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.

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.

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.

I had a FANTASTIC wealth manager Josh Morales! I had just started building an additional retirement…read moreplatform through my business and he was very knowledgable and I was very pleased with my returns. Unfortunately, I cannot say the same for THE RETIREMENT PLANNING GROUP as an investment company goes. They fired my advisor and while he was kind enough to inform me I never heard a peep from THE RETIREMENT PLANNING GROUP. Not knowing how to proceed and wrongly assuming they would contact me assigning a new manager I was recently greeted with this sterile little form letter. Letting me know in effect they were cutting me loose 2 DAYS prior to the post mark on the envelope (photo attached) . My suggestion to anyone considering having THE RETIREMENT PLANNING GROUP touch your life's savings is to consider the integrity and lack of basic customer service they have shown. In my opinion they don't want to help little fish grow their portfolios they only want big fat whales, they're easier. The problem with that is, if everyone is a whale what makes you as a customer special?

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.

I am very grateful for the work done by Chris. If you're in need of accounting or tax help. I think…read moreyou'll find this company to be what you need.

I have utilized the services of Bellwether Tax and Accounting for a number of years for both…read morepersonal and business tax services, and I recommend them highly. Their strong knowledge base, professionalism and responsive communication make them a reliable and trusted resource.

Kevin Makalous has been our financial advisor for quite a few years now. He and his office provide…read moreover-the-top excellent customer service. Kevin has provided us with awesome financial advice and we have seen our accounts grow because of his knowledge. He is patient and willing to explain and teach so his customer has a good understanding of their own investments. I would happily refer Kevin's services to anyone at any financial level.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.