Worked with John after meeting him through a Dave Ramsey event. Absolutely top-notch. As a 40…read moreyear-old, the thought of retirement is all too real. John helped us start to build a realistic plan.

From the owner: We are a family-owned financial planning practice, specializing in Social Security and Retirement…read moreIncome Planning.

As I'm about to do some International travel within the next few years, I found a great brokerage…read morefirm, notice I didn't say bank, but it's a bank, and it's not! Confusing huh?? I'll break it all down for you in this review. Description: Charles Schwab is an online bank. They have no ATM's which is why when you use their debit cards, they don't charge you. Which means any ATM that does charge you a fee, Schwab will return your fees at the end of the month. That's what I love! Rather you're in the US, or Southeast Asia, your international fees will also be reimbursed at the end of the month. Where to use: You can use the debit cards anywhere around the world without any international fees. Just make sure to call them before you travel or move abroad. If you plan on moving abroad like I do, call them so they will then set up an international account for you because they are also international in some countries. Doesn't matter where you move, you're covered! Pros: 1) No international nor local transaction fees. That's already a winner in my book. 2) You're given a brokerage account on the side where you can use it to buy stocks or bonds or just use it as a savings account. However if you decide to start investing, call them and they can do it for you if you don't know what you're doing, with a fee of course. 3) Return all transaction fees you were charged at the end of the month. 4) After you open your account online with at least a $1, they send you your debit card. After you deposit $100 or more, they will send you your check book. Cons: 1) No ATM machines 2) You have to make all of your deposits online, you can also fund your account with Apple Pay. 3) If you go to a branch, you can't deposit any money there as it has to be done online. Final thoughts: It's nice to find a bank or brokerage, whichever you want to call it with no transaction fees no matter where you go. You can also set up direct deposit for your account. There is no bank that I know of that will return your transaction fees let alone not charge you for using a different ATM. As I've stated earlier, the only reason they don't charge you is because they don't have ATM's in the first place. This place is a clear winner in my book! If you plan on traveling abroad, I highly suggest starting an account with them. They will save you so much money in the long run.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

Wealthcare advisors was a fabulous Team to work with. They clearly demonstrated professional and…read moreefficient work ethic. Most importantly is the fact that this Team help in achieving it's clients goals in a timely manner. I highly recommend them to any serious investor!

From the owner: Wealthcare Advisors is a veteran owned, full service financial services and advisory firm…read morespecializing in creating, protecting and leaving a legacy of wealth for generations. Wealthcare Advisors specializes in annuities, budget counseling, business credit, credit restoration, debt elimination, financial counseling, identity theft protection, indexed universal life, LegalShield, life insurance, pensions, real estate, retirement (401k's, tax deferred and or tax-free distribution accounts), and wealth coaching.

I have utilized the services of Fred Bumpass, CPA for many years. I know him personally and…read moreprofessionaly. You won't find a more honest, competent CPA to handle all of your tax and financial needs! He has saved me thousands of dollars over the years through his competency and vast knowledge of the tax system. I highly recommend Fred!!

From the owner: When was the last time your tax pro came to you and said they had an idea how to save you money on…read moretaxes? That's what I thought...never. My focus is on proactive tax planning strategies, not just putting last year's numbers in the right boxes on the right forms to file your taxes by the right time.

Very impressed with the results of Bill Hopson and Goldman and Wise throughout the years. They've…read moremade complex financial matters simple for my company as well as that of my Clients and I highly recommend the firm.

I have worked with this firm for over 10 years and have always received prompt, courteous and…read moreresponsive services. Over this period of time I have worked with 2 of the Partners and 1 of the Associates and always receive informed, educated advice as they stay on top of the ever-changing tax laws. I have recommended this firm often to friends and family and will continue to do so.

What a HORRIBLE experience! CPA, Cliff Bray is rude, unprofessional, and unethical. He LIED to me…read morerepeatedly about his interactions with the IRS on my behalf. The communication with Cliff Bray - one of the partners at this firm - is NON-EXISTENT. He NEVER responds to emails and ignores phone calls, even after leaving several messages and speaking with the receptionist at length. DO NOT USE THIS FIRM! I don't know how Cliff sleeps at night with how he treats clients who are attempting to resolve issues that are his responsibility. He is completely UNWILLING to resolve an issue that HE created and TOLD ME he took care of YEARS ago! His moral and professional standards are BELOW 1 STAR. I would give him MINUS 10 if I could! Save yourself the hassle and headache and choose another firm.

Ms. King is great! She takes care of everything in a very timely manner & we never have to worry…read moreabout our accounting or book keeping because we know that with her we are in good hands! The staff is great & always so friendly! Absolutely recommend!

Shannon is the best thing to happen to my income taxes since the Earned Income Credit! I went in…read moretoday for the first time on the strength of the other 5-star reviews. They were spot on! I needed to file for a previous year and had been putting it off for far too long. I went in with my documents and Shannon worked her magic. I walked in afraid of what I was going to have to pay and walked out with my taxes filed and accepted and with a refund!! She asked all the right questions to assess my situation and I have no doubt she found my biggest refund for a very reasonable price. I was so thoroughly pleased and impressed with her that I scheduled another appointment next week for the other tax year I have to complete. I will only go to Shannon and I'm bringing everyone in my family, too!!!