Not worth the HIGH fees. Much better choices out there. Closed account due to high brokerage fees…read more Moved to large brokerage house with more investment options.

I gave my hard earned money to these fellows to invest and they lost money in all of my…read moreaccounts. Watch out.

I am more than satisfied with the experience, professionalism, and advice that Joe has provided…read moreover the years. He is helped me develop a plan for my retirement that I not only believe in but is actually working! Keep up the good work Joe!

I can't even explain how nice these people are. From the very first conversation I had with…read moreShannon, it felt like I could finally relax. It felt like I had a team on my side. Mr. Bryon was amazing, super nice and easy to talk to. These folks got me out of a 20 year tax nightmare. I'd highly recommend them, or I'd recommend them highly.

From the owner: Garrety & Associates, CPAs, LLC provides a wide range of services to individuals and businesses in…read morea variety of industries. At Garrety & Associates, CPAs, LLC, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

The owner is really friendly and very helpful. She is also patient and concerned about her clients…read moreas well as future clients. She has a wealth of knowledge and loves sharing the info and getting you the information that will help you in the long run. She has done my taxes for years and I have been pleased. She also offers other services. Give her a shout!

Candy is such a pleasure to work with. She's very knowledge and passionate about her work and…read morehelping families. Thank you for you all that you do :-)

Daniel Haar helped me greatly with my large settlement! He was extremely knowledgable, experienced,…read moreprofessional and always clear about everything I was signing. Highly recommend him!

From the owner: With extensive experience in the financial, corporate & estate arenas since 1985, Stephen Satterlee…read moreserves selected corporate, individual and estate clients in retirement, wealth management, corporate and estate planning. He is the Founder and Principal of Live Oak Financial Group, which was established in 1996. Stephen also formed and acted as the Principal / Chief Investment Officer of Live Oak Advisory Group, an independent Registered Investment Advisory Firm from 2000-2010.

The more I sit down with Matt the more my eyes open to a much more secure financial future, not…read morejust for me but for our team member at Diversified Energy. I'm learning that its not as difficult and financially strenuous as I originally thought to offer company perks and incentives when combining the proper mix of products, services, and education. Kudos Matt!

From the owner: Keep More of Your Money! Grow Wealth with Less Risk…read more On average our first year clients are saving 20k to 150k in taxes. We work with and advise Individuals, Businesses, CPAs and Accounting practices throughout the country.