Decided to get around to hunting for a local CFP and starting searching for local ones online. I…read morecontacted this guy via email. If you are a dual income household under the age of 60 or a woman, don't waste your time with this guy and just move on. What could have been a two sentence reply stating that he couldn't work with people like us which would have been fine ended up being a 10 minute phone call that I would have rather not had at all. Attaching screenshots from his website indicating the reasons why we thought reaching out to him was a good idea, but also adding some highlights here: "Get an assessment of your savings and prioritize the key things you need to do financially for a one-time flat fee." "Retirement Income - Where will my income come from when I retire? How can I have more to spend? 401(k) Plan Advice - How much should be saving for my ideal retirement? Am I ahead, on track, or behind? Switch from Savings to Income - How do I turn my savings into monthly income and make it last?" "Be prepared for economic events like Social Security reduction, declining markets, large medical expenses and more. Stress test your plan to address the things you feel could impact your future." All of these things are sensible reasons to work with a CFP, right? Let's read on: I had reached out to him to start inquiring about comprehensive financial management for our household, a dual income family with us being in our thirties. He called me specifically to tell me that most of his clients are in their 60s and that "where I come in" is when people actually retire and need help managing their retirement incomes. Okay, fine. I specified that we'd be looking for a review of our current situation to ensure that we were on the right track for all financial matters: retirement, emergency planning, future family planning etc. I stated that we're using a roboadvisor for IRA management as well as have two 401ks that we're maxing out. Upon hearing this, he stated that we were "probably fine" with what we were doing with the roboadvisor and then paused and stated in a surprised manner, "Oh, TWO 401s." I confirmed this and stated, "Yeah, from each of our respective employers." Yeah. Two 401ks. Because we both work. We're not a single income household. And we both make enough to justify contributing to both 401ks at full or near max capacity. At this stage, I had been trying to end the call but couldn't get a word in as he kept talking. He then proceeding to reiterate his points one more time, and advised me, rather dismissively, to just reach out to Fidelity for help in figuring out the situation with my 401k. Um, sure. If that was the only thing I had to think about, I wouldn't be thinking much about trying to use a CFP, would I? I thanked him for his time and moved on to the next person on my list. Ladies & people under 60+ who aren't still living in the 1950s: don't bother wasting your time. Give your payment for services to another CFP who won't make gross assumptions on the phone.

Always available to discuss account. Provides constant updates and explanations on what is going on…read morein the market.

Was referred to Kevin Kautzmann, CFP through business with his firm, EBNY Insurance Services. Kevin…read morehelped my father set up 401(k) plans for his small business. In addition, Kevin assisted my father in setting up a bond portfolio with some money that he inherited. Kevin is very professional, and was able to help my father find some very strong investments. So far, the returns on those investments have been excellent, so I'd say Kevin definitely knows what he's talking about. He's a hard worker, and has been available to talk at most times of the day.

I have worked with Kevin Kautzmann for a couple of years. He has been extremely helpful to us in…read moresetting up our 401K and pension plan. Kevin is very professional, knowledgeable, helpful, communicates very well, and a pleasure to work with. I look forward to working together in the future.

Truly exceptional tax support and incredibly warm and kind interpersonal interactions. I came to…read moreMicha dealing with a few years' worth of confusing tax returns/notices. After a brief intake meeting and seamless upload process to the Taxcentric portal, Micha was able to resolve 5 years' worth of tax issues and help me receive a much needed refund. He also made the 2025 process incredibly low-stress - and I know he's committed to saving me money wherever possible. Really appreciate his expertise and hope to work with him for a long time!

I can't recommend Micah at TaxCentric highly enough. I found myself in a tax emergency, completely…read moreoverwhelmed and unsure what to do, and Micah stepped in and handled everything with incredible expertise and efficiency. From start to finish, he was professional, responsive, and genuinely invested in finding the best solution for my situation. His knowledge of tax matters is clearly top-notch, and his guidance made what felt like an impossible situation completely manageable. If you need a tax professional you can trust--someone who is skilled, reliable, and genuinely cares about their clients--Micah is the person to call.

I used Yelp to investigate tax preparation services in the area and Hiza & Hiza LLC quickly popped…read moreup. They are located near my home so I submitted an inquiry on their website and they promptly called me during my requested hours the next day. I was able to easily set up an appointment to have my taxes prepared. Bob was very accommodating and helpful guiding me through the process. He was very thorough and I was very happy with the service he provided. I highly recommend Hiza & Hiza!

Kimberly Hiza has been doing my taxes for over 5 years. She has always been professional and…read moreefficient throughout the entire process. Kimberly is quick to respond and go through any questions I have for the year. She makes it easy to either pay your taxes or get the money owed to you-- I've never had a problem with any payment on either end. When I got married, Kimberly helped me through the process to ensure I had updated everything properly and it was a relief to have her advice and insight. I highly recommend working with Kimberly Hiza.