My husband and I met with Colin to review our portfolio and make sure we were on track for…read moreretirement. His knowledge and expertise were invaluable, and the process was both reassuring and informative. I would highly recommend his services to anyone interested in preparing for the future.

My husband and I needed financial counseling as we prepare for retirement. We knew we didn't want…read moresomeone seeking to sell us products, so we wanted a fully independent source. In under 6 months, Colin's plan has put us on a very comfortable path. With his guidance, we paid off debt, reallocated funds, and developed a more-than-adequate retirement budget. His insights were incredibly helpful and his step-by-step plan was easy to follow. In addition, Colin treated us with professionalism and compassion as well as humor. 10/10 HIGHLY RECOMMEND!

Peter is awesome, and I have recommended him to my family and friends. His recommendations are…read moresound, and have helped me save better. I have been impressed with what he has done with my portfolio. And he's a nice person :)

I think trustworthy and very responsive. I decided to discontinue after a year or so mainly because…read moreI couldn't view any changes/fluctuations online. Biggest factor in leaving was no communication on how funds were doing. Are they doing better, worse or the same as a non actively managed account? I never knew! The only regular updates I received were bills. In order to know any changes in your account you have to send an email and request specifically what you want. No regular, periodic emails sent showing status. Nope, just the bill. So I wish I could tell you if it was a benefit or not to have an actively managed account but I know less now on than I did previously. So overall kinda disappointing. I guess I assumed I would receive information on how my account was doing & hopefully better to justify the fee, but that just never happened. Nice and trustworthy guy but knowing how the account is doing is more important to me than having a 'nice guy' in my contact list. I'm honestly a bit bummed. The quest continues!

I've sent 7 folks to Kaplan after Rae got rid of my loans. 7 people she additionally wiped out…read moreloans for. $1.5M gone. Everyone is so happy and I'm glad Kaplan could help more than just me! The team is incredible. Thank you Kaplan!

Everyone I've corresponded with was helpful and professional. They helped navigate through student…read moreloan forgiveness and it worked!!! I received my email today!

Jessica has been my financial advisor for the last five years and continues to be so. She is…read morealways available if I had any questions or need advice. She has advised me through many of my life's major transitions: Single Life, Married Life, Starting a Business, and Long Term Traveling. I met Jessica when I was single. I was financially unorganzied and only had a checking and savings account. With her help, she got my finances in order by diversifying my savings across many different products & platforms and helped me set up financial goals. When I got married, she helped me with the transition and guided us with merging our finances together (a daunting task for any couple, which made our lives easier). She helped advise us on some products that would benefit a married couple, made sure that we were financially secure, and offered advices on other areas that we should be concerned about. When I started a small consulting company, Jessica helped me with the finances of getting a new business off the ground. She created a business account for me and worked to diversify the business income and a retirement savings plan. Most importantly, Jessica's helped us plan out our year long travel/career break. She worked with us to make sure we were financially ready for us to quit our jobs and travel on our savings without depleting it completely. Jessica worked with us on establishing a budget and a stretch budget (since traveling long term is unlike traveling for vacations). She was alway available to us while we were on the road if we needed any information or to make a transfer of funds if we needed it. She was a great asset to have while we were on the road. It help us enjoy our travel with one less thing to worry about.

Jessica has been helping me with my finances for the past 3 months, and I am very happy with her…read moreservices! I was pretty intimidated with the idea of meeting with a financial planner, initially. In fact, I really didn't feel ready! I was pretty sure that I would want to have a lot more money in my bank accounts before "planning" would make any sense. Boy was I wrong! As Jessica helped me understand, it is important to plan from the beginning, even before you start making big investments or before your business takes off, so that you can build on a solid foundation. Jessica is easy to talk to, and helps me understand why what I do today is important for my future, and the future of my business. Now when I think about my finances, I don't immediately start having palpitations, because I know I have a plan in place and Jessica is helping me! I can rest easier. I highly recommend working with Jessica Merino, even before you think you are ready!

I had a time sensitive matter that I needed CPA advice on. Even though it was the weekend, Erik…read moreresponded within an hour, we were able to schedule an appointment same day, got some of my questions answered, then Erik sent me a follow up email the next morning (Sunday morning) with all the questions answered!! I greatly appreciate the timely and detailed response and customer follow up!!

Responded quickly and was very helpful when it came to explaining our situation to us better then…read morewe knew ourselves!

We've just begun working together but I can already say I highly recommend Richard. Very…read moreknowledgeable and patient and has already given me a great game plan. I'm looking forward to my continued work with him.

Richard Little has been the most helpful financial advisor these last 2 years for my family and I…read more His analysis and guidance every step of the way has made us consistent earnings throughout the years. His financial approach and strategy really has benefitted us even in the down market. I truly can say Richard Little has been our best choice as a wonderful financial advisor. Genuinely wants to help and can really simplify your portfolio by breaking it down step by step. Simply makes me feel confident about my financial future. Looking forward to working with you in years to come. Much appreciated!

