I use to go to HR block but they wanted 350 for a return. I figured if I spend that much I should…read morego to a cpa. So I looked for one that could help and I was referred to Lavin & Associates. Not only did I receive a larger refund they went back and looked at the prior 2 years. They found me an additional $1300 from errors previously made. Now they are the only company I trust. A CPA is worth the investment. Thank you Lavin and Associates.

Helped me get the best return possible. Thoroughly explained the entire process during the…read moreconsultation then gave me a few ideas about investments. This will be my third return with them and I can't picture anyone else handling my future.

I was tired of working with big banks where i need to online to book an appoitment. Like a very…read morebusy doctor sometimes my appoinmets are weeks in advance. I started working with Prato capital and all i can see is immediate respose and good knowledge and advise. This service gives me a better appreciation and sence of credibility. As for banks i realize smaller and better works best for me. Great bank. Great people and great returns on investment portfolio !

From the owner: Prato Capital is an Independent, Fee-only Registered Invesment Advisor(RIA)…read moreWe specialize in detailed financial planning, investment management and retirement planning solutions for individuals, families and small to mid-size businesses

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

Sends spam email claiming that there has been a change to my employer group benefits. Victor…read moreGarra, sent back to back spam. A financial group literally sending illegitimate spam is disgusting. I would never do business with this company.

This particular review pertains to David Abel of Barnum Financial Group in Shelton, CT, and David…read morealone. (If I was able to rate David zero stars, I would have in a heartbeat!) My husband and I had taken a whole life insurance policy out on our daughter when she was born 6 years ago. From the beginning, our account was being serviced by David Abel of Barnum Financial Group. In the beginning of the process when David was trying to sell us a policy, he was easy to work with. As time progressed, things became more complicated when we needed to make a simple, route update to our payment information (our longtime bank had closed so we had to open a new account, hence needing to update our account information for our monthly auto-deductions). Long story short, it appears the paperwork I completed with our new information and sent to David never went where it needed to be. David dropped the ball and I had no idea that my payments weren't being processed. The life insurance policy on my daughter ended up lapsing and I only found this out by receiving a standard FYI letter in the mail from Brighthouse. Despite the fact that he was working for me, David became belligerent and tossed me to the side when I questioned how something like this happened, making me feel as though my business did not matter. He even went as far as telling me to call the 800 number and that he was done working with me. As anyone could imagine, I was incredibly upset, especially after finding out my daughter's life insurance policy was inactive (God forbid a terrible accident would have happened and we would have not known we didn't have this policy to protect us) and by the way I was treated. I have worked in corporate American for more than 13 years and never, ever treated another or been treated the way I was by him. I am not one to write reviews, however I think it is important for others to be made aware exactly what type of person you are dealing with when it comes to such personal things as your money, investments and insurance policies. The client wants and expects a person of integrity, with values and morals, and David proved to have none in this interaction. I recommend David receive additional training on not only basic customer service skills, but also the importance of professionalism and empathy working in an industry like this. I am grateful for the MassMutual and Brighthouse teams that stepped in and rectified the situation in a matter of just a few days with compassion, empathy and respect. These women even apologized on David's behalf (what kind of man isn't able to do that himself?!). Thank you to Kara and Veronica and Tiffini for going above and beyond to rectify the situation and protect the name of your company. Rest assured, I have already submitted the paperwork to change my agent of record and I highly, highly recommend avoiding David Abel's "services" at all costs.

Moving to 880 Central Park Ave in Scarsdale didn't help this branch's truly lousy customer service…read moreor curb the hostile attitude of their nasty receptionist. Our family has multiple accounts with Schwab (for over 30 years) and we do almost everything online. After experiencing problems uploading documents on the Schwab portal, I decided to go to the branch in person to open a new, time-sensitive account. Although there was no other customer in the place, the hostile, unhelpful receptionist told me that no one there could help me and that I should go online. Great customer service! Within seconds, I located the nearest Fidelity branch on my phone - less than 1/4 mile away. Fidelity was more than happy to open the account on the spot and take my money. Hey Charles Schwab - you just lost a 30+ year customer with numerous accounts - we will be moving all of our accounts to Fidelity.

Worst customer service ever. Called general info number in advance to ask a few questions before I…read morewas going to go to branch office. Asked if appt needed, told no. Confirmed they could handle walk-ins. Next day I visit branch and the very inhospitable receptionist was snotty, hit me with microaggressions and plainly said I could NOT talk with anybody. Two reasons: contrary to previous customer rep on phone, she said I needed an appointment. Then, after spending much time on locating my account (I didn't have acct no) I was informed they only dealt in person with accounts of $1 million or more (I was a Ameritrade customer but became Schwab customer upon latter buying former). I guess it never occurred to the Schwab higher ups that many investors spread their wealth and try not to park huge amounts in one location. I next went to a Fidelity branch office where they had no problem serving walk-ins, was not snobby and not discriminatory. Also no minimum account requirements. I will be transferring my holdings to Fidelity.

Simple process, quick approval and processing times, excellent funding source as well.read more

Whoever is running this business should be ashamed of themselves. My mother passed a number of…read moreyears ago. Her very simple estate was all "transfer on death" (so, not in probate) except for one account. These vultures used free court records to find her name and the names of all family members listed as alternate executors, and have been sending all of us scam letters since her death, claiming that my mother's estate is "currently tied up in probate court" and that we are all heirs (if we just pay Advance Probate via "flexible funding options.") Absolute crap. The estate was settled years ago. None of these family members (except me and my sibling) were heirs. I had to explain this to my elderly aunt and a cousin, who received these scam letters. Absolutely mortifying. Also, the letters say that "Advance Probate" is a "BBB A+ Rated Accredited Business." The Better Business Bureau says it is not. And you might notice, there's no address listed on the letters. Just a phone #. Stay away. Don't get scammed.

My highest praises go to Scott M. Turner, CFP®, FSA of J Matrik Wealth Management and I highly…read morerecommend his financial services to anyone who is looking for an honest, strategic financial planner who has your best interest at heart. Scott is up on the most current wealth management strategies and ever since switching my financial portfolio from an adviser at William Blair to Scott Turner my return has steadily and noticeably increased. More impressive is the personal touch that Scott provides and how he goes the extra mile to assist in getting your financial book in order and working for you as soon as possible. I enjoy working with Scott and learn something every time I talk with him. He offers peace of mind in a confusing financial options world.

From the owner: J. Matrik Wealth Management is a financial services firm where our representatives use a…read morecomprehensive approach to help our clients achieve their financial goals. Whether our clients are striving to reach accumulation goals as young professionals, or realize income needs during retirement years, the professionals of JMatrik Wealth Management use an in depth financial planning process to help identify an appropriate plan and then customize strategies to execute the plan.

Very easy to work with and very efficient." "Highly…read morerecommend, very professional and proficient." Tim is the best at what he does.

From the owner: Flynn Financial has helped municipalities, public utilities, retirement (pension) plans and high…read morenet-worth individuals plan for the future by combining institutional-quality investment advice with a personal level of service. Mr. Flynn and his team are known for their attentive, collegial approach to working with all of the firm's clients, whether they are institutions or individuals.