I would definitely recommend this business. They were very attentive to my needs, provided various…read moreoptions and suggestions to help us meet our financial goals. Ashley Turner the representative that assited us was very knowledgeable and professional. we are very pleased Derrick

From the owner: My mission is simple: helping families protect their future, build wealth, and create lasting peace…read moreof mind.

Great tax and wealth management advice. Personalized and timely service. Blake goes the extra…read moremile. He cares about me as a client.

I found Blake off of yelp years ago and have used him for our taxes ever since! Great in saving us…read moremoney and fixing our past returns where we missed things. You do have to put in the work filling out the spreadsheet with the info he needs so don't think you can just give him a box of receipts and do nothing! You get what you give! Highly recommended

My husband and I started using Bullogic Wealth Management early in the spring, and I am so glad we…read moredid. I am a retired teacher and my husband will be retiring at the end of this year. I have a decent pension with teacher retirement, but my husband will have nothing but Social Security. I was feeling a great deal of anxiety as we have debt that needs to be paid before the end of the year. My husband is not an easy man to convince, but he is completely on board with this plan, and that is due to Adam's handling of our finances and the programs he uses to help us stay on our budget and payoff schedule. Adam is knowledgeable and works hard on our account so we both know daily what is going on and where we stand.

From the owner: We make cash flow management, retirement accounts, and savings accounts all work together to reach…read moreyour short-term and long-term goals. We implement tax-saving strategies so your money is working for you and not the government. Finally, we help you manage your assets so you know that your estate is distributed per your wishes.

I found Infinity Financial through luck. I was surprised by the level of expertise. Customer…read moreservice is great. I have an MBA I know.a good financial services. When I see them. My gut was right, I left lasts years return and. David found 996$ that had been left on the table. Infinity offers a wide range of services to individuals and businesses. I can recommend

I dreaded coming here because we talked about the same thing over and over and when its done, he'll…read moreask to check-in on FB or want to take a picture of me at the office. He'll even ask again if I checked-in before I even stepped foot out the door. I finally had to tell him that I am not comfortable with social media knowing my location. He never harassed me about it again. The first time I came here, I was interested in what David has to offer b/c after receiving a letter from the IRS, it feels intimidating and I wanted to be sure to take the RIGHT steps to handle this case correctly. Before coming to Infinity, I read the notice from the IRS thoroughly to be well-aware of my situation and what I can do to fix it. I was told David just started the business and that he could help me with my tax situation when I was well aware I could have taken the steps myself by following the SAME instructions that was listed on my IRS notice. But here I am, helping him market his business. Throughout the times I was scheduled to meet with him, at some meetings I had to give him some papers and some meetings he just spoke in circles. He never once discussed HOW MUCH each step was going to be or if I wanted to proceed with them. Instead, at our LAST meeting, closing up on my tax case, he tells me the fees and changed the price a few times infront of me which makes me feel very uneasy, and it was a grand total of $500. Oh! And then he'll seal up the paperwork and place it in a Priority Mail Flat Rate envelope and have you pay for the shipping rate and drop it off at your nearest post office....... My dad had a similar case as me and all my brother had to do was call the IRS line and they'll guide you through the process, FOR FREE!

One of the best brokerage firms in America. Amazing customer service and a range of products and…read moreservices for everyone.

Inefficient , can't get anything done in one visit ,no customer service , not sure why Schwab not…read moreprovide a competent banker ? We have to deal with rude receptionists to get work done. Very disappointed , went there 2 times to get an account opened , first email received some info I was missing went back , gave the details , they had even missed one full form . 5 days since still pending , no movement at all on the account opening !

I love tucker financial!! Tucker always takes care of me and answers all my questions. No need fir…read moreme to go anywhere else.

This is sheets place for all of your financial needs. They are very honest and maximized my…read morefinances.

After going to several enrolled agents and CPAs, my brother introduced to this office and I am very…read morehappy. I met with David to explain about my IRS problems. For some reasons, I was constantly getting letters from the IRS with an increase in my tax bills and errors with my returns. I did not know the reason for this. David assess my IRS correspondences and knew immediate the solutions. He gave me several options and was able to get my business straighten out with the IRS. I have not had any other issues with the IRS since. His office has been extremely helpful and all contacts were professional. David even assist me in restructuring my business to a Corp to Corp and saved me a reduction of half my tax bills. I am glad I finally found a CPA that I trust completely. And his advice and insight are invaluable in helping me understand all this confusing tax stuff.

I was looking for a new CPA and found David with his amazing staff. And Thank God for these Tax…read moreProfessionals! They make filling your taxes easy and the customer care from Wendy is caring and welcoming. Even though filing taxes can be stressful, these Professionals take that burden off of you! They are a True Blessing

I have had more than a handful of cases represented by these guys and they have not won a single…read moreone. Most were settlements, the one that went to court was a loss. So why do I keep paying these guys? Because they don't cost an arm and a leg and they let you do payment plans. And for that, I get to personally stay out of the courtroom. But let's talk about the real problem here. And that is, crooked corporations like MCM and LVNV and all of the other douchebag places can buy up our debt for pennies on the dollar then sue us for a large sum of money they never even lent us. They make billions from our hardships using the court system against us as their own personal enforcers and unfortunately the courts seem all too willing to play along. That needs to change and there is a petition to get this started (link below.) If you are sick of this crooked system and the laws that allow it, please sign the petition below. It might take awhile, but if enough of us get tired of this and raise our voices, we can stop their Easy Street meal ticket! https://www.change.org/p/stop-predatory-debt-buyers-from-robbing-americans-blind-for-pennies-on-the-dollar

I had a great experience with Weston Legal. From beginning to end, their customer service was…read moreexcellent, and communication was always clear and consistent. They kept me informed throughout the process and made sure I understood what was happening with my case. Most importantly, I prevailed in my case, and I'm very grateful for Courtney Taylors hard work and representation. I highly recommend Weston Legal to anyone looking for a professional, responsive, and dedicated legal team!