Absolutely no help at all. We asked if they could figure out what the tax situation will be…read moreregarding a recent settlement and how much the feds will want out of it next year. Seems like a simple answer for a tax professional. They looked over our taxes from the previous year then called to tell me, "It's not a good fit for us." What the heck does that mean? Quite the ambiguous answer.

Matthew, at Kroeger Financial, helped me with an amended 2019 tax return. Matthew worked quickly,…read moreintelligently. He communicated in a timely, clear, supportive manner. He had helpful suggestions for how to proceed with the IRS. And his fee was reasonable. I'm very grateful for Matthew's help. Great service! I couldn't recommend Kroeger Financial more highly.

I get it, I'm the small guy. I did not like the once a year check-up that seemed very rushed and…read moreimpersonal. Those meetings is where I learned of investment strategies that I should have been informed of months before (perhaps if I had more money in my account I would have received a call or email on what to do). After moving my accounts to another brokerage, I learned that I was invested in products that were underperforming with high costs. These details were glossed over during our annual meeting. I get it - diversified is a good thing, but when do I hear that it would be smart for us to move out of a bad investment (almost never). I'm qualitatively and quantitatively better off after leaving Ostroff.

The team at Ostrofe Financial Consultants is second to none. They go well beyond just investments…read more They take the time to really know and understand you to help you achieve all of your financial goals in any stage of life. When visiting their office it feels like visiting family. Everybody is friendly, professional and radiates a genuine sense of caring. The expertise they have around any possible financial situation is extremely comforting and provides a peace of mind knowing everything is being handled in the best possible way.

I can't say enough about this Company and all the great people who work there. Matt has been…read morehandling our investments for over a year. We are amazed at the growth we have seen like never before. They keep in contact with us, have a plan and are very professional. Everyone should have their money with Baird - Trust the Highest Power!

I am so impressed with all the advisors and the staff at Meyers Investment Group and how much they…read moredo for our local community. They take the time to really get to know you and find the best possible solutions to your needs.

From the owner: Ken Meyers, Matt Enright, Rick Hansen, Preston Daniells & Gunnar Meyers work as a team, combining…read moretheir talents and years of experience to help investors build more secure financial futures. Their clients are successful individuals, families, businesses and organizations who value straight talk, great service, and active management of their investments.

Joe was very knowledgable, and generous with his time. He helped me protect my retirement and plan…read morefor tax savings.

I have used Stifel for over 15 years and their management of my finances that includes investments,…read morechecking and ATM have been great through the ups and downs of the market. My financial manager is Tim White. This office also donates to the Charity for Injured Veterans Golf Tournament held annually and Lake Wildwood. Thanks for supporting "OUR" Injured Vets!!!!

Tim White of Stifel - Grass Valley is a shining star - I have and will continues to trust him with…read more my money.