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

Levine Financial Group is a fantastic full service firm with knowledgeable people providing great…read moreservice. I am especially happy with Adrian Douglas, who is a dedicated professional. It was clear from the start that he is a passionate about his job and cares about bringing his clients where they need to be. I specifically approached him about life insurance. He answered all my questions honestly and without a pushy salesman attitude. I am happy to recommend him to anyone who needs work planning their financial estate.

From the owner: How strong is your financial plan? When was the last time you had a review? Those…read more"one-size-fits-all" financial plans are never successful, because they don't take into account a very important factor -- You. Your plans, your dreams, your goals, your future. Creating and protecting wealth is a highly individualized process, because no two people, families or financial situations are alike. That's why we invest significant time to understand how you envision your future, and design a personalized plan to help you get there the fastest way possible. Feeling stuck? Give us a call!

I met Jayson about 5 years ago. We started small and over time, he's done really well for me and I…read morecontinue to bring him more business. He has good ideas, listens to me and mine, isn't overly pushy or aggressive and keeps the long term view in mind. I like the company and the tools they provide (site, app, document signing etc), they make it really easy to get things done.

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 have been trying to cash in my $1000 investment. Used $88 to fax forms 4 times. Never filled…read moreout correctly even after employees helped me fill them out. Fax takes 2 hours to update. Then it's 4hours to a day. I get a call from Brandon 315-477-4475 to ask for correct address. I should be getting a check very soon since that's all they need. We'll, I received a letter saying "We are returning your request for a distribution since you did not indicate a withdrawal amount" YOU ARE STEALING M MONEY. I'M DEALING WITH BRAIN CANCER AND YOU $992. WHAT KIND OF MONSTERS ARE YOU. People start withdrawal if you are short on time. Be prepared to spend A LOT of wasted time. THEIVES THEIVES

I've had money with Equitable for years. Not sure why the bad reviews. My experience has been the…read moreopposite: a great agent, personalized service since I moved my supplemental retirement fund for TIAA-CREF to what was then AXA in the early 2000s. Granted, I don't pay much attention to the fees, but I feel like I get what I pay for--my advisor Derek is easy to contact--he's helped to move another account to a better investment, and he initiates a conference with me annually to review my retirement viability. My money has grown well. I recommend them.

Chris was a great help in rolling over my 401K from a previous employer. He is extremely helpful…read moreand hands-on, always available to give advice and explain the ever-changing financial landscape. Trustworthy and reliable!

From the owner: Rolling over your 401(k) to an IRA.read more

Hello, you should not go to one of these "free" seminars unless you have thousands of dollars to…read morespend on financial advisory services. First you dont learn much, unless you know almost nothing, and second he will not share the summary, that he promised to share, unless you become a paying client. Denny led off by saying, "Don't take notes, I will share a recap of everything I discuss". When i did not signup for an additional meeting, he did not send the recap and has ignored my 5 requests for the notes he promised. It was a waste of my time and I felt kind of stupid for believing him. I was hoping there was something in the recap, that i missed, so i would actually learn something. I guess I will never know

From the owner: Our main business is working with baby boomers near or in retirement. We often find that there ARE…read moreproblems with their plans, which can crop up, like cholesterol in the arteries. The damage has gone unnoticed for years, and it could be too late. So our job is to help Boomers through the maze before them - coordinating the myriad of things such as: Transitioning to their retirement lifestyle; Figuring out the best claiming strategy possible to maximize their social security benefits Examining if they have enough money to retire and what to do if they don't Liquidating retirement and brokerage accounts to create and sustain an income stream (a paycheck) for the rest of their lives. And, much more.

My husband used this company for the financing of his Jeep. We financed for 4 1/2 years & haven't…read morehad one complaint. They are so easy to work with. I wish they weren't exclusive with only Sansone b/c I would've loved to work with them to finance my truck. I wish all finance companies were like them!

Received a prompt response from Paul and Gregg Mark. They were willing and able to meet with me at…read morea location more convenient than their main office. Professional, knowledgeable and friendly, a good combination. They immediately went to work on my Federal and State tax returns. They emailed documents for signature which I scanned and emailed back. They then emailed documents for review and any corrections needed. I appreciated being able to do some of the business with them online &/or on the phone. Very accessible, whether via text or phone calls. Fees were appropriate and reasonable. Overall, I was very pleased with their work and will use them going forward.

From the owner: Strategic Tax & Accounting Services offers comprehensive accounting solutions designed to support…read moreindividuals and businesses in achieving their goals. Specializing in bookkeeping, financial document preparation, tax planning, tax preparation, tax filing, as well as new business formation, our firm delivers personalized strategies to optimize tax savings, streamline finances, and establish a strong financial foundation. With a proactive and detail-oriented approach, our dedicated team ensures every client receives expert guidance and tailored support for their long-term growth and financial well-being.