Peter was amazing. He was able to help remove some dings on my credit report and get my score up…read morenearly 100 points ! I had been trying for months on my own with no luck. Highly recommended !!!

I am an average person; married, dual income, raising kids and living on a tight budget. There was…read morea time that commitments were overlooked and our credit was impacted. When the time came to upgrade our current home, a few hiccups from our previous life prevented us from moving forward. Then I was introduced to Peter from Pro Credit Repair. Peter is results driven and provides a clear and precise plan upfront, I always knew what was expected of me and when. I just locked in my 15 year fixed mortgage at 2.25%. Acknowledging where you are financially is the hardest part of this journey, Peter and his team will do the rest.

The team at CTS is awesome. I highly recommend them. Taxes stress me the heck out. They not only…read moresave me money, I feel good every time we talk. Working with them has been a sign of relief.

I did not get the tax service they promised me. From getgo, I had an uneasy feeling about them. I…read moream not a big shot with a lot of money but they accepted my account. Yet, it did not appear that they gave it the same consideration as they likely would if I was a bigger account. We never get to file my taxes on time and we always got an extension even though I gave them all the information in a timely fashion. Also, it was apparent that they were not taking the time to read any of the information and explanations about my finances I would send via email because their questions and comments evidenced the fact that they simply did not read anything that I had sent: had they read the emails, they would have had the answers to questions they were asking and concerns they were having. In the end, I just took my business elsewhere. I am sure no big loss to this firm.

I spoke with Mr. Ro a year or so ago and he was very helpful and knowledgeable. Unfortunately, I…read morewasn't positioned to afford his services and had splurged on the consult. This year, I decided to fully invest in professional services and officially set up a business so I reached out to him. Sadly, he said he was already booked up for the season. I am glad that he was upfront about that and isn't trying to overbook and under deliver. I appreciate his professionalism and will try to get my bid in early for next year.

I write this review on 4/19, with my taxes still not filed by John and no response to my emails…read more  Admittedly, I came to John with a mess of current and previous taxes. He accepted this mess graciously and I paid him $700 for his services. This was on February 15th. Since then, I have followed up with him several times over a span of several weeks, with a CC to his assistant, and have either received assurance that my taxes would be completed prior to the due date or simply no response at all.  I took a leap by trusting someone that I came across on the internet with good reviews but as I sit here filled with anxiety, I'm realizing that was a huge error in judgement.  Learn from my mistake and don't simply trust the good reviews. Do your homework and maybe stick with the larger corporations where you know the work will get done. UPDATE based on John's response: The dates provided by John are correct, however, they do not excuse an Accountant hired to complete taxes prior to the April 18th deadline failing to file said taxes. John, check your emails and you will see that all information, including the information you asked for most recently, was absolutely completed and uploaded to Dropbox. The fact that you are accepting no blame for not responding to multiple requests from a client in addition to not filing taxes by the due date is appalling considering that it's exactly what you were hired for. Regardless to any amount of refund, you didn't alert me to this until April 21st, three days after taxes were due and I had already told you that I was taking my services elsewhere. As mentioned in my final email to you, I strongly advise assessing your workload prior to accepting new clients. You knew exactly what you were agreeing to 2 months prior to the tax deadline and assured me that my taxes would be filed. Lastly, for anyone who has read this far. I am attaching a copy of John's list of excuses as to why the taxes weren't filed on time.

My husband and I have been with Jessica and Peter for 3 years. We decided to seek an advisor…read morebecause we were getting married and needed help making a long term plan for our future. We also are small business owners and needed direction on how to better manage our cash flow. Ameriprise has helped us set goals and implement several strategies that have been key in making our business succeed. I find the annual fee to be a small price to pay for the knowledge I have gained and the peace of mind I have knowing that I am moving my business in the right direction. I recommend Ameriprise to anyone ready to take a serious look at their finances and seek expert advise and guidance on how to better manage their finances. In my experience there is always someone there to take the time to give me whatever it is I need. They also host free events for their clients with a learning focus which I think is a great bonus. They go out of their way to foster a relationship with you and the customer service is top notch.

Do not be fooled! I met with an advisor here. She was very nice but when I told her that I…read morecouldn't afford to pay a consultation fee because of a job change she said she would no longer manage my funds. Fine. I decided to go with Schwab because they offer mutual funds with no loads and actually will answer questions without being charged. When I liquidated my funds they were going to charged me $250 to release MY money. I spent over an hour trying to reverse this and was given case numbers so that in the event the charge went through I could call and have it removed. An 11/2 later I'm still on hold. DO NOT USE AMERIPRISE!!! They over charge, under deliver and under perform. SCHWAB is a much better alternative.