If anyone needs compassionate, efficient, and proficient services, this is the firm to visit…read more Attorney Georg listens and helps you to understand each phase of the process without judgement while guiding you to a solution. There are many firms that provide financial resolutions, but this one is top notch in all areas. The excellent ratings on Google etc. Speak the truth and validates why they are the best. This should be a big determining factor on whom to do business with.

Really enjoy working with Chad and his staff. Extremely nice people and knowledgeable. I was able…read moreto avoid scammers with their help, and it steer my bankruptcy case into light. They gave direction and hope. They are affordable, helpful, and would recommend.

This firm is very professional, and quick to respond. Although we decided their services were more…read morethan we needed (our assets are just not that significant), I would not hesitate to work with them if you need tax advice or trusts established.

Been using Tennessen since I went into business in 1975, can't say one bad thing about them. They…read morestill do my taxes and everything for my business. Alicia knows her stuff, a literal tax wizard.

Very poor, unprofessional service. We have been using them for years but will not anymore. We left…read morethree Federal returns to be filed in plenty of time last March. When we hadn't heard that they were ready, we called. The tax preparer seemed to have forgotten that he was supposed to do them. He did two and said that we would have to file an extension for the third return and that he would complete it before the October deadline. Come October, we still had not heard from them so I called. Again he seemed to have forgotten that he had promised to do them, and promised to complete the return in time. After not hearing anything AGAIN at the end of November (and now past the extension deadline) I had to call and leave several messages both at the office and on his cell phone, none of which he returned. Now well into December, I finally contacted him at his office and he promises to finish the return. He presents the attitude that it is not an issue that he has forgotten to fulfill his promise and that missing deadlines for filing taxes is no big deal. This is not the standard of accountability that you should tolerate from professional accountants.

Martie was a huge help and assisted me in getting the money I needed in a quick and courteous…read morefashion! Very professional, made sure I was comfortable with the terms and was extremely pleasant to work with.

My big corporate bank approved me until two weeks before closing and suddenly denied me. WTF right,…read morebut luckily my realtor knew John. Of course we weren't going to get the new approval done in two weeks so we pushed it off another month. Thanks to John's hard effort and diligent work ethic, we got it done. He is very polite and knows what documents are needed before submittal so you don't get the runaround like I did at Wells Freakin Fargo. Thanks John for making everything flow smoothly. I would definitely recommend John to anyone out there.

Everyone knows VA loans are not the easiest, but John made it so easy for us! He's always available…read more24/7 and will get you the answer you're looking for. We went with John again when he found us a better interest rate on our loan and we refinanced which in long run saves us $$$$$! He's always looking out in your best interest. We'd definitely use John again for any mortgage needs. Highly recommended from us!

My family and I have been customers ever since the early 70's. Specifically with John Conwell. and…read moresince his retirement we have been working with Daniel Aiken. The group moved from the old location on Main Street 6 years ago, to a very nice open modern building. Plenty of light comfortable furniture and decorations. Parking as always is easy plenty of open areas. Its on SIlverbrook off paradise and Hwy 45. Dan has many clients from all over America I'm just lucky enough to meet up face to face. Once a year to review distributions. I recall some of his clients have never had or needed a face 2 face. Every investor needs diversity value fit and price to meet your needs and personal objectives. I have nothing but praise for this group of advisors.

Insurance- yep not the sexiest thing to talk about but you simply have to have it. I've read in…read moreseveral financial columns, magazines and online that it's smart to review your coverage every once on awhile. I recently received my annual homeowners renewal notice and decided now would be a good time to shop around. Especially since they were increasing my premium- not a huge increase but nonetheless an increase and like everyone I want to be smart with my money. I decided to call an independent agency as they will do all the leg work for you, compare companies and find the best coverage for your situation. I called Philleo Agency Insurance in Brookfield and what a stroke of luck that was! Jenna Starr took my call and listened to what I needed. She asked me many detailed questions about my home and current coverage. Then she asked me to send over my current insurance company's declaration of coverage so that she could do a thorough comparison. After 3 days Jenna called me and was excited to tell Me she found me some great coverage, for BOTH my home and car, much more than I currently had and for less money. She emailed me The paperwork so we could review it. Then a few days later we met in her office and went over all the coverage and numbers. I was amazed at the increase in coverage including a one million dollar umbrella policy and it cost me much less- Than I was currently paying. The company I am now with is A+ rated too. Philleo is a small agency and I like the fact that they actually have an office that I can walk into and talk to my agent. I also like that when I call a human picks up the phone- none of this "press 1 if you want blah blah blah..." sometime I just want to talk to a person! They truly know the meaning of customer service. The personal touch was evident in all our conversations. I certainly hope I will never have to call Jenna with a claim BUT if I do, I know I will be well taken care of. Jenna handled everything even cancelling my current policy. It was a total "No-brainer" MORE Coverage for LESSI money. I am so happy I finally reviewed my current home and auto policies and that I called Philleo Agency Insurance. If you need insurance (and you do!) or if you need to review your current policies ( and you should!) then give Jenna Starr at Philleo Agency Insurance a call. Your wallet will thank you ;)

This was my first time seeing our insurance entirely on my own so I was worried about how…read morefrustrating it would be. However, Jessica Beaman and the business is amazing. She responded quickly to my calls and emails. I felt that I understood the entire process and received the best deal. I greatly appreciate how kind and helpful Jessica was while we went through the different steps. It would highly recommend this business (and Jessica) to anyone seeking out assistance finding insurance coverage. Insurance is not easy to understand but I feel much more knowledgeable now. Someone else recommended this business to me and I'm very grateful that they did!

Adam is an accountant you can trust. I've worked with him for over a year and trust his…read moreconsultation and advice. He looks out for my business's finances going into the future, and not just the current state. Highly recommend!