David is very knowledgeable and is able to explain your options. No matter how much or how little…read moreyou can invest he will treat you with kindness and respect. If you aren't ready to invest but have lots of questions, he takes his time and listens to your needs. David will also help to come up with a financial plan.

Improve front desk service. I am the legal guardian for my sister (which Schwab has in it's…read morerecords) and which I had all the legal guardian court papers with me, but Schwab won't allow me to either close the account or transfer the account.

They are no help and you get nothing good from them Stay away from them…read more If you need to see them you can try a 100 times and you will hear from them.

Oh my gosh, Rich is a lifesaver. He saved my family and helped me turn my life around. If I could,…read moreI would give him more than 5 stars. I would give him all the stars. 100% recommend!!!

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 used this company for over 10 years, and it is one of the best, they have a full range of…read moreproducts - They have been great about getting back to me with multiple documents and answering questions. I can highly recommend them.

Edythe Reeves was all i could have hoped for in the transaction. She was always there to guide me…read moreand did it in a very professional manner. Highly recommend.

Brandy was excellent and I would highly recommend her. She made herself available in a short amount…read moreof time, was very prompt and professional and made a complicated process very easy and less stressful for our family. Thank you, Brandy!

From the owner: Welcome to Blankenship Financial Group, your partner in securing a brighter tomorrow. Our…read morecomprehensive life insurance solutions and expert financial advisory services are tailored to safeguard your family's future. Explore personalized plans, smart investments strategies, and unparalleled guidance to achieve your financial goals confidently. Let us navigate the path to financial security together. We work with over 40 carriers including Mutual of Omaha, Great Western and Colonial Penn to ensure you get the best price possible. We can also help with Medicare Supplement and Long Term Care.

By far the best! He…read moremakes taxes and the dreaded annual tax filing easy. No pain here. I used to go to HR Block & Liberty, but they're all about the wow factor (dancing Lady Liberty and Money Back Schemes) with no substance.

From the owner: Tax Preparation & Planning. Financial Advisor. Accounting…read more As an independent firm, we can help you with all of your tax concerns, tax debt, wage garnishments, levies, back tax filings, etc... On the financial advising and planning fronts, we represent many top insurance and investment companies. Our approach is simple, we implement a holistic approach to managing life.

Very knowledgeable, although I haven't been here long, so I cannot say for sure. However, based on…read moremy initial impressions and the information I've gathered so far, I believe this place has a lot to offer in terms of expertise and resources.

Great planning experience. The over 30 plus employee team at TruNorth helped my wife and I get…read moreclear on how and when we could retire. Down to how much I need to have saved and how much I could spend each year throughout retirement. They are very goals focused and plan driven. Wouldn't work with anyone else.

Sheila has been the best advisor I have met. She takes the time to find out what you need and helps…read moreyou to achieve it. She will always make the time to explain things to you. She took the time out of her busy day to accompany us with an appointment with an estate attorney. She is a great person and anyone would feel lucky to have her helping you achieve your goals.

They have some very helpful and dedicated advisors. The banking advisor they use as part of their…read moreteam is dedicated, thorough, professional and trustworthy. He gets things done. He is a valuable compliment to the advisors at this office and a pleasure to work with.