We've had an excellent experience working with Grose Wealth Management. Our financial situation is…read morefairly complex, and their team took the time to truly understand all the moving pieces before offering any recommendations. They thoughtfully listened--not just to me, but to my husband as well--making sure both of our concerns and goals were fully considered. Their guidance was clear, practical, and tailored specifically to us. Rather than overwhelming us, they helped break things down into manageable steps and set us on an achievable path. We have a stronger sense of direction and feel more confident now than before stepping into their office. Highly recommend to anyone looking for knowledgeable, attentive, and genuinely client-focused advisors and wealth managers.

Can't speak highly enough of the Groses! Not only are they very intentional about understanding…read moreyour financial goals & how to get there, but they become your genuine friends that understand you & want to help you. Can't recommend them enough!

In this world, nothing can be said to be sure, except death and taxes…read more It would help if you got your taxes done correctly by XNE Financial Advising. This was my first year, and it will not be my last.

After receiving horrible customer service from my current tax preparer, I decided it was time to…read morefind a new preparer. I found XNE and sent them a message and soon after I had a meeting to explain my tax needs. The process was so simple and the rates were reasonable. Then Mr. Epps went above and beyond to produce our return in record time when my partner and I waited until the last minute to provide the necessary information. He did an excellent job and got it filed before the deadline. I have found my permanent tax preparer and would recommend him to anyone.

Don't go there, If…read moreI could give lower than 1 star I would have. Recently visited this place and was disappointed with overall experience, wait times was excessively long, the staff was unprofessional, despite having an appointment, we still waited over 30 minutes, then we were told they're behind schedule and we have reschedule, that is very rude and explains that these people has no time management skills, with that I decided to leave I can't trust people like this place who can't even manage time, being unprofessional and who can't even clean or organize the office, horrible experience, they don't care about ur time, I don't recommend this place.

Jibran has been filing our taxes for a couple of years now and I'd like to highlight how great our…read moreexperience has been. He is thorough in checking your financials, asking questions, and providing advise for the best tax outcome. Very professional and friendly staff. I would highly recommend this firm!

My taxes are pretty complicated since I have to file in multiple states. That coupled with the new…read moretax laws means that there was no way I was going to attempt to do my taxes myself. I called Dominion early in January and was able to get a spot as a new client. (I later learned that they only open a few new client spots every year, so I recommend trying them in December or January if you want to get a spot.) I called the morning of my appointment to make sure they were still open, since a snowstorm had canceled schools and many local business closed for the day. Not only was Dominion still open, but they were able to move my appointment to earlier in the day since other clients had canceled. As soon as Carson was done with his previous appointment, he welcomed me back to his office and we started going through the paperwork. Carson was so great. It's clear that he is extremely familiar with the tax code and entered all my paperwork quickly. He helped me access some additional information online when we realized I needed an additional piece of real estate paperwork. He even explained some deductions that we were eligible for that I was unaware of and allowed me to submit that paperwork later after I collected the necessary information at home. Perhaps the most amazing part of all of it is that Dominion only charges a $150 flat fee for your personal taxes. I thought for sure it would be like one of these chain tax places where the base rate only applies if you are filing in one state or have a single W-2. Their price is more than fair to know that your taxes are done right and you are getting as many deductions as possible based on your individual situation. I'll definitely be back next year!

This is my 2nd year filing taxes and Byron has provided me with a plethora of information to keep…read morein mind as well as answer any "looming" questions I had. My taxes are pretty simple but he entertained my questions with great care and patience. I didnt feel rushed and he was able to e-file my taxes the following day. I forgot the front desk receptionist name but she always displays an amazing amount of customer service and acknowledged me as soon as I walked in for my appointment. Thank you Dominion! You have a client for life!

I was living in DC for a while and had some financial investing questions. I found AOG online and…read morefigured I would give them a call. Not only was the women I spoke to super friendly but helped with the initial questions I had. This first experience I've had with AOG was really positive, I'm excited to work with them more in the future.

I have been a client for many years and would not be where I am today without them. They have…read moretaken care of many complicated financial needs with care and professionalism.

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.

I couldn't ask for a better small business accounting firm. They've helped me grow from a one-man…read moreband to 20 employees spread across the country, and have been an excellent partner every step of the way.

I hired Tom to take a look at my finances and see if there was anything I was missing, any…read moreadvantageous financial vehicles I was missing out on or any way that my asset allocation could be improved. Tom did a great job identifying exactly the things that I needed but had overlooked, such as disability insurance and a Roth IRA account. He put together a complete overview of my financial situation with his advice in a very useful and easy-to-use package in a very timely fashion. I think just about anyone would be well-served to have an expert who deals in finance all day long take a look at their circumstances and make sure they are doing everything they can to maximize their wealth. I know Tom's advice helped me.