I've been using this firm for years. Edward Jones and my accounts have provided returns that are…read moreconsistantly above the average rate of return. They know what they're doing. Ryan is an excellent advisor and he has my endorsment. Alan D

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.

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 :)

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

Jay is without a doubt one of the most savvy and detail-oriented professionals I've ever had the…read morepleasure of working with. He really cares about his clients and goes above and beyond to find solutions to issues they may have not even thought about before they come up. He is definitely someone you want in your corner!

Jay is great to work with. He is very clear and helps you understand financial lingo. I highly…read morerecommend working with him.

One of the only companies to get back to me in a timely manner. Very professional. I wasn't able to…read moreuse him this year but saved the information for next year so it would be so rushed.

Very helpful and answers all my questions .Giving detailed information on my taxes and other…read morefinancial plannings

If I could give zero stars I would. This guy is awful. Had him do the returns for my family after…read moremy accountant of 25 years retired. Both of my daughters got letters from the IRS indicating that their returns were wrong and they provided amended refunds. One daughter got the same notification from NYS. I contacted Paul numerous times via call and email and he did not reply with any information or analysis. Awful accountant--AVOID!!!!!

Most incompetent person I ever worked with. He neglected to file my 2021 returns on time which…read morecaused the IRS to fine me. He wrote a letter to the IRS explaining it was his fault and asked them to waive the penalty and said once they agree to waive the penalty he will refund me what I paid him. I tried emailing him and calling him several times to find out how I can receive me refund for his incompetent services and he refused to respond. I went to his office today to ask him for my refund and to show him the letter as he told me to do and he refused to pay me what he promised. I have it on video. When I wrote a review on Google, he made the claim this is all because I asked him to make up numbers on my tax return. I have several emails from him acknowledging it was his fault as well as the letter he sent to the IRS stating it was his fault and he went and slandered me on a Google review. He promised to refund me what I paid him and now he is refusing. To put this into perspective, today is 3/2/2023 and I walked into his office in the 1st week of 2/2022 to do my 2021 returns and to date, I am still waiting for my refund from the IRS and it's only because he neglected to file my returns or to take an extension. He refuses to own his mistakes and lack of professionalism. Save yourself the hassle and find someone else.