Board member perspective here - Chad has been absolutely fantastic to work with and is a perfect…read moreexample of what a HOA Management company should be. Despite the unusually difficult transition from our previous management company, Chad was very professional and communicative throughout the entire process. We are fortunate to find a great Partner for our community

Chad was amazing to work with! We were looking for a retail…read morespot to open a bar and he was very knowledgeable and was able to show us great locations for our business -- definitely recommend!

Trusting Rob with my money is trusting Rob with my life. I was not happy with my prior financial…read moremanagement service, and so I switched to Rob. He's been great! He is incredibly responsive, knowledgeable and dependable. He takes the time to work things through with me to best meet my needs. He is supportive and kind. He is just the best!

Rob has been our financial manager for a few years now and we could not be happier. He is always…read moreavailable for questions, he is incredibly knowledgeable and easy to work with, and we feel confident our money is in good hands. Rob has been great at being upfront and honest about our financial situation and is working with us to help reach our retirement goals. He is always willing to discuss the current market and calm fears about volatility. I highly recommend Rob!

As a new business owner, it is always scary to make investment decisions for yourself, your family…read moreand the business. I have had a few advisors pitching in the past but those meetings always left me wondering if I know enough to make a decision on this... I was lucky to come to know North Capital / Jim Dowd in the right time. It gives me and our family a great deal of relief to know someone this knowledgeable, sincere and caring taking care of your investments. I am looking forward to move all investment assets (some of those old 401Ks, IRAs scattered around) all under North Capital's management.

From the owner: Financial planning, investment advice, retirement planning, small business retirement plans, Roth…read moreIRA Conversions, 401k, 403b, IRA. Planning for retirement, saving for college, investing for your future. North Capital is a fee-only Registered Investment Advisor providing financial planning and investment management services to individuals, families, small businesses, and non-profit institutions. Our investment process is grounded in enduring principles: broad diversification, a systematic, "open architecture" approach to investment selection, low costs and tax efficiency. Trust, Knowledge, Experience. It's time for a fresh approach!

My husband and I are seniors, and always did our tax returns with much success. In 2021 we made a…read morehuge mistake in our tax return, and received an IRS notice last Friday, and we were really scare. A friend of ours recommended Udall CPA Group, and I went for a consultation with Mr. Alan Erickson. He was very helpful by being knowledgeable, honest, and caring about our situation. Thanks to his advice, I was able to submit an amendment, dispute IRS charges including penalty abatement with confidence. We plan on returning to have him take care of our personal taxes as needed. Definitely, great service, quality, and value.

My husband and I began a new business last fall, and setting up the tax part of things felt…read moreoverwhelming. We found Udall CPA Group, and went in for a free consultation with Alan. He was helpful and thorough, and treated us like he genuinely cared about us. Now, thanks to his advice, we're feeling much more confident in how we've structured things to save the most money, and we plan on returning to have him take care of our business taxes.

My husband and I have been with Everspire for over twenty years. He recently passed away and I had…read moreto take the lead in decision making. The whole team gathered around me with warmth, assurance, and confidence. As I have worked with Tom Melburn specifically, he has been able to encapsulate large chunks of information into a condensed form that makes sense to someone just learning. He is kind and patiently explains the options he has explored for me. I truly feel I am in good hands.

Wonderful service. They listen and make adjustments according to my needs. Also, give wonderful…read moreideas and have a very consultative approach.

I have worked with Craig and his staff at Altura for many years. They handle my health, disability…read moreand life insurance and are some of the most professional people I have ever dealt with. They take the time to step us through any issues we have and go above and beyond every time we ask.

I've been working with Craig Paulson for over 10 years. The service is excellent and he has…read moreextensive knowledge of all kinds of insurance products. I really like the fact that he has access to a variety of companies, which helps be get me the best pricing and a great value for my specific needs.