I have been informed that my on-going tax preparation business is not enough for MWM to continue…read moreconsidering me as a customer, even though they emailed me an engagement letter for the 2025 tax year. This disengagement in our professional relationship is quite a surprise and comes way too late in the tax season. It's further a disappointment considering the years I have worked with this organization.

From the owner: At Modern Wealth Management, our goal is to reimagine the delivery of financial advice. We are…read moredesigned to anticipate the needs of Americans at every stage of life by providing a full suite of wealth management services. The Modern Wealth Management team is built with experts specializing in financial planning, tax planning and preparation, risk management, estate planning, and more. Providing our clients with the confidence that they're doing the right things with their money, the freedom from financial stress, and the time to spend doing the things they love is what we care about. Confidence, freedom, and time.

I have been with Creative Planning for almost 7 years now. They have helped me build my 5 year, 10…read moreyear, and lifetime plans for retirement. They manage two of my IRA's. They have exceeded my expectations for a financial advisor and I am excited to continue doing business with them for my financial future. All of these other 1 and 2 star reviews do not reflect my experience with Creative Planning.

Misrepresentations. Innumerable commitments not kept. Our representative (partner) was unavailable,…read moreunprepared, comical in his lack of communication, professionalism, service. Completely -- Unapologetic for deficiencies. CP has a formula to make a lot of promises. Then when you transfer authority to them, they'll reinvest your portfolio. Without listening to the client. Then they'll begin assessing significant fees -- for doing nothing. Saying that their representatives and Creative Planning are fiduciaries -- I'd like to see teams of lawyers argue their lack of performance, service and misuse of that word. Very disappointed. Waste of time, money, involvement. We could not continue with CP. Relationship became painful. Find a better way.

Bank will not let you deposit cash in a personal bank account. literally the dumbest thing I've…read moreever seen. Arrogant obnoxious branch manager.

We've been with Jim and Brett for quite a long time and have been more than happy with the service…read moreand portfolio we have. They've never steered us wrong and every time I call I get the answer I needed. We get regular emails from Lighthouse and we feel 100% comfortable with JIm and Brett.

From the owner: Rick is the founder of Lighthouse Financial Strategies, and specializes in designing customized…read morefinancial plans and managing investment strategies for families and small business owners since 2002. Rick has been recognized and featured in issues of KC Magazine multiple times as a Kansas City Five-Star Wealth Manager. His professional background includes manufacturing engineering, product development, and business management. He has served Dave Ramsey listeners since 2006.

Amber looked over my past 3 years and helped me get good chunk of money that TurboTax missed. She…read morewas very quick, nice and super helpful! Very upfront and reasonable. Definitely going back to her for all my tax needs!

From the owner: Individual, small business, corporation and partnership tax preparation. Tax resolution services…read moreworking with the IRS and state department of revenue to ensure you pay the least amount of taxes as possible.

Theresa is such a wonderful and knowledgeable Insurance Agent who goes out of her way to make her…read moreclients feel protected and cared for. I would recommend her services!

From the owner: Whether you're looking for homeowners insurance, auto insurance, renters insurance, or another…read morekind, I'm here to help you understand the insurance coverage you may want. Serving the Overland Park, KS area since 1998, I can help you understand your coverage options so you can protect what matters most to you. Stop by in person, reach out online or call to get a free quote today.

Have been a loyal member for over 40 years. I have applied for their credit card, personal loans…read moreand auto loans....several times! ALWAYS DENIED even when I had great credit history, scores, 699 and over. Finally learned my lesson and will be terminating my relationship with them.

Bought a car with my husband as co-buyer. They put all of the information, including loan payment…read morecoupons, in my husband's name. What century are you in? Stop your sexist practices. To make matters worse, in order to change it, we have to go in and fill out new paperwork. The original paperwork was accurate; it was just not followed.

Great People great service some of the tech is a bit outdated but its zero fees and great service…read morethats what counts Thank you

Let me begin by stating, Karen, the woman I interacted with was kind, professional, knowledgable,…read moreand did all she could to assist. With that - SBB app has is the only way to work with them and their upload mechanism is not very functional. I had to create a workaround with my phone to supply them with my EIN form, drivers license, etc. I have a legitimate company open for many years, in good standing. It can be verified via the state, IRS database, BBB, D&B and many other sources, not to mention my own ID and SS card are legitimate. I simply wanted to follow my financial advisor's advice for an additional bank account to use in the event of an outage at my main bank, etc. He recommended SBB and a few others, so I chose SBB. It took them over a week to decline my application and refuse to provide any reason. I took my information to another recommended online account and had my new account within hours. Keep I mind, the account I have at my current bank I have had for 17 years without any issues. I question the process they use to verify. There are several other online banks my advisor suggested, Grasshopper and Bluevine being among them.

RA Tax & Accounting is a fantastic place to get your taxes done or if you are looking for a full…read moretime accountant. Friendly staff and great to do business with. Would recommend them to family and friends. Great prices too.

We have used RA Tax for years on our taxes. This year we were ghosted, numerous emails and…read morevoicemails left to get our taxes done. No return emails or calls. We were left to scramble to find someone who could do our taxes! Not good for business at all.