This is the best experience I have ever had with financial planning. Jeff Stewart is caring,…read moreinformed, ethical andresponsive, and my finances have done well under his planning. He absolutely goes the extra mile, helping me with all manner of financial advice. I can't recommend him highly enough.

I can't say enough good things about the outstanding service my family was provided by HEFS. For…read moremany years, Steve and his colleagues have provided excellent services and solid advice. When needed, Steve went way above and beyond what I would have expected from any advisor, and it made all the difference. I recommend this group very highly. Don M

I have been trying to get ready for retirement for several years. When I heard the social security…read morepresentation from Jeff, I was immediately interested in learning more. During the personal consultation I learned what I needed to do and felt confident he was able to implement a good plan for me. I am very satisfied with the plan I'm in and with the service I received. Also he doesn't mind dumbing it down for so I fully understood what was happening with my money.

A little over a year ago, as my wife and I were discussing our future retirement and our financial…read moresituation, she saw an advertisement for a free retirement seminar presented by Jeff Everson of Everson Wealth Management. We attended not knowing what to expect. We left impressed by Jeff's knowledge and easy to understand explanations of the typical plan and one which we were not aware existed for us. Subsequent conversations convinced us to try the new plan, one which offered a very good return and the safety of not absorbing high losses. After one year, our only regret is that we had not met Jeff earlier. We are extremely pleased, not only with the results, but with Jeff's knowledge and personable approach. He is quick to respond to any and all questions, which leaves you very satisfied. We highly recommend Jeff and his approach to investments. We are reaping the benefits of his advice during our retirement.

I've been working with Bob Mayhew at Cary Tax for the last three tax seasons. He is very…read moreknowledgeable and helpful, especially with my unique tax situations. I used to spend hours trying to make the DIY tax software work for me and now I'm able to spend a few minutes sending over my documents and Bob handles the rest! With COVID this year Bob was able to accommodate a totally touch free virtual experience. Documents are securely updated and we communicated as needed over email/ phone. Bob even managed to find us a refund due to new tax laws! I highly recommend Bob at Cary Tax to anyone who wants a pain free way to do taxes!

Terrible service. I hired this tax advisor when launching my small business, meeting with him in…read moreadvance to prepare. By tax season, he had forgotten everything and wrongly accused me of not actually starting my business. His errors nearly cost me $30K--had I not sought a second opinion, which led to a refund. He also botched my personal return, failing to account for a significant portion of my income. When I pointed it out, his firm blamed me for providing "nonstandard income documents"--even though I gave him exactly what he requested. Throughout the process, he treated me with mistrust and skepticism about my income level. The experience was frustrating and disheartening. Beware.

Joel Levy and his staff have been our accountants (our firm and my personal accounts) for more than…read morefive years, and his service has always been exemplary. I highly recommend him and his staff to my friends and clients. Full disclosure: His offices are located in the same building as our law offices, on the floor below ours. Bob Epting

Joel Levy really understands the needs of a small business. Both my husband and I own our own…read morebusinesses and I work out of my home. With my business being new, it was important for me to maximize my return in order to continue plugging away and moving forward toward success. Not only did Joel find what he needed in order for me to get a much better return than I expected, he made it very easy to communicate with him and his staff and made the process simple. Full disclaimer, I worked with Joel and his team as a Productivity Coach. What sold me on changing accountants was the amount of respect and high regard his team had for him. That said enough for me. After getting to know him I can definitely say the same.

I met with Laird Hepburn, Managing Partner at BSG. In a financial advisor, you want someone who is…read moreclear and direct balanced with empathy and human connection. Laird is a phenomenal educator of his expertise and conveys confidence when you are searching for someone who can lead you with great insights yet takes the time to know your sensibilities and guide you through what is of priority. He is a blend of financial advisor with a therapeutic touch! His wife Monica warms up the office even more with her warm disposition, and was the first person I met. Kris Alban, financial planner, is wonderful too! I am sure the rest of the BSG team of retirement and financial planners are wonderful people to select from!

Steve is the best tax guy ever! He has prepped all of my tax returns when I moved to NC and he is…read moreavailable, knowledgeable, fast, and phenomenal. We moved back to the west coast and are in search of another CPA, and nobody can compare to him. He was able to handle our taxes for multiple income properties on top of our regular jobs and maximize our return. When I had kids and went back to work he was available to help us prep and keep things to maximize our return for the following year. I never felt rushed, always felt listened to, and if I was unable to get ahold of him directly, he would return my call or email in a timely manner.

I appreciate Steve's work in helping file the taxes. Steve is knowledgeable, personable, and…read morediligent, and his staff is pleasant and efficient. He answers the questions precisely and explains clearly. I have had a positive experience for the last two years. I highly recommend Steve at Tax Center.

Weik Law Office has been great through my bankruptcy. I really couldn't have done it without Rick's…read moreand Terri's guidance. Rick basically held my hand through the whole process. with great patience, he answer all my millions of questions that I had for them. I will definitely recommend them to anyone going through a bankruptcy.

Filing for bankruptcy is never a fun or easy decision, but Weik Law eased the burden by providing…read moreamazing service and making the whole process easier. Rick, Terri, and Alexis are amazing people and they're good at what they do. Financial matters require a high level of trust, and I would 100% recommend trusting Weik Law to handle your case if you're considering bankruptcy.