Worked with Client for years excellent service! Plus there knowledge is one of a kindread more

From the owner: Specializing in Debt Consolidation and Debt Elimination Planning. We help people quickly and easily…read moreeliminate ALL their debt (including their mortgage), WITHOUT damaging their credit scores; by AVOIDING credit counseling, debt negotiation, debt settlement, and bankruptcy!

Please note! Do your research !!! You may get your settlement money, but you are on the hook for…read morethe entire amount they receive for your claim. Example: If your claim is $10,000, if legal fees are $8,000 and you received $2,000, the 1099 you will receive is for the total amount of claim or in this example $10,000. You will pay tax on the entire amount of $10,000, not $2,000. I got hit with a nice tax bill I wasn't expecting. I'm not a tax CPA, but I wish I were as this wouldn't have happened. I hope this post will help others with their decision making process.

Cant get anybody on the phone shouldnt be that difficult to have employees answer the phoneread more

Mark will educate you in what you are signing up for. In 20 minutes you will know more about the…read moreindustry than most people that work in it. He does a thorough job in figuring out what his client needs and then places them with the best provider to fit that need. I would have no problem referring anyone to Mark and knowing they are getting the best help possible.

From the owner: Wise Choices Financial is a local Kansas City Insurance agency. We work with dozens of different…read moreinsurance companies to provide you with the best insurance products available. From guiding you through the confusion of Medicare, to making sure your family is financially stable in case something happens to your or your spouse, our agency helps you take some of the guess work out of life's surprises. Please feel free to contact us today for a quote or insurance consultation. Wise Choices Financial is a completely independent firm specializing in Insurance and Financial Solutions. Our clients are located all around central Missouri, giving us a great feel for the insurance landscape. We design plans with a focus on risk management, low costs, and tax-efficiency, which we combine with personalized financial advice aimed at helping clients make better informed decisions. Our mission is to build lasting client relationships based on a level of trust that is earned through wise counsel, positive results, clear and candid communication, and service that exceeds expectations. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Wise Choices Financial are not affiliated companies. Any and all other services related to the Debt Free Destination Plan™ and the Medicare Whisperer are an outside business activity and are not offered through or supervised by AE Wealth Management, LLC.

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.

A true fiduciary! Mike really cares about his clients and wants to see them succeed in their life…read more He's not just in the business to sell stocks and bonds but he helps families and individuals meet their goals. I've called Mike several times to to ask his advice and never once felt pressured to buy more stocks or bonds through him. He takes great pride in seeing his clients succeed in a variety of different ways! Give him a call if nothing else you'll make a friend!