We've worked with several financial advisors over the years, but none have come close to the…read moreexperience we've had with Kevin. From the beginning, it was clear we'd found the perfect match--not just in terms of financial strategy, but in values, communication, and overall approach. Kevin brings a depth of knowledge that's both impressive and reassuring. What really sets him apart is his commitment to continued learning; he's constantly staying ahead of the curve and bringing thoughtful, informed guidance to the table. More importantly, Kevin is just a genuinely good human being. He listens. He cares. And he always has our best interest at heart. We feel incredibly fortunate to have found someone we trust so completely with our financial future. We highly recommend.

I've spent years educating myself on investment strategies so I wasn't expecting to be surprised,…read morebut I left our first consultation with several powerful ideas I hadn't even considered. Kevin took a meticulous approach to understanding my personal situation and made strategic, tailored recommendations to help me minimize taxes both now and in retirement. It's rare to find a firm that balances deep expertise with such a thoughtful, personalized touch. Highly recommend!

Charges $425 for a simple W-2 tax return. My mom is on…read moresocial security and been a customer for 100 years. Do better.

At first they will help you then the next time they throw you under the bus and somehow say their…read more$10k mistake is not their problem Go anywhere else

Knowledgeable, attentive and will provide several options to fit your needs! That was my experience…read morewith Nick Fernandez. Nick listened to what I wanted and what my plans were, he knows the business well to offer several options that would work for me. He took the time to explain pros and cons for each option provided, he was available to calculate figures to get me the payment I was looking (for each plan). Nick was in communication with me every step of the way and even called after I signed the loan docs to see how my closing went and let me know when the loan funded. If you are buying a home or refinancing or just exploring options I highly recommend you call Nick, you won't be disappointed.

If you are thinking of purchasing a home please save yourself the headache and don't do business…read morewith this company. Buying a home is stressful enough and you do not need to have incompetent, unprofessional, unethical, irresponsive people working for you. My friend has had the most difficult time working with this company and they have failed her many times by making mistakes and then they try to cover it up. They do not know what their doing and take no responsibility for their lack of

They are scammers, they charged me $2000 in a year and did nothing for me. Then when I stopped…read moregiving them money they went silent. They were not helpful at all.

Watch out for this company. The staff promise the world. When you do need them your creditor sues…read moreyou. This company promise me a lawyer to help and when I requested a lawyer they don't have a lawyer to help you. I feel this company is after your money and not help when you truly need them. You are better off getting help from Google. If Heritage reads this. Please stop calling me to get to changed my opinion. My opinion is protected under the first amendment of the Constitution.

#### Yelp review Dan…read moreHerron with BBFS, Inc. was an incredible help when I became the executor of my grandmother's estate and needed assistance with tax paperwork. From the start, he was professional, patient, and kind, answering all my questions and making a stressful process much easier. His expertise and thoroughness gave me peace of mind, so I could focus on supporting my family emotionally during a challenging time. I'm deeply grateful for Dan's help and can confidently say he's the best!

We had our 2018 taxes prepared by BBFS after our long-time CPA had to resign in the middle of tax…read moreseason due to health problems. This was done without a face-to-face meeting. We thought their fees were high compared to transactions with our previous preparer's. Later, we made appt. to discuss implications of 2019 real estate transaction. Before our appointment, someone phoned us and now BBFS is billing us for telephone consultation. We kept the appointment which gave us identical information (no charge). We're confused about their policies and will not go back for 2019 taxes.

My wife and I have been working with John for over 2 years. We have worked with other financial…read moreplanners in the past and were expecting more of the same kind of relationship. We were blown away by the time John invested in learning about our goals and dreams. He helps us through our personal finance discussions. It's not always easy for married couples to discuss money. With John there he is able to keep us on track and make the process smooth and actually fun. It's impossible to save for retirement without good saving habits to begin with. John takes the time to help facilitate an environment for us to achieve wealth health. He is a trusted adviser and I highly recommend him to my friends and family.

I have worked with John Buerger for more than 2 years, both as a business consulting and personal…read morefinance client. In both arenas I have found John to be highly intelligent, able to think out of the box to find the best possible solutions, and passionately committed to the success of my business and my family's financial health. Thanks John!

Working with Andy was a breeze. He is efficient, professional, and made the entire process move…read moreincredibly fast. He provided a bundle with great value, but where he really shined was in his ability to handle a unique homeowners insurance situation. Even when adjustments were needed, he quickly resolved them and took the time to make sure I truly understood every step of the process. If you want a knowledgeable agent who gets things done right, I highly recommend Andy!

I dealt with Laurel. I had talked with several other companies prior. And I gotta say,...." She's…read morewonderful". Great service .

The worst service, and the owner agent is not educated at all on insurance policy. Do not spend the…read moretime to even speak to this agency, they are not helpful, and do not know insurance regulations and policies. Horrible customer service for Laurels clients.