Must say the most responsive company that I have yet to deal with. Communication is top notch , I…read morewould recommend to anyone who is looking for a reliable , trust worthy company to handle your financial needs. Guys thanks again for all the help and look forward to the future!!

David has been our well management advisor for over 15 year now. He is always there for us to give…read moreexcellent advice. He really cares about his clients.

I highly recommend Lindsay Veleber as my financial advisor. I have been with her for approximately…read more10 years and will continue. Lindsay and her BOA Barbara are warm and caring and is always available for any questions I may have. I have recommended her to several others who are now working with her. My experience has been nothing less than excellent.

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.

Mitchell did a great job helping my wife and I plan our personal finances. He was very…read moreknowledgeable and I would definitely recommend him to a friend.

From the owner: We are a 100% Fee-Only, Financial Planning and Investment Advisory firm specializing in providing…read morefinancial planning and Investment advice that is truly in your best interest.

Great Service! Most of the people who comment on these sites are going to be negative regardless of…read moretheir experience. Signal's customer service was very good during my last few interactions especially at City Center Branch. The only time it took longer than usual for them to complete my request was because it was very complicated and required more time to complete. They were very thorough and took great care in their work.

I was very disappointed in this service. Paid over 1K for a fee-for-service financial advising that…read moreI requested should also include assistance with budgeting. One year out I never actually received any type of paperwork with a financial plan. Yes, he did return emails and was willing to make many appointments to speak via zoom, but in those conversations he gave very generic advice about diversification and investing in retirement, etc etc -- the type of advice you could read off any generic website with absolutely no insight into my actual situation despite my giving him access to all of my financial information. The only specific advice I ever got was to move my retirement account under his management where he charged 1.4%. Very dissapointing.

I have been a client with Michael Westwick since 2017. He is on time and accurate. He originally…read morestarted working on my personal return. Overtime, he recommended my business to be taxed as an S-Corporation. That saved me enough money to fund a full year of college for my Daughter. I was so impressed. He now manages some of our investment accounts. He is genuine. He always answers my questions when I have them. His portal makes it possible to upload info remotely. I would recommend him to anyone in the market for Accounting or Financial Advising

From the owner: Our professional goal is for our customers to pay the least amount of tax while helping grow their…read morewealth in a tax efficient manner

My husband and I met Ed Skelly several years ago; he was recommended by our CPA. We couldn't be…read morehappier with the results. It's taken a couple of years of his managing our money, but at our last meeting, he showed us that everything is invested safely and that we will not outlive our resources. His money management has drastically reduced our taxes (and by drastic, I mean we got a five-figure tax refund this year, even though we earned the same amount as last year). Don't let the Ashburn address scare you off -- Ed will come to your house. He's a very nice person, and interesting, as well. Last year he climbed K2!

My company offerers EFE as a 401K rebalancing and management option through Fidelity. Many large…read morecorporations offer this option with the company. That is how they built their core business for the past decades I believe. As an example for the past 24 months my 401K is up 27%. I'm completely hands off. I haven't even seen my statements for the past few years - until recently - and I was pleasantly surprised. It's interesting to see all the negativity in this review section.

I felt ripped off by these people. They did nothing with my account and just pulled an exorbitant…read moreamount of money out of my retirement account. It was even hard to tell what I was seeing was their fees in my account history; edelman wasn't noted anywhere, it just had the funds that were being sold to pay for their fees, so I had thought it was some kind of fee from the fund until talking to someone at Vanguard who said it was Edelman. Leeches.

My wife and I have had the great good fortune to have one of ReFrame Wealth's founders, Mitch…read moreFalter, as our advisor. Initially, Mitch helped us structure our retirement planning for -our- retirement goals. He then coached us through the transition from work to retirement. Mitch and his team now manage our retirement funds, as well as serving as fantastic resource on matters surrounding retirement, aging, community engagement and numerous other issues. We were employed the academic and non-profit world, and contributed to the sorts of plans used in those places. I have been surprised by the flexibility that an advisor brings to managing retirement funds post-retirement. This is not an off-the-rack plan. It is bespoke, and we are very happy with it. I'm not sure if anyone uses Yelp to find a financial advisor. But if that's you're situation, take a look at their website.

It has been so helpful to work with Kevin these past couple of months! When my husband and…read more I were initially searching for some support with our finances, we were looking for someone who could meet us at our level and explain financial topics in ways we could understand ( HSAs, Roth IRAs, Traditional IRAs, HYSAs, etc.) We were looking for someone who help us understand our current financial picture and whether we were saving enough to be able to retire at our desired age, be able to enjoy our current hobbies of traveling, and pay for medical expenses we will have. As a woman who got married later and came to my marriage with assets, I wanted to make sure I was making smart financial decisions with regards to my investments, savings, and spending habits as I know I will take home less money than my husband. We found that in Kevin and are so grateful for his knowledge and guidance. Kevin has helped me understand my financial portfolio and adjust my investment choices to match my financial goals. He has a unique approach to providing guidance with regards to finances which involves front loading the work together with weekly meetings the first month followed by check-ins and continued financial information through articles on various financial topics. We highly recommend working with Kevin if you are looking for solid guidance around your finances.

Kevin has been such an incredible asset in my life. I knew that I was not confident in how to…read morehandle money and the stressors of bills and student loans after graduating and starting my first full time job. I also didn't know if I was being too hasty in pursuing a financial advisor when I was just starting out; was the investment in a financial planner worth it considering I had little assets, a moderate paycheck, and student loan debt? Since I was rather anxious in not wanting to make mistakes that could impact the rest of my financial life, I decided to look into Kevin. His website drew me in with his focus on millennials and the unique financial challenges we face. He seemed real and truthful which is what I was looking for above all else. Someone to give me real, concrete advice, and not take advantage of me considering my limited understanding in "adult" finances. After my first free consultation I knew I was in good hands and that his website accurately reflected his values. Although it was a financial investment to get a financial planner, Kevin has helped me set up a future that is beyond worth the money I spent/spend. We continue to have check-ins as my financial situation changes and he never holds judgement when I need a concept explained or broken down considering money has a lot of jargon. I now feel confident in my plans for paying off my student debt, investing in my future, and living a normal life all at the same time. I recommend him to all my friends and coworkers when conversations turn to finances as we all navigate this often challenging money world.