I worked with Kelly and she was very professional and she seems to be up to date on her market…read more She provided the services that I requested in a timely manner.

From the owner: Financial Advisors, Investment Management, 401k, Retirement Planningread more

Runkle Realty is clearly the "go-to" real estate team when looking to buy property at Lake…read moreLotawana. Whether it's your primary home or your dream vacation home, their years of experience, knowledge, expertise and customer care are second to none! No one knows this community better than Gayle, Dayton and Laurie! Their success is backed by the long history of satisfied clients! If you're considering this beautiful community, Runkle Realty should be the first call you make!

From the owner: As Realtors, our goal at Runkle Realty is to connect buyers and sellers. We have lot of different…read moretechniques to attract buyers, and we just added one more to the mix: video. YouTube is ubiquitous. It is on our computers, our cell phones, TVs, iPads, and Facebook accounts; it's everywhere. And with our tours hosted on the online video giant, we take advantage of this comprehensive infrastructure to deliver our listings in a convenient and compelling way. Online video is designed to be shared. Statistics show half of the people who watch online video, share them with great regularity, so we strategically design our videos to be worth sharing. Mixing elements of a classic home with music, humor and creative edits, we are constantly working to create the most effective videos. And I think we're off to a good start. The results from our videos have been exceptional. We have seen hundreds of impressions on Facebook and hundreds of views on YouTube within days of posting. This translates t

As a tech employee, I've encountered several CFPs and Mike is far and away the most experienced…read moreplanner in tech. He's been an expert on so many topics that many CFPs are peripherally aware of, at best. Java Wealth is a strategic partner and offers big picture, holistic planning and gets to know your drivers and goals. The firm is equally strong in getting into weeds and has helped me break down some incredibly complex issues regarding equity pre and post-IPO (including one issue that blew us away - still don't understand how he solved it!). Mike is also just an all around great guy and a pleasure to work with. Truly can't say enough about Java Wealth Planning.

From the owner: Java Wealth Planning is a flat fee-only financial planning and investment management firm serving…read moreclients virtually across the country. I focus on Gen X & Millennial families and the many issues our generations face, with a specialization in IT professionals.

Honest, professional. I have experienced that they really do listen and work to match solutions and…read moretax goals to the customer.

Hi! Just thought you…read moreshould be aware of this establishment. I had a bad experience with them and my tax preparer. I filed my taxes in feb of this year and waited for my preparer to discuss with me my return. She left me a voicemail telling me that my refund was a mere fraction of any previous returns I had gotten. I was out of town for the week and so when I got back I called her to find out if I could change my filing status. She informed me that it had already been filed that way and that I had to wait until the end of the season. I was upset so I didn't pay or sign for them bc I had hoped to file an addendum in May. So the office contacted me and said it's the last day you have to sign and pay for them. I explained to that person the situation and how frustrated I was with my CPA. She told me to hold on a moment and then my CPA answered the phone. I was put on the spot immediately and I hung up. She called me right back and so I spoke to her hesitantly. I explained her again what I was looking into and she was very short with me. She obviously knew I complained about her bc of her tone and tenor. She asked me a few questions in a short manner and told me that it would take one week to prepare. I said ok. I waited two more months and contacted them again. I once again spoke to someone about the situation and explained what had happened. The person I was speaking to was the same receptionist that put me on the phone with my preparer. She apologized to me and I accepted it. She said there wasn't anyone else to talk to since I had asked for a manger. I explained that next time give the customer a heads up that they are about to put on the phone with the person they complained about. She apologized again. I told her bc of my experience I would not be back. She said that she would have my CPA call me. So my preparer finally called me back. She asked me the same questions over again in a condescending manner as if we had not talked about it. Then proceeded to tell me that she could not fulfill my request bc of my situation. It was based on something she could have looked up 6 months previously. So she pushed me off for months to be told in a patronizing way that I didn't qualify. That's when I told her about herself. She claims she wasn't being rude but based on her actions alone she showed me that she didn't care about me as a client. She made me feel like I was the one being ridiculous. I explained all of this and she gave me a half assed apology. I told her that I would not be back based on their customer service and communication. It has nothing to do with the amount of my return. I could have saved myself 6 months of frustration if she had taken 5 min to look up the information. This business doesn't seem to care about its clients.