This is my fifth year working with Liebert and Associates and, as always, they are so wonderful!…read moreVenise Maybank is amazingly supportive, I always get nervous around tax season, but she was incredibly comforting and professional. She is always super responsive, incredibly informative, and even pointed out things my spouse and I didn't notice with our Roth IRA! Thank you so much, Venise! Much gratitude to Brian Liebert as well, over the years, Brian has been a great support as well. He has given me so much good guidance on how to manage my finances better and I'm in a much better place thanks to him. He has a wealth of wisdom and a kind heart. Thank you Brian, and looking forward to many more years with your team!

I was rejected by the Company on the basis that the Company does not handle audited tax years…read moreprepared by others. That was NOT the purpose of my outreach. I have several years of unprepared returns and am also looking for preparation of my 2025 return. It appeared that this message was sent to me by someone in office administration, not any actual preparer. Understanding my purpose in contacting this company is essential and was completely misconstrued. I would like to hear back from a principal of the business to confirm one way or the other of the Company's ability to work with me.

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.

I've been a customer of Allegiance for almost two years. It's been smooth sailing since day one…read more Adam and his team was able to provide us with multiple insurance options for our commercial properties and expertly advised us through which he'd recommend and why. Recently we had an issue, when our bank mistakenly forced placed insurance on our commercial mortgage for mechanical breakdown policy, for no logical reason. Allegiance not only notified us, proactively worked on our behalf to clarify the issue and get back our monies from being overcharged. I can't say enough good things about the customer service and support. The team is prompt, educated on various products, and committed to needs of their clients. I would highly recommend using them to anyone. Wish I moved my business here sooner!

I was shopping for insurance for my investment properties, home/ auto and called few…read moreagencies/brokers. I was not satisfied with any quotes I was provided until I called Allegiance. Allegience was fast and quick to provide me with quotes from different insurance carriers on the same day and explained every coverage in details. They got me excellent bundled coverage for my home and auto from one carrier, and another great dwelling coverage for my rentals from a diffrent one. They will not try to convince you to get extra coverage that you won't need, like other insurance agents. It was a smooth and easy process doing business with them.Highly recommend their service.

I was referred to meet with Steven through Dave Ramsey's SmartVestor network. The location is…read moreconvenient with parking and his office is inside Sterling National Bank. I scheduled an appointment through one of his associates. I came in with different intentions and braced for a sales pitch. But instead, Steven analyzed my financial situation and gave me advice that was extremely eye opening and helpful. (Many "Financial Advisors" in the industry have a bad reputation for selling/ pushing products for their gains/ commissions and not actually helping clients financially). As a first impression review, I highly recommend him as a CFP and a fiduciary. He seems to have the patience to help clients understand their financial situation and give very thorough advice as he has many years of experience.

Mr. Silber gave honest advice for my personal financial situation and did not just try to sell me…read moresomething. I plan on following his advice. I felt comfortable asking him difficult questions and I trust his advice. He seems a very experienced financial advisor. He was professional and approachable. I would go back to him in the future.

Patrick has been an absolute pleasure to work with so far. He takes a lot of time to understand…read moreyour family's goals and needs to create a customized and holistic plan that can grow as you do. He explained everything very concisely and made sure to adjust according to any feedback or concerns we had. Financial literacy is definitely an area that is not my strong suit, but I feel way more confident with the plans that Patrick set up for us.

Headquarters for Barclays Bank PLC, this is more for the investment and commercial bank. Former…read moreLehman building, they've clean up the lobby and updated with some tech, but other floors are still about the same (slightly renovated but no major changes). Some conference rooms for visitors on the 3rd floor.

Absolutely terrible credit card service. We are visiting Vegas next year and I applied for the…read more(Barclays) Wyndham Earners Business Card, because you can status-match to Caesars Rewards (thus having no resort fees). I am a blogger and I make maybe about $1K a year from that (I also have a "day job"). The first time, I foolishly applied one day before I changed my name with the SSA, since I just got married. Their system flagged that, and I don't blame them. However, since then, they asked for a hard copy of my license (with my new name) and SSA card (ditto), which I provided. I waited a week or two, and no new info, so I called them. They informed me that they also need the BACK of my SSA and license, so I sent that. A few weeks later, I called again - they said they received one but not the other (They were in the same envelope ...). I asked the person on the phone what would happen if they canceled my application - i.e., how long would I have to wait to reapply - and he said 15 days, so I asked him to remove my application so I could try again, presumably without all this hassle. Lo and behold, I waited the 15 days - and had to unlock all my credit again, too (I keep it locked for security reasons/I've been hacked before) - and I get a "we are working on your application" message. It says it will take up to 10 business days, which will be this Friday. I have no doubt that I will have to call them AGAIN to get an update, even though it says I can check it online (the "we are working on your application" message has not changed since I applied, this time, btw). I have over an 800 credit score and have NEVER had to work this hard to get a credit card. If this is how they treat potential customers ... how do they treat their existing ones?

The people that work there are very professional. Jonathan is a great tax person and well…read moreinformed. He has helped me for the last few years. I won't go anywhere else. I was going to H&R block on the same block and they are awful. Jonathan did what they had no knowledge of how to do. My sister and her family go to him also. We are all happy.

From the owner: Rely on the experts at Five Star Brokerage in Jackson Heights, New York, for affordable individual…read moreand business income tax preparation and insurance services The success of our business is built upon a long tradition of quality service. We have an established reputation of quality tax preparation since 1977. With the trust of our clients we are able to continue our reputation as a family owned business with a mission to serve our community with superior Income Tax Preparation, Low Insurance Payments, and other related financial services. We have also helped many families purchase a new home.

I started working with accountant John Acello several years ago and I am very satisfied with his…read moreservice, very professional, very easy to communicate with, always available to answer any problem and questions , highly recommended. R.Z

I was about to hire John for my parents and my own filings and he was very honest in telling me…read moreexactly what his field of expertise is given my unique situation. Most CPA's I have come across are not as transparent and will steer you in the wrong direction as they do not comprehensively care about how your filings are done. John has always come across as a phenomenal professional and exquisite person who I feel will do your tax filing as it is his own. I am recommending him enthusiastically to my friends who are in need of a seasoned and intelligent tax preparer.

I've been using their services for over 15 years. It's hard to find an accountant that you trust,…read morewhen you find one - you stay with him! Over the years they've grown and added more and more services for my businesses. I would recommend Samuel and his team to anyone looking for an A-Z accounting solution, personal or business. And Roman, he's just wonderful, he has proven to be trustworthy, helpful and resourceful. Keep up the great work guys!

Samuel and his team at Savvy Accounts are professional, problem solution orientated and also…read morelooking for the RIGHT answers about your business and personal finance needs. Roman handles all my accounts and has been nothing but reactive to our payroll needs. Never a no and super responsiveness via text and email. It's an amazing feeling to always get in touch with someone who is handling your $$$$$ Thank you Savvy; keep up the good work