I have worked with Nancy for many years, and she has provided personal, charitable and business…read morebookkeeping and tax filing services to me and others I have referred to her. No complaints ever. She is thorough and careful with complicated issues, and can research things she is not immediately familiar with. She has a stable staff of people who can handle my needs quickly and efficiently if Nancy is not available. When the IRS reaches out (which can happen for a wide range of reasons unrelated to the filings), she can handle all the communications on your behalf. You will find her demeanor calm and low key--she is easy to talk to. She is not the most inexpensive accountant out there, but if you want decent service and expertise, don't look for bargain rates. I also like the online E-Organizers, sent each year to help with organizing and submitting my documents.

Nancy Phillips is an extremely competent, knowledgeable and efficient CPA. We have used her…read moreservices for complicated tax returns and she has done an excellent job. Her staff is dedicated and helpful. Along with her business and tax abilities, Nancy has a heart and concern for her clients. She offers personal service and maintains the highest standards of continuing education. With our ever changing tax laws, Nancy keeps up to date. She is also qualified to do estate planning and trusts. We highly recommend Nancy and her staff for all your tax needs!!!

I am totally amazed at how wonderful the Manning Group works. Stacey Notely is as advertised. He…read morealong with his Group of constituents helped me so so much until it was unbelievable. Now my scores in all three credit bureaus is 740+... Thanks Stacey you're the best..

I have worked with The Manning Group for a couple years now. It has been great. The staff is…read morewonderful and really pays attention to your needs. I would highly recommend The Manning Group for your financial credit help or advice.

The fee was too high for the initial consultation. Doesn't seem smart or ethical to ask a person…read morefor that much money for an initial meet, just seems like a way to ward off people in a certain financial bracket, which signals a kind of elitism that is off putting.

I had the pleasure of speaking with Ms. Williams and she was not only kind and patient with my…read moreconcerns but also provided detailed explanation into each concern I presented. She proved to me that the PSLF is in fact real and genuine and that I was duped by some oddball company posing as an ally into forgiving my loan. She not only made me feel more confident in myself but also provided information on how to help myself through filing my own paperwork each year and getting my PSLF on track! I can't thank her enough and I most definitely recommend her and the team at Worth Winning. They are totally WORTH it and now I am WINNING because of them! Thank you Ms. Williams!

SWP has been great at getting all of my finances organized. Courteous to my needs and very…read moreprofessional.

From the owner: We specialize in fulfilling financial and personal goals through business…read moreconsulting, portfolio management, and financial and estate planning. From high net worth estates to straightforward 401(k)s, we tailor each comprehensive plan to meet the clients specific needs. We help to establish and uphold individual planning objectives, and we ensure that all aspects of financial life work together.

Jason has been a great partner in planning my retirement. I have never been a great saver, but…read moreJason has helped me to see the value of proper planning and picking your spots when it comes to investing for the future. His office staff is always accommodating and very helpful.

I Do not recommend this company. I thought I could trust them, however I found out the hard way…read morethat they are not trustworthy. They referred divorce attorneys to myself and my husband. My husband went with one of their referrals while I did not. They prepared inaccurate spreadsheets for him that were used against me in the divorce and were totally unprofessional when it came to remaining neutral. I feel very betrayed by them and warn against anyone trusting them with their money as they clearly will work against the one who makes less money in a marriage because it means less value to their business. I'm very disappointed in their behavior.

From the owner: Financial Planning. Your Goals. Our Commitment…read more Have you ever wondered who your financial advisor really works for? You, or the firm? Our commitment is your success, as defined by your goals. We build in-depth relationships of trust by placing your interests first. That's what we do every day, from the very start of our relationship. Our holistic wealth management approach is based on our sincere belief that long-term financial goals should not be measured in theoretical returns, but rather through the achievement of life goals. Michael Tannery is a registered principal offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor Member FINRA/SIPC. IFG and Tannery & Company Wealth Management are unaffiliated entities. Michael Tannery may discuss and/or transact securities business only with residents of the following states TX, OK, FL, AZ, WI, MI, VA Information is provided from sources believed to be reliable however we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy. When you link to the 3rd party website you are leaving our site and assume total responsibility for your use at these sites."

We have been with Drew and Chad for about five years and would recommend them very highly for…read morefinancial advice and investing. Top rate!!!