One of the only companies to get back to me in a timely manner. Very professional. I wasn't able to…read moreuse him this year but saved the information for next year so it would be so rushed.

Very helpful and answers all my questions .Giving detailed information on my taxes and other…read morefinancial plannings

Absolutely the best service. Since I found this accounting group filing taxes became a pleasant…read moreexperience. They are so knowledgeable and organized and have excellent knowledge of every type of situation. So we just went to our annual tax appointment and it was such a good experience and they did it very fast, on the spot. Simply genius, the best. High fives all around.

Super helpful and friendly, and got me the best return I've ever had - what a fantastic combo!read more

I would not get caught up in the acronyms and marketing hype with these guys. All talk about being…read morerebels of wall street and really little in the proof. For all the effort and check ins the results were less than what the bigger and established financial companies were able to do. Let's face it, all of these guys have their issues but personally I would look elsewhere. Better the devils we know really applies in the case of this start up.

Update 2/16: I want to share that the owner of Stash Wealth reached out to me and shared her…read moreappreciation for my feedback. She also addressed some key concerns I had and expressed how feedback helps them evolve and stay competitive. After this, I do feel more confident in recommending this service to friends knowing how seriously they take their feedback and I'm excited to consider revisiting this service at a later date. ------------ I purchased the individual stash plan. Here are some of my notes that may help you make a decision if Stash Wealth is right for you. Summary: I think SW could be a good starting place for some people. If you aren't sure what accounts to setup, how much you can afford a month on expenses, or how to save for retirement or a home then this could be helpful. Things I liked: -Small team / personalized experience -Professional and nice staff -They have "experts" in various areas of the financial world which is nice if you like having one place to go to for your money questions. -A fiduciary - meaning they aren't suppose to sell you investments that aren't in your best interest -They seemed happy to let me email follow up questions after I went through the stash plan process - pretty quick responses -The online experience / website / portal was great. They used Zoom for the meetings. -good to have gotten another perspective on my financial plan. I now know I was checking the right boxes. Things I didn't like: - Having a small team means time is money meaning you may not get virtual time you need to get your "financial shit together". Leaving holes in your final plan or areas you wish they had looked at. -I noticed the advisor wasn't aware of some of the features in some of the products he was recommending. Wasn't aware of new savings features, along with the Ally Investment Platform (he thought they only let you buy stocks), wasn't aware of Wealthfront's minimum balance. If you're a money nerd you should keep up with this stuff so you know the latest and greatest to help your customers. -The overall Stash Plan was pretty basic in my opinion. They basically look at your income, budget, and do a little basic math to tell you where to flow your money to reach your goals. I expected more. Give me multiple approaches to killing my financial outlook i.e. show me various conservative and aggressive options to reach my goals faster (increase your 401k matching by x percent after paying off x debt, or sell vested stock on x date to do x thing which could give you x returns by x date allowing you to retire x number of years earlier). I felt a little bit like a number to them - after they get your basic money flow they try to upsell you on ongoing money management. -They ask you to upload your bank, credit card statements, employer benefits, paystub, etc... however they never gave me any insights into my spending or to my knowledge, used my statements in my stash plan. -I only met twice with the advisor - around an hour each time and it felt a lil rushed towards the end. -After my first meeting, I sent some updated debt numbers to my advisor, but he forgot to update our plan by the 2nd meeting. This fudged my final plan. This was a little off putting. -The advisor really didn't go into strategies on how to pay off debt faster, other than consider consolidating it. For example, one of my debts is a balance transfer and has 0%$ APR for 12 months. I feel like the advisor should have offered some insights on how i should prioritize that debt above other areas. There was no mentions or discussions around this. -Personally I did not like the style of the plan. At first I liked it, but later I found it difficult to find information, interpret it, etc.. the format, the way it was written and flow of it got on my nerves later. At the end they put a cliff notes slide - however in my mind, a good plan shouldn't need cliff notes. The plan should BE the cliff notes. -I have unvested stocks at the company I work for - I expected to see more forecasting around how and when to use the unvested company stocks. -I initially didn't provided accurate budgeting numbers - (on me) I would have given them brownie points if they had allowed me to redo my plan with the correct numbers instead they just told me some things to tweak over email or if they had caught this via the monthly statements - i.e. Cam based on the statement it looks like you spent $800 on food and not $200 a month like you said in our first meeting. Overall, they just take what you give them, create a money flow plan and get you on your merry way and try to get you in their Stash mgmt service. They aren't looking at your situation comprehensively - IMO. I don't trust the numbers or the plan provided so i'm no better then I was before dishing out $1300 bucks. Ultimately, I've learned that no one is going to care as much about your money and your life as you do.

Identifying professional fully certified financial advice can be challenging…read more Here you will find a team dedicated to long term relationships providing altruistic fiduciary services of great value. Advice personalized and targeted based on time frame horizon and changing needs. All encompassing addressing all aspects of ongoing financial health is the only responsible approach and here you will find the answers to all your questions. The brand is built on a reputation of providing the best advice customized to each client.

From the owner: Our Mission is to create relationships built on trust and mutual respect with families and…read morebusinesses. We will provide the best advice with the highest level of service and product offerings to our clients to facilitate achieving their dreams and goals.

So glad I found Tammy! Not only did she take the time to explain how my assets should best be…read moreinvested, she worked with my accountant to minimize my tax burden though harvesting of gains and loses. I had no idea this was even something that could be done. I've been working with Tammy for close to 19 years now, and through all the ups and downs of the "market", my piece of mind has been assured. I can't recommend her enough. She was even able to go over options for LTC insurance, without the "hard sell" you might get from an insurance agent.

Tammy Washalski is an excellent financial advisor who is knowledgeable and has helped me…read moretremendously over the years. Highly recommend her.

I couldn't be happier with Emerald Retirement! I have been with them for several years now and…read moreMatthew Clements is awesome. He goes above and beyond not just helping me with my finances but with so many major changes in my life from the loss of my home through to setting up my Social Security and my retirement. Matthew truly cares and that's hard to find these days.

From the owner: Financial Planning and Investment Management to Families and Business Owners.read more

From my personal agent, Douglas, to Lorraine, a customer service rep, Hutchings Agency staff is…read moreright there with you every step of the way. I found myself in a rental car reimbursement situation that Lorraine not only dug me out of, she called almost every day to update me on the progress. They are honest, transparent, and they try really hard to help you out as much as possible! I have multiple policies with them and can't imagine my business with anyone else.

Awesome business. I work w Doug Jr. He is very efficient and knows the business inside and out…read more Constantly keeps contact and updates me on specific policies if there are better more cost effective solutions. I highly recommend these guys if you want the best price and personalized customer service.