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!

When I got married and bought my first house, Raul with CPR Tax Associates was there to help me…read moredeal with all the extra stuff that comes along with taxes when you aren't just filling out a 1040EZ. Then, when I went 100% freelance contractor, he was there again to help me figure out everything that goes along with self-employment. CPR Tax Associates has helped several of my friends and members of the community with their tax-related problems, and I plan on continuing to go to them with mine. Thanks, guys.

Raul helped me catch up on some late tax returns. He was very quick, accurate, and extremely…read moreknowledgeable and professional. I highly recommend his services!

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.

Highly recommend this tax professional! He makes the entire process smooth and efficient while…read moretaking time to explain everything clearly. His professionalism and ability to break down complex tax matters into understandable terms is invaluable.

I've worked with Kevin the last few years and he is fantastic! Very knowledgeable in corporate…read moreaccounting and is fast and does everything he can to help you maximize your tax returns. Highly recommend this man to help with your tax returns!

BSI is by far the WORST company I have ever been forced to work with. I was unwillingly transferred…read moreto BSI last summer randomly. No notice, no documentation. It was just gone out of my Essex portal showing as paid off... So once I finally figured out the BSI stuff I decided to refinance my home at the beginning of this year... Welp, don't get too excited if you want to refinance and are currently with BSI because they will make your life a living hell to get that completed. Mine still isn't complete. I started the process in January and it is now almost May... Everything for my refi is complete and has been completed for months, we are literally only waiting on BSI to give us a subordination release form for my new lender. One of their people on the phone laughed in my FACE as I was asking for the form. He told me they don't do that and I should have checked with my mortgage broker before I started my refinance and the only way to get the loan gone is to pay it all off in full...... But when my mortgage lady calls BSI, they say they will release it. So we are getting all kinds of mixed information. Not only is this keeping my refinance from closing, it's also causing issues with other policies I opened regarding this refinance. So my new home insurance is canceling today because we still haven't closed BECAUSE of BSI not releasing my form. And I'm now being asked to pay thousands of dollars upfront for my premium policies so they don't get canceled because it's mandatory to have active home insurance to get approval for a refinance. Lastly, good luck trying to reach anyone helpful on the phone if you call. I lost count of how many times they transferred me, almost all of them were rude or had an attitude and it was crystal clear that no one cared that I needed help. I was finally getting transferred to a supervisor, but the transfer took me all the way back to the main line to start all over again. Then they accused me of hanging up, which I definitely did NOT hangup, and said that that's why it took me to the main line, because I hung-up. What a joke, right? They go to transfer me to a supervisor again and I got no one. I just waited and waited and nothing.. I eventually just hung up after an hour of going in circles. I am LIVID with BSI and they should be put out of business for this. Just by reading hundreds of other people's reviews about BSI's awful customer service, fraudulent activity and how most clients were forced to use this service provider, that should be more than enough for them to be put out of business. With that being said, I still don't have the document I need to complete my refinance. Attorneys will be contacted at this point.

Would give 0 stars if I could. BSI is the absolute worst. My mortgage transferred to them at the…read moreend of June and they charged me for a June 1st payment. After promising over and over it would be fixed, 3 months later IT IS NOT FIXED! They charged me for an extra payment mortgage that they were NOT ALLOWED TO CHARGE ME!! All im asking is that they back date the payment to the following month. Still nothing. This business should be shut down. I cannot say enough bad things.