Brandon was extremely helpful in finding our family a reduced rate with our car insurance. We are…read morepaying less and receiving MORE benefits than we previously did (such as rental reimbursement and glass coverage). This is saying a lot as we have 3 teen drivers! He also helped us pay less on our homeowners policy. The process was seamless and I have great relief knowing a professional has had eyes on this important financial piece of our puzzle. Thank you Brandon!

Buying a home is a huge investment and one that can feel really daunting, but Joey made the process…read moreso smooth and simple! Joey walked us through each step of the process, what to expect, what all the loan information means and how to understand all the things we were signing, etc. Joey did all the leg work to find us the best rate for our specific situation and made the process so easy! We are so grateful to Joey and the whole Stewardship team for taking such great care of us and making buying a home such a smooth and enjoyable process. We cannot recommend Stewardship enough, the whole team is simply the best!!

Received an invitation through regular snail mail to attend a financial seminar. I called, made a…read morereservation for myself and a friend. THE DAY OF THE SEMINAR, I received a text that I was not eligible for the seminar. I had to call my friend to tell them the event was off. If this business cannot manage a simple thing like their invite list, do you think they can manage your money? Beware!

Funny people, I don't recommend this office! They are doing a lot of spam through third party and…read morenot taking responsibility.

Granted, I had to cancel a 2nd appointment same day. I called. I emailed. I emailed the original…read morepoint of contact person. No response. Though they say they offer fiduciary advisor services with accounts under $1,000,000, it appears that they do not. At least not to me. So, I'll continue my search. It was a condescending experience. (This marks the 3rd negative review I've ever written).

Totally deceitful.... Our community came together and raised money to benefit our child who is…read moremedically fragile and in need of special lifelong medical and caregiving. One volunteer who represents schwab helped guide us set up a special needs trust so that this money can earn interest for our child's benefit. As we set the account up, Schwab offered us a debit card for the easy of using funds as needed. After many months of caring for our child we noticed Schwab was "borrowing us" the money and charging us interest. A lot of interest!!!! When we realized this we called and they told us we set the account that way. Why wouldn't they explain this to us. Why would we "borrow" money that is out there for the child's benefit. When we brought it to their attention they said, nothing they can do. We spoke to many people who never called back. Then wrote a letter, no resolution.

We started working with Alison earlier this year. My wife and I really appreciate her expertise and…read moreher proactive approach. Her fee structure is also very fair. I would highly recommend her as a financial advisor!

I've been working with Allison for almost a year now and truly can't recommend her enough. She…read moremakes you feel so comfortable talking about finances and has a way of empowering you to feel confident in your decisions. She's helped me plan for a big life transition with my upcoming marriage and navigate how to combine finances in a thoughtful way. I feel so much more prepared going into this next chapter. She's also incredibly organized, responsive, and easy to work with. I'm so grateful to have her as a resource.

Michelle is awesome. She took the time to thoroughly explain Edward Jones services for my wife and…read moreI. She is very detail oriented and organized. I would recommend her to anyone in need of a financial advisor.

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.

I have been with Matt of over 16 years. He is the BEST. Always keeps up with the latest tax…read moreinformation . He is speedy in getting back with me. Always can help me with my business and personal taxes'

Look no further! Hire Gaylor Tax Services asap! I have been a client for 10 years. Their customer…read moresupport is lightning speed, quality of work impeccable, very fair pricing. Matt Gaylor is always available and provides excellent advice . When I switched to him for both my business and personal returns in 2012, he was able to identify areas my prior accountant did not see that would give me the maximum possible tax benefit. Definitely reach out to them!

I moved my account to fidelity because they had people in the office for direct help. I was told…read moreby my account rep that the forms missing from my tax prep would be there on friday. I drove 10 miles to hear that my rmd forms were not there. None of the agents I work with in that office. Get people back in the office. Working at home is not the type office I want. There were only a handful of very junior personnel in the office. This new office is a joke. Get your people back in the office to service the clients James 303 378 5608

Once your funds are at Fidelity, they do everything possible to prevent or make it difficult to…read morewithdraw your money. I attempted to pull out money and then decided to close my account because of the runaround I got on every request. The customer service experience is terrible because the agents are restricted from solving actually our problems. Every hurdle to prevent you getting your money out is offered up. They can't even tell you an ETA on a service level; instead they have to send you a document full of legalese which didn't even have SLAs. What a joke!

