The professional approach from Jessica and Cheryl is so refreshing in a world where people don't…read morelisten and treat you as a valued client . I highly recommend her for your financial planning needs .

I have been working with Jessica for nine months discussing financial planning options for my…read moreretirement. While I have not engaged her or her company to manage my retirement accounts (yet) I can tell you that door is not closed. Jessica has provided some incredible guidance, source documents, and suggestions regarding my retirement. She has been extremely responsive, great follow-up, open to my questions and suggestions, and professional in all aspects of our dealings. Jessica is a pleasure to work with and if you are looking for a financial advisor...she is exceptional.

Seth has done an exceptional job in helping my wife and I with our finances, and it has been a…read morepleasure to work with him for the past year. Seth has been nothing but positive. From the very first meeting, he demonstrated an impressive level of knowledge and expertise in the field of personal finance (and now he has his law degree too, which is a bonus!). He took the time to listen to our financial goals and priorities, and guided us along so that we could get to a place of better financial health. One of the things that we appreciated most about working with Seth is his ability to explain complex financial concepts in a clear and concise way. He is patient, thorough, and took the time to answer all of our questions. He also provided us with practical tips and advice that we could implement right away, which has paid dividends for our finances. For example, we were able to effectively budget for several big events throughout the year which made us feel that we were able to make the most of every dollar. Seth is consistently professional and courteous, and we felt very comfortable working with him. He is very responsive to our emails and phone calls, and we always felt like we were a priority. To that end, he reached out to us on a regular monthly basis to make sure we have everything we need from him. We've so enjoyed working with Seth that we now continue to meet with him on a quarterly basis to ensure further financial well-being. We highly recommend Seth to anyone who is looking for guidance and support in managing their finances. He's a true professional, and his expertise and dedication to his clients makes him an invaluable asset to anyone seeking to improve their financial well-being. He has lived out the financial coaching/advice that he dishes out and models the hard work that is takes to get to places of better financial health. Thank you Seth for all your help!

Seth is great. He has really helped me in so many ways. He was always there for me when I needed…read morehim for a call, a text, a check-in or whatever I needed. He is very kind. He also helped me see things from a different perspective which is huge for me. I no longer use credit cards because of Seth's help!!!

In these days of automated telephone systems (in which you must follow an endless series of…read moreprompts) and emails that reduce messaging to electronic conversations, the personal touch to communication and customer service is a dying art. Such is not the case with LaVonda Gale, administrative assistant for RAI Advisors LPL Financial. Learning about my frustrations with cutting through red tape and corporate obstacles in an attempt to cancel my life insurance policy with a national provider and effectuate a cash withdrawal, she took the project on with professionalism, empathy and kindness leading to my desired results. The company from which I retired -- a national nursing home and retirement center chain -- has a customer service recognition program called Whatever It Takes and Then Some for associates who go beyond their job responsibilities -- the second-mile approach -- in meeting a customer's needs. LaVonda embodies the spirit of such an award.

I used Tab and Glenn for the closing of my home in June of last year and I was very impressed with…read morequality of service we received. Not only was the service and coffee great, but I felt more comfortable closing on my biggest investment with a Licensed Attorney overseeing the closing and insuring me that the title was clear. I highly recommend Gateway Title for your next closing.

At first, it seemed as if it would be a fairly simple and painless process. Unfortunately, that…read morewas not to be . After leaving with our check in hand, we received a call from their office. Because they had not done all their complete work , we had to go and retrieve the check we had deposited at our bank already. This in the middle of a day where we were desperately trying to finish our move. Upon returning to their office, they blamed the mistake on the bank. After some waiting for the bank to fix it. The option became come back the next day. I am hopeful that tomorrow's visit goes better. To deal with a title company you would think that they would check all details multiple times.