couldn't be happier. She takes the time to…read moreexplain everything to me in full detail and always asks if I have any questions or concerns. I'm not the most financially savvy person so it's wonderful to have someone in my corner who knows what they're doing.

I've had an excellent experience with this CPA firm. Their accountants are highly professional,…read moretrustworthy, and reliable. They respond promptly to inquiries and always treat clients with respect and genuine care.

Jenny has been a tremendous help to me. She has extensive experience and resolved my tax issues…read more The other staff members were also very friendly and answered many of my questions about tax laws and tax-related questions. Since I'm not often in the U.S., they even worked overtime to respond to my messages despite the time difference. I genuinely recommend her to anyone in need of assistance.