I've had to come here several times in the past two months to deal with things in person because I…read morecouldn't figure out how to do them online. (Turns out, some things can't be done online.) So I was feeling a little intimidated because of that but the two gentlemen I dealt with were helpful and didn't make me feel bad about not being able to figure it out. The first time I came in, it was about 10 minutes until they were supposed to close. The guy who helped me took me to his office where he patiently answered my questions and helped solve my problems. An African American man that was at the front desk helped me and my daughter on another occasion and then helped my spouse just yesterday. Their website is clear and fairly easy to access (except those things that can't be done online). Most of all, they were professional and accessible.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

Patrick could not have been more welcoming, patient, and, especially, helpful…read more And the coffee was good too.

Came with questions for a relative that I have power of attorney for and they were all very helpful…read moreto answer my questions and get my issues resolved quickly.

After days of negotiating financing, when it came to the paperwork, the truth came out! We weren't…read moretold about the 9.9% fee do to FF at the loan closing, or that during the entire time you do business with FF you are not allowed to even request financing from any other source for ANYTHING even mortgage or car loan! This is all deep in the paperwork after filling out the loan application. RUN AWAY QUICKLY!! DO NOT GIVE THEM YOUR SOC SEC NUMBER!!

Stay away. Rude and unprofessional.If you looking for business credit cards apply yourself. Do your…read moreown research to see what are the best cards for your business or pay 9.99% fee they charge to do it for you. Thanks Scott world class service...

We have been using Carlozo & Co. for our business and personal taxes since 2010. They are the…read morebest. Smart, capable, and fabulous. Educated on all things tax. They have been great business advisors and competent tax preparers. I cannot say enough wonderful things about the entire operation. Go there for great tax advice, preparation, and support.

From the owner: Tax Return Preparation Tax Audit Representation…read moreStrategic Tax Planning & Consulting Transaction Structuring Business Consulting Financial Planning Accounting & Bookkeeping Services