I was living in DC for a while and had some financial investing questions. I found AOG online and…read morefigured I would give them a call. Not only was the women I spoke to super friendly but helped with the initial questions I had. This first experience I've had with AOG was really positive, I'm excited to work with them more in the future.

I have been a client for many years and would not be where I am today without them. They have…read moretaken care of many complicated financial needs with care and professionalism.

We've had an excellent experience working with Grose Wealth Management. Our financial situation is…read morefairly complex, and their team took the time to truly understand all the moving pieces before offering any recommendations. They thoughtfully listened--not just to me, but to my husband as well--making sure both of our concerns and goals were fully considered. Their guidance was clear, practical, and tailored specifically to us. Rather than overwhelming us, they helped break things down into manageable steps and set us on an achievable path. We have a stronger sense of direction and feel more confident now than before stepping into their office. Highly recommend to anyone looking for knowledgeable, attentive, and genuinely client-focused advisors and wealth managers.

Can't speak highly enough of the Groses! Not only are they very intentional about understanding…read moreyour financial goals & how to get there, but they become your genuine friends that understand you & want to help you. Can't recommend them enough!

I reached out for tax services. She indicated that she would determine the price for her services…read moreand would get back to me, however that did not happen. I sent a follow up text and she responded "please Remove me" out of the blue. Very discriminatory... I would not recommend.

I am sooooo glad I found Ms. Moore. She did my taxes for my small business and my personal business…read moreand All I can say is that I am completely satisfied. It was so hard finding a tax accountant, that actually explains everything to you, and helps you answer questions you don't understand. She was extremely knowledgeable and professional. If you are looking for an affordable, dependable tax accountant then you need to look no further. It was a quick turnaround too. I look forward to seeing Ms. Moore this tax season.

I wanted to share my outstanding experience with Acorn Financial Services. From our very first…read moremeeting almost two decades ago, it was evident that their expertise and dedication to tailored financial planning and advisory services is unparalleled. It has been a game-changer as they became a trusted partner in our financial journey, holistically understanding our family's financial objectives, concerns, and unique circumstances while crafting our personalized plan empowering us to make informed decisions. The firm's clear and transparent communication and patience were invaluable as they proactively and reactively responded to our situation, questions and concerns. Their expertise, knowledge and strategic guidance (taxes included) have enhanced our financial outlook and long-term aspirations for my wife and I, as well as our children. This allowed us to focus on other aspects of our lives, whether working to advance our career or spending more time with our family. Looking back at the nearly 20 years as a client, the gift of time to spend with our family, friends, career and other personal endeavors was one of the most valuable and unexpected benefits as we began the journey with them. I highly recommend Acorn Financial Services to anyone in search of a trustworthy, knowledgeable, and client-focused financial advisor and planner. I have introduced close to 30 close friends and family members as clients over the years, all with similar positive experiences.

I may have just selected a lazy account manager but he doesnt hold regular status update meetings…read moreand he is late and doesnt stay on task when he is in the meetings so my time is wasted. He cannot explain his investment strategy. I only notice Activity on my account around when I send emails inquiring about the status of my account which triigers his memory that I am a client. There are too many websites needed to manage my money since one is needed to budget, one is needed to see investments, and a third for something else. There is not one for everything. I am paying investments fees quarterly to lose money while my friends made money during the same timeframe so he cant blame the market. Go somewhere else.

Tanina was terrific with last minute tax services last year - our previous tax accountant closed…read moredown so we were in a bind but we were lucky to come across Futurity Capital. Taxes were done again this year and they were done promptly at a reasonable cost and with great results. Will go back to Tanina next year, too!

First-class service all the way. Helpful, prompt, courteous, and personable. We are very pleased…read moreto have found Futurity Capital and have worked with them now for two consecutive years, and plan to engage with them for years to come. Tanina is excellent!!

Charles Myrick is a true professional. He is trustworthy, dedicated to serving his client's…read moreinterests, and an all-around great guy. I was referred to Myrick CPA in 2014, and it is one of the best moves I've ever made. He doesn't just "do your taxes" once a year; he helps you plan the best tax strategy possible for the year ahead. His work with cash flow projections is a game-changer for small businesses like mine.

Fraudulent practice. Classic bait and switch scheme. Charles Myrick rests on his laurels of…read moreworking in the accounting field for 30 years but is well behind today's nimble and knowledgeable accounting firms that support small businesses. Charges $750/mo to do basic book keeping and a quarterly P&L....that's it. No tax planning/projections, cash flow management, payroll, etc. Don't expect him to be knowledgeable of the tax code; instead, he gives a 15sec empty commercial pitch that falls flat. During COVID-19, numerous other CPAs offered a plethora of guidance on PPP free of charge; Myrick offers nothing while collecting an ACH credit. As a small business owner, especially in these times, I know how important it is to support the community and each other. Charles Myrick steals the profits you earned. CPA license is under review.

I have been a client with Michael Westwick since 2017. He is on time and accurate. He originally…read morestarted working on my personal return. Overtime, he recommended my business to be taxed as an S-Corporation. That saved me enough money to fund a full year of college for my Daughter. I was so impressed. He now manages some of our investment accounts. He is genuine. He always answers my questions when I have them. His portal makes it possible to upload info remotely. I would recommend him to anyone in the market for Accounting or Financial Advising

This is a niche company that is rated A+ by the Better Business Bureau. They offer a line of credit…read morefor individuals considering buying a franchise or investing in commercial real estate. The actual financing is offered through SIPC/FINRA public firm UBS or one of several other top-tier financial institutions with which A.B. Nicholas has partnered for its LeverageLine custom credit line that includes many features specifically designed for their target markets. A.B. Nicholas specializes in this form of financing and has several unique vehicles for different types of securities products. It it cannot accept restricted securities or securities that are part of IRAs, but all other types are usually accepted. Personalized, very friendly and very concerned about the satisfaction of every client I highly recommend A.B. Nicholas.

We were looking for a specialist firm in securities-based credit lines and loan that 1) worked…read moreexclusively with top-tier firms and had established, strong relationships with the right people throughout and 2) Clearly had superior terms and rates for their services. We found that in A. B. Nicholas & Co. No firm came close to them for a combination of personalized attention, best rates, best loan-to-value, and know-how. These guys understand the industry from all ends and have seen both the good and the bad practices out there and can make sure your portfolio gets the best terms in the market. We needed a business expansion loan for our overseas development company and we were able to get the financing we wanted with a top-tier firm where our assets are never sold but remain in a secure SIPC-insured account even as we tap and refill our line at a ridiculous rate of under 2%. HIghly recommended also for speed. Our financing took five days and every element was very professional.