My wife and I needed professional advice about our finances, specifically related to if/when we…read morecould retire and had we saved sufficiently to live comfortably. Before we even got into the actual dollars, Pam spent a lot of time just getting to know us and finding out how each of us had dealt with money throughout our lives. She wanted to understand our experience so that she could give us advice that took our tolerance for risk and comfort with different ideas into account. She was VERY thorough in gathering all the information she needed, and continues to be very willing to answer the many questions that come up as we work through the process of making a financial plan for the future. The model she used to create a dashboard is very detailed and is giving us the information we need to make decisions. We could not be happier with the service she has provided and can happily recommend her!

My wife and I were looking for a second opinion on our financial plan a few months ago. Thankfully,…read morewe discovered Pam during our search. She is easy to work with, thoughtful, and very knowledgeable. Her initial approach is ideal and after hiring her to create our plan, we were pleased with her caring and detailed approached to gathering all the information needed to build our plan. She was able to walk my wife and I through our current and future goals ensuring our plan would meet our needs. We are so glad we got a second opinion, Pam was able to show us we were in a better financial position than we thought and was going to save us hundreds of thousands in taxes that we could use to improve the quality of our life style. The best part of the experience was when Pam was able to clearly show my wife that she could securely retire immediately. We had planned for her to retire this year, but she was anxious and unsure we were in a position for her to truly quit working. My wife has thoroughly enjoyed being retired this year focusing entirely on appreciating what life has to offer. Much appreciated Pam :)

If it is family values. integrity, honesty, privacy, caring, excellent service, and most of all…read moregreat financial planning, you are looking at the best in the valley...

From the owner: A Better Way Financial is dedicated to helping clients and their families succeed in planning their…read moreideal retirement. With over 35 years of experience, our goal is to help you with the growth and control of the money you worked so hard for. As independent, fiduciary financial planners, we focus on creating personally tailored retirement plans that are always in your best interest.

Absolutely the best service. Since I found this accounting group filing taxes became a pleasant…read moreexperience. They are so knowledgeable and organized and have excellent knowledge of every type of situation. So we just went to our annual tax appointment and it was such a good experience and they did it very fast, on the spot. Simply genius, the best. High fives all around.

Super helpful and friendly, and got me the best return I've ever had - what a fantastic combo!read more

My wife is 60 and I am 62 and we have been clients of Jim Kinney for the past few years. Thanks to…read moreJim's financial acumen and sage counsel, we were able to retire three years ago. We are extremely conservative financially, and we asked Jim to help us earn income on our investments (to supplement our pensions) while preserving principle as much as possible. Jim listens to his clients and is very respectful of their risk tolerances. In our case, we have a "very limited risk tolerance" and he has guided us to conservative investments that still meet our income goals. The Financial Plan prepared by Jim is extremely comprehensive. It is more than just a snapshot of where we are financially - it is a guide and a tool (along with the monthly Morningstar reports that Jim provides) that we use to regularly monitor our financial health, our progress, and make sound financial decisions. As we contemplated retirement and a move across country, we consulted Jim regarding the sale of a home, purchase of two condominiums, purchase of a new vehicle, etc. Jim was also extremely helpful in re-assessing our life insurance needs and our long-term care insurance, and he referred us to an excellent CPA. in addition to being trustworthy, Jim and his partner Luba, are ethical and just good people who we most highly recommend.

Are you looking for a down to earth financial planner? One who will make time for you at your…read moreconvenience? A straight shooter, that will make things comfortable for you a financial planner you can have faith in. My husband and I together, were in the process of moving my husbands 401Ks and also talking to Jim about my 88 year old Mom's portfolio. When my husband unexpectedly passed away, I was in such a dither because even though I was part of the of the everyday finances all this seemed so very complicated. What if I made the wrong decisions? This was my future. Jim very calmly sat with me answered all my questions, drew up a plan that made me feel comfortable, one that's no too aggressive but still making money. He also gave me advice concerning Mom that would protect her and me as the executor of her estate in the coming years. It's been 5 years now and I feel better about my finances today thanks to Jim. I highly recommend Jim as your financial planner!

