My wife is 60 and I am 62 and we have been clients of Jim Kinney for the past few years. Thanks to…read moreJim's financial acumen and sage counsel, we were able to retire three years ago. We are extremely conservative financially, and we asked Jim to help us earn income on our investments (to supplement our pensions) while preserving principle as much as possible. Jim listens to his clients and is very respectful of their risk tolerances. In our case, we have a "very limited risk tolerance" and he has guided us to conservative investments that still meet our income goals. The Financial Plan prepared by Jim is extremely comprehensive. It is more than just a snapshot of where we are financially - it is a guide and a tool (along with the monthly Morningstar reports that Jim provides) that we use to regularly monitor our financial health, our progress, and make sound financial decisions. As we contemplated retirement and a move across country, we consulted Jim regarding the sale of a home, purchase of two condominiums, purchase of a new vehicle, etc. Jim was also extremely helpful in re-assessing our life insurance needs and our long-term care insurance, and he referred us to an excellent CPA. in addition to being trustworthy, Jim and his partner Luba, are ethical and just good people who we most highly recommend.

Are you looking for a down to earth financial planner? One who will make time for you at your…read moreconvenience? A straight shooter, that will make things comfortable for you a financial planner you can have faith in. My husband and I together, were in the process of moving my husbands 401Ks and also talking to Jim about my 88 year old Mom's portfolio. When my husband unexpectedly passed away, I was in such a dither because even though I was part of the of the everyday finances all this seemed so very complicated. What if I made the wrong decisions? This was my future. Jim very calmly sat with me answered all my questions, drew up a plan that made me feel comfortable, one that's no too aggressive but still making money. He also gave me advice concerning Mom that would protect her and me as the executor of her estate in the coming years. It's been 5 years now and I feel better about my finances today thanks to Jim. I highly recommend Jim as your financial planner!

My husband has been going to Hyde and Associates for three years. This year Michelle never told my…read morehusband taxes were ready. He called. She said they WERE ready and would be 1200 dollars and she would NOT file until the full amount was paid. He paid 250 the year before. The 1200 was never previously discussed. She also does not appreciate 100 dollar payments as it is administratively burdensome. This, from an accountant.

Wastes time and does not get the work done. Continuously leaves conversations to talk to other…read moreclients. Takes week-long vacations and continuously busy with other work, so can't finish the job. Took months to add a few accounts to Quickbooks. Nothing reconciled, accounts not tallied.

We switched our insurance to Skylands recently for our house and auto and couldn't have been…read moreeasier. We spoke with Rhonda who was knowledgeable and very helpful setting us up with the right options. Normally I dread all the paperwork but simple and easy. Best of all we are saving money from our previous insurance!

This agency was recently sold to my long-time agent and I gladly moved my policy to their firm…read more They are a very professional, experienced group of agents with specialty expertise in handling personal lines insurance (home, auto, umbrella, valuables, etc.) for high-net-worth individuals. They use a consultative sales approach to understand their clients' needs and custom-tailor coverage to match. This way, I only pay for what I really need and I'm confident I don't have gaps in coverage. They also provide great service if you ever need to submit a claim. Very satisfied with my agent, Rhonda Graber, and would highly recommend her and her team!