The financial seminar I attended was very informative. There was a lot of information that helped…read moreme see I'm on the right track. I also realized there are ways I can improve my financial future. If you have an opportunity to attend a seminar I highly recommend them. Also, the staff was friendly and attentive. The effort didn't feel forced. Make an appointment and secure your future.

My husband and I went to a seminar for Baum financial and made an appointment after being impressed…read morewith the financial speaker . We met with Mr.Baum and found him to be a upstanding gentleman. We decided to put our trust in him, and we must say, we are very happy. We highly recommend Baum Financial!

Lowell has been doing my taxes since I moved to Florida in 1986. The past couple years his son…read moreSydney has taken over my account. Lowell is an absolute tax master and from what I've seen so far, Sydney is too! They are courteous, helpful, professional and know tax laws and strategies frontward and backward. I'm almost embarrassed at how little they charge me for the value they bring. They work through an online portal if you aren't near them which is really convenient for me since I travel a lot.

Chick & Karo CPA's certainly ease the pain of taxes... I typically put my taxes off for as long as…read moreI can, pushing tax documents aside, filing extensions, etc. It's nice to have found a team of accountants that lighten the load and take some of the stress out of tax season. I have zero complaints for Sidney or Alice, they are always fast to respond, extremely organized, and very detailed oriented. I know they will quickly earn your trust and you'll gain confidence in their skills if you give them a shot, as I am sure glad I did! I will continue to use their services and would definitely recommend them to anyone!!

I was introduced to Chandler Wealth Management at one of their seminars. At the end of the meeting,…read moreI made an appointment to review my estate plan. It was a very pleasant and non-pressured and informative meeting where my plan was reviewed and easily updated. The relevant documents were recorded by Nathan. I was pleasantly surprised at the very reasonable cost of everything. In words of my Massachusetts upbringing, it was a "wicked awesome" meeting. After our meeting, I referred a friend and she also was very happy with these ease of document review and her estate plan update. Not being from Massachusetts, she just said it was great. Ken T.

Attended a presentation in a very pleasant setting. Received great information and would like to…read morecontact them later with my spouse to discuss further action plans. There was no pressure. Didn't expect such a great meal, but I truly enjoyed it. Seems like this event was well received and had a large number of attendees.

The Surrencys have been doing my personal taxes for several years now, always catching things I…read moremiss, always pointing out things I didn't realize, and ALWAYS finding more ways to help me save on my taxes.

Heather was wonderful, very knowledgeable and personable. Nice quiet suite in an office building…read more Reasonable rates and she literally was done with my return the next day!

I have my taxes done every year and I am always happy with the results! It is seamless…read more I can't recommend them highly enough!

Everything was explained well right down to pricing and what you got for each " level". Sham was…read morevery open and friendly. His staff was equally engaged and friendly. There was an initial meeting, a meeting to review the plan, and a final meeting to receive the documents and settle the account. The offices were clean and neat and not riddled with unnecessary decorum. A very good overall experience and I feel like I was in very confident hands. You may need to wait awhile for an appointment. The wait is worth it.

Sham Shanawany was a referral from a friend. We were so pleased with the resulting documents,…read morewills, deeds and the process was smooth and complete. My lifelong Georgia attorney reviewed the documents and actually used a few items in his practice. The cost was very reasonable. He knows what he is doing. Our children are very pleased with the trust documents and the thought put into the effort. We left his office and funded the Trust that day. Thanks, Richard and Deb G

Great experience working with Kyle Kay at Sterling Wealth Management. Honest, responsive, and very…read morehelpful with retirement planning and financial advice.

This firm was recommended to me by my financial advisor to handle a simple estate final tax return…read more I may have spent 30 minutes at this office to offer whatever information they needed to file this return. A few weeks later, rec'd a phone call saying it was complete and come pick up. Get to the front desk and the receptionist has me sign two forms and says the charge is $650. I asked her to confirm that price and came back and said that "is our rate". Sure wish I would have been told that up front. To their credit, the CPA I had appeared very knowledgeable but WAY OVER PRICED. FOUR FORMS at $650. I feel priced gouged. And the CPA never came out to explain what was done or why the price is so high. And yes, I have used CPA's before and NEVER got an invoice this high for so little work done. Good firm but expect HIGH fees. Would have given them 5 stars but their high fees dropped them down to 3 stars.