Great Service. Handles all my retirement accounts. Would recomend to anyone. Michael and his staff…read moremade it very easy to understand the markets and their plan for my financial success.

From the owner: We are a financial advising firm focused on putting clients needs over stock holders success. We…read morefocus on actively managed plans tailored to clients goals.

Very informative, professional and helpful. As a small business owner it was great to hear the…read moreservices they provide, they act as a CFO for your company or organization. Very compact all in one service that fits your business needs and budget. I will be working with them in the future

From the owner: We are a team of Financial Advisors that take satisfaction in being so much more. Whether it is…read moreWealth Management, Tax-savings strategies, Estate planning, Insurance needs, a business owner, or anything in between, we want to be the team you think of and come to.

The Monel Group has helped to understand the fundamentals as well as the importance of credit. More…read moreimportantly, I was able to raise my score from a 530 to a 680 and my Dunns business score had went up to a 94. I'm satisfied with choosing The Monel Group and plan on working with them in the future.

i've been working with Bonny Davis almost 6 years now. she really LISTENS, incredibly patient in…read moreexplaining (sometimes over & over) the terminology, the type of plan, etc. she will also research & advise when i'm interested in particular types of investments. i've referred a few friends to her already

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.

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.

They contacted me with request for an email and phone number over a week ago and have yet to hear…read morefrom them. I openly stated I was looking solely for health insurance and they did not specify if they could provide this service. Disappointed.

From the owner: Guzhuna is a risk and wealth advisory firm, built on the philosophy that protecting wealth and…read moregrowing it are not separate pursuits. Headquartered in New York and serving clients across the United States and Internationally, we work with business owners, executives, and families whose financial lives require more than capable advice across individual engagements. We offer insurance, investment management, wealth structuring, estate planning, and business advisory as one integrated strategy. Our approach is built from the ground up. Risk is assessed and structured before capital is deployed. Every component of a client's financial life is designed to function as one coherent whole, from the protection of what has been built to the planning of what comes next, and the legacy that follows. We carry no proprietary products and maintain no affiliations that would influence our recommendations. Our only obligation is to the long-term integrity of the financial lives entrusted to us. Independent. Unconflicted. Built to endure.