After many years of continued success using the advice and strategies of Baum's advisers, I highly…read morerecommend them for anyone thinking of or entering retirement for their financial services. The folks at Baum Financial Services have made retirement for my family a time of true enjoyment. Howard & Nancy Brown

Don't go there they'll just try to sell you annuities with years and years and years of clever…read morepenalties

Outstanding and incomparable customer service!!! Heather took the time to go over multiple plans to…read moresuit the needs of my family and even worked around our hectic schedule to make it happen. I appreciate you immensely Heather! I'd leave TEN STARS if It were an option!!

Heather is awesome!! She has been my financial advisor for three years now. When she moved…read morecompanies I went with her because I felt way more comfortable keeping my policy under her then staying with the old firm. She has also taught me some stuff about what goes into being an advisor and what it would be like to help other families understand the importance of financial planning. I highly recommend working with Heather if you are looking to get your finances in order or if you need someone to help you invest your money.

Mr. Allison answered all my questions. Basil Allison is very knowledgeable and does research and…read morelet you know what's available and you decide what you would like he prepares a well diversified for portfolio for you and does follow up. You would be very happy investing with them. I am so pleased that I am with him that I'm writing this review because I wish that everyone would get the personalized service that I get with Raymond James and Basil Allison and when you go online, it's a very simple procedure.

I have been a client of Campbell and Co for over 15 years. They are professional and proactive with…read moretheir tax planning. Jim always takes my calls and is wiling to answer all my questions even when asking for a friend. Jackie is on her game when dealing with our retirement goals. I couldn't ask for a better team to help my husband and I transition into retirement.

Highly qualified employees with diverse knowledge. Family oriented. Best value for your money .read more

I have been working with Monica at C&C since I became a 1099 employee in 2015 and I was scared to…read morehandle my own taxes. The first year I submitted what I THOUGHT were my taxes and she listed about 50 things I forgot that knocked my tax bill way down. I just tally up my receipts and hand them over and she gives me a number and a little analysis. to have that peace of mind backing me up when I do my taxes means the world to me. As long as Monica is there, so am I.

I came to know Monica Haberlin of Campbell & Co via a networking group many years ago and must say…read moreI was impressed with her from the beginning. The first year she did my taxes for a couple of my businesses and personal returns she was able to beat the fees charged by my previous accountants. She is very professional and her office always answers my calls and gets right back to me. Additionally I have referred Monica to several of my friends and they all come back with positive feedback so that makes me feel good. These are the things that are important to me as a business owner so I wanted to share that with others that may be considering.

This review is long overdue. I want to give a huge shoutout to Anthony Ford and the Fund and Grow…read moreTeam. I heard about this program through a Real Estate Course and was kinda skeptical. Then once my partner and I started the program we became very Skeptical... It was being pitched as this massive line of business credit that one could utilize for any business. I had referred a fellow Real Estate Investor around the same time we were signing up and he ended up getting a refund because we both had the impression that this was a different service. Which is the only negative note I have - This service needs to be explained more thoroughly on what exactly is being offered. It's a service that all can benefit from, no question. But, Transparency goes a long way. After being assigned to Anthony he explained to us that we would be utilizing multiple credit cards at a 0% promotional rate and that over time we would build a larger credit line. Which he has done to the tune of 204k. These cards have become a vital part of our business when it comes to floating construction costs in between sales as well as paying our crews. My partner was assigned another representative from F&G and let me tell you not all of the representatives are created equal. I realized quickly how fortunate I was to have Anthony work my account. One thing that I really appreciate about him is that he's a man of his word. We had a couple of projects that took a little longer to close and he was able to work around our timing; that way when we did our next pull it was the best position for our business and results - which that is exactly what happened. Now going into 2020 we have cards with 0% interest which is definitely coming in handy as we are in the midst of this COVID-19 pandemic. Give this man a Raise. IF he hasn't received one already. Great Concept for a Business Model Johnathan Johnson

Not a "done for you" but done by you and paid by you.. paid over 4 thousand and cancelled the…read moremembership after second round of applications failed completely. In the process of filing disputes with consumer protection agencies... Beware of this company's misleading promises and failing to refund

I feel very fortunate to discover CS West & Assoc. I started out seeking help with my divorce but…read morereceived so much more. Sophia, Cedric, and their support team provide me with the personal attention, detailed analysis, & professional recommendations I have sought to receive from numerous professionals at the same time. It can be confusing. CS West & Assoc. is one stop for many of your needs whether its business or personal. If you're in need of the services which they provide, I highly recommend giving them a call.

Rachel and her team have been Amazing! For over 10 years they've been the ones I work with,…read morerecommend and trust for all things accounting, taxes, business related!

Extremely responsive to clients questions, very prompt response. Excellent knowledge base for…read morecomplicated issues. I am a repeat customer due to their service and commitment to supporting clients. Very reasonable cost structure for such a wide range of services. Definitely the best I have had the pleasure of working with.

After years of being with my accountant, she had retired and I had to find a new accountant…read more Recommendations from friends resulted in outrageously expensive accountants. I noticed David Daniel's sign on a nearby office building and contacted him. I'm so glad I did! He has been courteous, professional, knowledgeable and extremely thorough. All this for reasonable prices. If you need a personal or professional accountant, I highly recommend David Daniel.

David Daniel is well rated at five stars and more if they had them! He rescued me from the IRS…read morewhich resulted in a return to me of over 18K! And they thought I owed them over 100K but David's due diligence and stick-to-itiveness ended in fantastic results. David was the consummate professional with the patience to deal with my situation and speak with the IRS on my behalf. I agree with Malika B when she stated that his prices are very reasonable. You would be crazy to go anywhere else for accounting services. I know I won't.