What can I say except the fact that Tom was my CPA since the cradle of my business in 2008 and has…read moredone a great job. I highly recommend Tom for your accounting needs.

From the owner: Catanzaro & Associates, PC specializes in tax and accounting services for individuals and small…read morebusinesses. Some of our most popular services include: home owners association accounting and audits, small business accounting and bookkeeping, new business set-up, QuickBooks set-up and training, income tax preparation for individuals and small business, and payroll. Contact us today for a consultation!

I'll keep this review fairly vague since personal finances are, welllll, personal. But wifey & I…read morewalked into Gould Financial/Northwestern Mutual completely uninformed and stressed. We were greeted with a warm smile, kind words and a cold beverage by Julie, the Operations Manager. Before long, we were welcomed into a conference room by Advisors Brady & Lucas. We got the overwhelming impression that these two gentlemen really wanted to help us. After listening carefully, they shared their knowledge, insight & considerable experience in crafting a plan to realize our goals. When I asked a question about something that was outside their expertise, they GOT AN ADJACENT EXPERT ON SPEAKERPHONE TO ANSWER US CONCISELY! The people at Northwestern Mutual seem to be committed to building relationships. And that in turn builds business. A very old-school approach nowadays, in my opinion. I 100% recommend them.

Thanks to Garrett's support, instead of constantly trying to put out financial fires, I'm now on…read moretrack to be debt free this year, have an emergency fund, and more consistently align my finances towards my fiancée's and my values and goals. For context, I first found Garrett while searching online for a finance coach, and I resonated with his optimism and supportive tone on his website. I proceeded to have an initial call with him, and just like the tone on his website, Garrett was warm and friendly. He was attentive, curious, and professional, and he showed up with structured programs combined with a willingness to adjust and be flexible for my specific circumstances. He clearly had the training, experience, and skills, and I got the sense he walked the talk, invested a lot in himself, and put in the work to live authentically. I was eager to work with Garrett, but I still had my hesitations. I was on track to go deeper and deeper into debt. Did it really make sense to hire a finance coach and add on another expense in my life? At the end of the day, I had to conclude that I needed additional support. I tried reading books, getting support from friends and family, and making changes on my own, and I wasn't getting the results I needed. It's as if I had tried to heal a broken bone on my own and then realized I really needed to hire a doctor. I had to admit that I couldn't do this with my current approaches, and Garrett had been able to help many others before me. After discussing with my fiancée, Jasjeet, we hired Garrett to support us as a couple. I'm so glad we made that decision. Garrett continued to show up consistently with the aforementioned qualities, and after only 7 sessions, I experienced the following results. - Alignment with Jasjeet on our priorities and financial plan which includes being debt free this year and having an emergency fund - New tools for successfully talking about and getting aligned about finances with Jasjeet - A shift towards feeling more empowered and steady in my relationship with money Of course, Jasjeet and I also needed to put in the work to show up to the sessions and do the work in-between sessions. So much credit for our success goes to my fiancée. As our coach, Garrett helped guide us with a listening ear, honest perspective, tools, and strategies. Thanks again, Garrett, and I'm looking forward to continuing our work together!

While I have not yet chosen to work with Garret, our initial call was fantastic. He was extremely…read morepersonable and walked me through what working with him would look like in a very transparent and non-salesy way (this is coming from someone in sales). Garret took the time to understand my situation and then outlined our his services may help. At the end of the call, rather than hard selling me, he told me it might be smart to try it on my own first and then come back if I was running into the same issues. I could not recommend him enough solely based on our intro call.

Not only do I want my financial advisor to be an expert with a solid track record, both…read morequantitatively and qualitatively, I want them to be ethical and to have good communication. Ethics is what one ought to do and ethos is what one actually does. When an organization has a  mission statement and values but does not actually live it out, their ethics and ethos are not aligned and cognitive dissonance can occur leading to bad decision making (i.e. Enron, Bernie Madoff, etc.). Communication can be described as the process of "message sent, message received, message understood." Dianne Denison checks the boxes in all of these areas. Not only does she practice what she preaches, but she also makes sure she understands your goals and aspirations and adjusts your financial planning accordingly. In a world where anything can happen, I feel a little bit better knowing that people like Dianne Denison are in my corner.