I have been using Picket Fence for many years. They are just wonderful. Kind, professional,…read morethorough, expert and since I moved to Florida, they do online returns! Very reasonable rates. Merry Christmas! M. Alvarado

As they said, "take the stress out of taxes. " It is very relax place, they offer free coffee and…read morepastries while you are waiting your taxes done. Tax preparer are friendly and experienced. They answered all my questions. This is my second year here. They have the best tax preparation service in Bel Air. Thanks.!

I love this place! They really make sure that I understand where my investments and retirement…read moresavings accounts are and how they work. All the staff that I've met are very welcoming and polite and when I call in with questions or concerns they send my call to a registered assistant who helps me solve the problem. Very good company and now I'm looking foreword to retirement with no worries!

From the owner: At Harford Financial Group, we believe in living the best life possible with the wealth you have…read more Our holistic approach goes beyond managing money -- we help you use your finances as a tool to live a life full of purpose surrounded by what matters most to you. In short, we aim to help you achieve inner wealth, too.

Melissa was kind and responsive however she did not seem familiar with the e-money tool we were to…read moreupload all information into. in my 1st meeting with them to discuss what I wanted to get Shawn was contentious. He did not have his video feed on the call, he was quick to say that what I wanted was not possible, he stated that accounts I am on as the power of attorney could count as mine, everything was contentious. I felt belittled and bullied. They dropped us as clients the next day in violation of their contract. Essentially the entire retainer got us nothing. I would not trust Shawn to mediate.

Yesterday I signed my divorce agreement. I am so grateful to my divorce lawyer for referring…read moreMelissa to me. I am a bright, well educated, 53 year old woman. I was married for almost 28 years and took care of EVERYTHING except our financial investments. Melissa was able to take all my "mess" and explain it to me in very simple terms. More importantly, they use some software that allowed me to visualize what was laid out in front of me. Was this scary? YA!! She gently lead me to seeing things as they are and not what I want them to be. I am now starting my new life, one better than I could have ever imagined. With Melissa's help, I know now all of my dreams can be realized!!!!

The Kelly Group has been our most trusted partner in our financial planning. Not long after I…read morestarted my teaching career I moved my initial retirement planning to Kelly Group. The financial advisors that we have worked with have been realistic and supportive as our lives have changed. They had kept us informed regarding market conditions and advised us on a wide variety of financial decisions (long-term care insurance, estate planning and college planning for our children). When it came time for our adult children to begin this process we steered them right to these trusted advisors. The icing on the cake is - they answer the phone! There is not a series of prompts, you get a real live person responding to your needs when you call.

By far one of the best experiences I have had. The staff is amazing extremely friendly. Bryan was…read moreso helpful and knowledgeable. They were able to help me with everything in planning my finances. Definitely recommend them.

Due to a medical emergency they pulled a retired former owner into my companies meeting who then…read moreproceeded to not only make inappropriate misogynistic jokes but also gave us untruths resulting in me now having to pay a much larger bill then we were told. I would get a new insurance broker or at the very least insist they leave the retired man at his house.

From the owner: Donohue-Hart-Thomson Financial Group wants to help you achieve your dreams, but we also understand…read moreyou have basic needs that must first be addressed. By taking those needs into consideration first, we build and implement an effective strategy that not only accounts for life's necessities - but also your goals.