I recently used Cukierski & Associates to complete my 2023 taxes. This firm is only interested in…read moreone item - namely your money! I specifically advised the partner in charge of handling my tax return at the beginning of the engagement - that I would require an extension as I was about to enter the hospital to undergo a medical procedure. He was new to me. I was constantly told and hounded by one of their administrative staff they would require immediate payment for services. I had advised this same person several times I would pay my invoice as soon as my medical procedure was completed and I was released from the hospital. ( I always pay my bills.) Despite advising this person several times of my situation, and having advised the partner in charge of my situation, at the very beginning of the engagement with him, this administrative person who was extremely obnoxious would not let up. The invoice was not very large, a little over $500. The only reason I wound up with this firm was I previously used a former partner of the firm, who did OK but not great work on my tax returns. My wife at the time was friends with one of the accountant partners wife of this firm. This prior partner did not know and could not handle the tax information for 529 accountants very well. As I had 3 sons who fortunately now have all graduated from college. I had to literally walk him through the 529 tax information each year and how to handle it. He is now retired, fortunately. My advice to you is to stay away from this accounting firm unless you like being constantly and relentlessly pressured.

For over 20 years Jim and his team have handled both my personal and business taxes! Professional,…read morepersonable and always friendly these folks will take care of you better than anyone else!

I've been working with Jason for a few years now and I'm very pleased. He gives great financial…read moredirection without being pushy; he is a master communicator; and aims to understand all the different aspects of your financial situation before recommending options. He keeps himself honest by offering a really easy to use app to track your positions and earnings results across all your accounts - no more guesswork. And the quarterly reports we receive help us to benchmark our historic success with Jason. I can also second the other review regarding Jason being a phenomenal advisor for younger professionals - he gives a personal touch that I don't think I'd receive with a more traditional/larger advisor. Because he's around my age and also lives in the city with similar family motivations, I really feel like he understands my goals and can understand my investment strategy. Can't recommend him enough.

Jason is an incredible financial advisor especially for people in their 20s and 30s who often get…read moreoverlooked by traditional advisors. From the very beginning he's treated my goals seriously and never made my wife and I feel "too small" for good advice. Whether it's a quick question about budgeting, job offers, planning to move homes, or bigger long-term strategies, he's always just a phone call or text away and quick to respond. It's rare to find someone who combines real expertise with genuine care, but Jason does both. If you're looking for a trusted partner who will meet you where you are and help you grow, Jason is the one to call.

Steve did our taxes for the first time this year and we are very pleased with his work. We were…read moreable to schedule an appointment very quickly and he walked us through the process and answered all of our questions. Steve will be our tax advisor from now on.

This is a great company to work with. They not only will invest your money in the proper funds…read more They sell all types of insurance. My financial planner is the best..and his son is a specialist in all Medicare Insurance. They are the best...always return your calls promptly. Since the crash of the market..we have been with them..and we have recovered some of our portfolio. I highly recommend this firm. You CAN trust them with your investments.

Theresa and Kevin Hannon are incredibly knowledgeable and their team is totally trustworthy and…read morevery, very easy to work with. They make the entire financial planning process very easy. And working with estate planning attorneys who are quite impressive, their system is streamlined. I am nothing short of IMPRESSED. I'm so glad to have Hannon Financial Group oversee my retirement planning.

On of the best businesses out there. They are a super team and look out for your best interests…read more If you are looking for someone to invest with call Stephanie or Tony.

Very knowledgeable and friendly business. I am terrible with saving and Stephanie has helped me so…read moremuch in that aspect. I highly recommend LT family for all your investment needs!

Time was of the essence and after being jerked around and having so much time wasted by my original…read morechoice of a lender , I decided to reach out to Mike Platting at Inlanta mortgage. The refi that they worked on for me was a little more complex than the average one yet From start to finish I closed in a little over three weeks ! They always pick up the phone and they are very prompt with email. Very caring professional service! Highly recommended!

As first time home buyers, we couldn't have asked for a better team than Mike and Seaneen. Mike…read morehelped us figure out a complicated situation, and found us the right loan, at a very fair rate. Seaneen was always pleasant, and extremely responsive, answering all of our many questions. Mike went above and beyond our expectations by being available beyond regular business hours. They have great personalities, making it pleasant and even fun to work with them! The Inlanta team is phenomenal. You couldn't possibly go wrong with them. Highly recommended!

Delia is not like most financial consultants who all they want is to make profit from you. I had a…read morelife insurance policy with another insurer and she could have easily told me it was not a good policy and switched me over. However she realized that it was better for me if i stayed and wished me the best. Because of that level of integrity and trust I had with her I later asked her to help me with an investment which turned out very well for me. I would recommend Delia to friends family and strangers alike.