Terry is well informed and has great expertise in managing money. He gives the BEST customer…read moreservice and stays in touch regularly. He is not only personable, but extremely ethical.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

I posted a review/comments previously as to the poor sloppy and incomplete service I received. To…read moreadd insult to injury I received notification from the IRS that errors were made on the "professionally " prepared tax documents with information omitted which has incurred a significant penalty/fine. This was after using OASIS FINANCIAL for the FIRST TIME. BUYER BEWARE

From the owner: Taxes, Financial Planning, and Investment Managmentread more

They really need to do a better job of training their employees to follow laws policies and…read morestandard procedure. So mistakes don't happen! Instead of teaching them to talk members in circles and avoid answering direct questions for hours after they happen.

When you call everwise with a problem you always speak to someone courteous and helpful. However…read morethe problem is usually really stupid, like a $38 fee for a stop payment that THEY lost. You discover several years after their purchase of your bank that you no longer have free checking.. it's really stupid stuff like this that makes me want to trade them in. But the thought of redoing all my bill pay daunts me. Eventually I will I suppose.

The Credit Chick is a very professional company. Very detailed oriented, always available for…read morequestions. I trust my credit repair and taxes with the Credit Chick

From the owner: "We challenge the procedural and record-keeping processes of the credit bureaus on your behalf to…read moreensure information is reported factually and accurately."