My 89 year old mother has been with Landing Point for a couple of decades. I have always (from a…read moredistance as my Mom was her own person!) felt they have done a good job investing and assisting her finances. Recently, though, my Mom has asked her daughters (myself included) to have a more active and assistive part in her finances. Landing Point and especially Susan Vasu have been extremely kind and respectful. And very, very patient! We have asked them to change things several times now as my Mom and my sisters and I explore how best to coordinate things. They are wonderful!

My experience with Landing Point Financial has been absolutely atrocious. They merged with my…read moreformer accounting firm of almost 20 years and since that time have made multiple mistakes. Today, with just over two weeks before filing, they inform me that they're too busy to handle my personal and business tax returns.

My husband and I are very happy to have Clint as our financial planner and tax preparer. My sister…read moreoriginally recommended him to us over 8 years ago, and we have been very pleased with the recommendations and financial investments in our retirement portfolio. Our tax situation has been complicated in the past, and I always stress before getting out taxes done. It has always been a better outcome than expected. Clint has a great staff, very efficient, friendly and helpful. His brother Doug (helping us now also) is very knowledgeable about investing in etf's with green energy, and investments that practice sustainability, as we add money in these sectors. Over the years, the track record or our investments speak for themselves. Last but not least, Clint is a great guy. We have depended on him, with challenges in the past with quick and efficent solutions. Thank you Clint and staff.

I would rate this NO stars if this was even an option. Clint Gault has made numerous mistakes on my…read morepersonal taxes that I have had to pay the IRS out of my pocket 2 years later. Not only did the IRS come back to me once on mistakes he made in 2012 and 2013, they came back again after he "corrected" the mistake and want even more money from my famliy. BEWARE this place for taxes.

Do not borrow anything from this company. I have been contacting this company several times a week…read more The loan has been fully paid off but they still remain on the credit. I have experienced the incompetence of this company. Processing late my payments. They were advised not to run the payments but they did anywhere to ruin my credit. They processed the payment late according because I have repeatedly called and enquired about it. They have an incompetent employee who is not informed properly. If you are looking for problems this is a company to deal with. According to my dentist, they were not supposed to charge a processing fee. Good luck if you deal with this company.

From the owner: Landing Point Financial Group is an independent fee-only advisory and fiduciary. We are driven by a…read moreproven process of building relationships with our clients and finding solutions for their unique circumstances.