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    Services - NBT Associates

    Business consulting

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    2 More Services

    Audit and conflict resolution support

    Tax planning

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    5 years ago

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    Fidelity Investments - Store front of Fidelity Investments.

    Fidelity Investments

    (3 reviews)

    While it's difficult to gauge how successful my investments will be. It is absolutely possible to…read moreconvey what a great, caring, professional experience my wife and I received when opening a new account and subsequently moving our investments from Schwab to Fidelity. We're certainly not rich but I can say we were treated as if we were investing winnings from the lottery. Chris M. has taken more than a few hours with us, setting up our initial investment, rollover, and account transitions all the while ensuring we completely understood the process, Fidelity's competitive differentiators, and providing "food for thought" on what we may want to think about for the future. I cannot express enough our gratitude for being treated with the utmost respect and professionalism by everyone we've encountered at Fidelity. From the front desk reception to personal advisement, and the follow-up from not only Chris but the company's financial asset managers. Net/Net: Could not have received a better experience and certainly much more attention and professionalism than the other guys. My 2 Cents (no pun intended) Greg T.

    Horrible customer service. Using the online chat feature requires you explain your issue and then…read moreget told to call a phone number. Calling the number gets you an automated bot that repeats the same information every time you call (about signing up online for paperless even if you already have). Next the bot struggles to identify your problem and asks repeated questions. This is all after the online rep gave you the number to the department you needed to speak with. After three years the honeymoon is over and no one bothers to treat you as an individual and understand your goals.

    Essential Tax & Financial Services

    Essential Tax & Financial Services

    (1 review)

    I think this is a one stop shop for all your tax and credit repair needs. Pretty cool these…read moreservices are offered without having to step foot into an office. Especially during covid. Easy uploads and zoom calls available if you get stuck. Kudos

    From the owner: Essential Tax & Financial Services, LLC is a Virtual Financial Services Company that provides…read moreincome tax preparation, planning, and strategies for Individuals and Businesses, Credit Education, Credit Restoration, Business Formation, and Notary Services. We have over 15 years of extensive experience in Finance and Business and we serve clients throughout the States of Georgia, Texas, Ohio, and Kentucky! We specialize in small business ownership challenges and those who work contract or are self-employed in any capacity. We have experience working with many Health Care professionals including traveling therapists, nurses, physicians, law enforcement professionals working contract security jobs, hairstylists, barbers, truck drivers, daycare workers, local real estate professionals, and many others. We have the tools to turn your Hobby or Side Hustle into a profitable legitimate business utilizing or state of the art resources and the Tax Law! Our MISSION: To educate and reduce the tax burden for our clients, educate on tax planning and strategies, business formation, assist with repairing or growing your credit for the successful growth of your business. OUR VISION: We provide an environment of collaboration and growth that is Essential to the success of our organization and the Clients we serve. Every client that we serve will receive an individual approach to their unique financial situation. Our Company is built on openness and mutual respect for one another.

    NBT Associates - businessconsulting - Updated May 2026

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