Several years ago, I was diagnosed with Parkinson's. I went from a high paying career to…read moreDisability. My credit tumbled. That's when the CreditShrink came to the rescue. Over the past few years I've gotten to know Shana and her team. By them always caring and answering questions or any concerns I have. in the last few months, I wound up in and out of the hospital with some major symptoms. I thought I may want to take a look at my budget and was inquiring about terminating my contract with the CreditShrink. Shana answered personally asking if I was OK and if I was still in the hospital and if there's anything she could do she would do that. I thought to myself that's a personal touch that you just don't experience anymore from a company. Not only that, but she took the time to give me a snapshot of my credit and how all three bureaus have improved. She has been able to remove hundreds of negative items thousands of dollars in balances and changing my score in the opposite direction of moving up rather than going down. When I returned home from church earlier today, there was a delivery box from Amazon. I brought it in and opened it up and it was a loving care package (new to me) so I opened it up and there was a note in it read: DearBrendan the CreditShrink family cares about your well-being. We pray to God for your healing and that a miracle will wrap you up and comfort and relieve you of all your suffering. You deserve the best. With love, Shana and CreditShrink fam: Alfie, JASON, and Rusly, signed - Shana. I open the box inside was grandma's homemade chicken soup with servings for a family. Grandma's famous rolls, and cookies. it even came with a silver ladle and a little gold bell to ring. I thought that was it, and then there was another level, which had a rabbit fur chamomile. Heating pad and the softest blanket called. This is bliss in a blanket, snuggle up! Whoever reads this be the judge. Shana and CreditShrink not only care but they show and take action on a personal level for their clients. I am fortunate enough to be one of them. Brendan Laughlin.

Shana and her team helped me to get not only my finances in check but taught me that, I just dont…read morehave to take what the collection company says,and that they too have rules to abide by, I was drowning in debt (unverified) and didn't know what to do.I was completely over my head and kept having court dates and court dates,collection letter after collection letter and I had no way out.So it seemed, A friend of a friend referred me to Credit Shrink, That call ,and conversation that followed was as if a 1000 pound weight was lifted off my chest. Now I'm fighting for my rights and know more about the process,allowing me to get my feet back on the ground, yes its a process and with Shana and the Credit Shrink teams experience and expertise I now feel like I can finally breathe again and have someone in my corner .Great people who know how it all works. Very highly recommend their services..Family vibes..

After becoming debt free my husband I were lost on how we should budget to save and also enjoy…read moreourselves so we scheduled a Eureka session with coach Jaclyn. the pre appointment work was eye opening and during the appointment Jaclyn helped us create a realistic game plan. We feel so much security in knowing that each dollar has a place and that we are able to save for our goals like vacations and a new car without worry. if you are on fence just do it! You will gain so much for these incredible coaches!!!

FYI people, in less than a year, I have paid off 1 credit card in full and am about | | that far…read moreaway from another...thats right, debt free in a year. All of that money that I spend now now and will go directly to ME! The decisions on what to do are now harder...I mean after working your ass off to pay off the plastic and focusing on only that, its hard to fathom that now I get to spend all of my hard earned money on me and do it now responsibly! Its awesome the Kelsa is just as excited as you are about paying things off, she even shares it in our FFP Facebook community and its great to see so many other people out there who are choosing to take their financials in their own hands. Thanks again Kesla!

Eti is great for our window coverings business! Her expert bookkeeping services have given us a…read moreclear picture of our finances, helping us make informed decisions and stay on top of our cash flow. Her attention to detail and fast communication have been invaluable.

From the owner: Helping Business Owners Focus on Growth While I Handle the Numbers…read more Managing your business finances shouldn’t be a headache—it should empower you to make informed decisions, increase profitability, and grow with confidence. That’s where I come in. As a QuickBooks ProAdvisor and financial expert, I help business owners streamline their bookkeeping, optimize cash flow, and gain financial clarity so they can focus on what they do best—running and growing their business. How I Help You: 1. Accurate & Stress-Free Bookkeeping – Say goodbye to messy books and time-consuming reconciliations. I ensure your financials are accurate and up to date. 2. QuickBooks Consulting & Setup – Whether you're new to QuickBooks or need a system cleanup, I’ll customize it for your business needs. 3. Financial Reporting & Insights – Get clear, actionable reports that help you track performance and make data-driven decisions. 4. Cost & Profitability Analysis – Discover where you can save money and maximize profitability. 5. Reliable, Professional Support – I act as your financial partner, offering expert guidance so you never feel lost in the numbers. If you’re looking for a trustworthy, experienced financial professional to take bookkeeping off your plate and help your business thrive, let’s connect! Contact me now for a free evaluation of your books!