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.

I heard Bad Uncle Sam's advertising and I met with Jeff. He was so helpful in showing me their…read moreprogram. I suggest everyone take the time to check them out.

From the owner: Are you aware of how the government taxes your income? Do 401K plans replace pensions? There are…read moremany American citizens who don't know the ins and outs of government taxing and who are possibility losing retirement money to "Bad Uncle Sam". We are here to help. Visit out website to learn more.

They have been helping me with my finances for over 30 years and they actually care about their…read moreclients who they treat more like family. The financial guidance that My wife and I have received and when my wife past, they walked me through the necessary financial adjustments of that very difficult time .

From the owner: Professional Financial Consultants, LLC will provide individuals, families, and businesses with…read moreindependent investment advice along with organization and management of their finances tailored to meet each of their goals and objectives. We believe that financial success is derived by living within your means, a balanced investment approach and a healthy working relationship with a "hands on" financial advisor who is committed to seeing you fulfill your goals and objectives. When questions or concerns arise they are addressed promptly and explained in detail. Our clients can expect a well thought out, flexible financial plan coupled with superior client service focused in the areas of Retirement, Personal, College and Estate Planning.

If I could give them zero I would. Their communication was horrendous. They never followed through…read morewith things. Use a different company if possible!

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

I can't recommend Apexguard enough! With over 50 years of experience, they expertly handled my…read morecomplex taxes as both a W-2 employee and an LLC business owner. Apexguard not only found deductions I didn't know existed but also explained everything clearly and helped me plan for future tax savings. Their professionalism, attention to detail, and genuine care for clients are unmatched. - ARC

From the owner: I am an Enrolled Agent with over 35 years of tax experience, including 20 years with the Internal…read moreRevenue Service and 15 years with the New York City Department of Finance. I worked in the IRS Small Business and Large & International divisions across multiple industries. I now help individuals and businesses with accurate tax preparation, representation, and tax consultation.