We have used Bowers Private Wealth Management for years and are very pleased with the preparedness…read morewe have for upcoming retirement. Our portfolio has been expanded and managed through the ups and downs of the markets expertly. Highly recommend.

This is the best experience I have ever had with financial planning. Jeff Stewart is caring,…read moreinformed, ethical andresponsive, and my finances have done well under his planning. He absolutely goes the extra mile, helping me with all manner of financial advice. I can't recommend him highly enough.

I read a lot of good things about CE Thorn, and I was in the market for a new CPA, I called several…read moretimes, and they never returned my call. I will not a chase business to take my money....

Carson, at C.E. Thorn, is an excellent CPA that specializes in working with small businesses. He…read morehas been my CPA for many years, and has always been reliable. I would highly recommend C.E. Thorn to anyone looking for a high quality CPA in the Raleigh area.

Awesome guys to work with. They really listen to your needs and will provide the best financial…read moreplan that works for you.

Very professional and thorough! Prasanth is not the typical insurance sales person. No pushing or…read moreaggressive sales tactics, provides all the facts and answering questions to satisfaction!

I've been working with Bob Mayhew at Cary Tax for the last three tax seasons. He is very…read moreknowledgeable and helpful, especially with my unique tax situations. I used to spend hours trying to make the DIY tax software work for me and now I'm able to spend a few minutes sending over my documents and Bob handles the rest! With COVID this year Bob was able to accommodate a totally touch free virtual experience. Documents are securely updated and we communicated as needed over email/ phone. Bob even managed to find us a refund due to new tax laws! I highly recommend Bob at Cary Tax to anyone who wants a pain free way to do taxes!

Terrible service. I hired this tax advisor when launching my small business, meeting with him in…read moreadvance to prepare. By tax season, he had forgotten everything and wrongly accused me of not actually starting my business. His errors nearly cost me $30K--had I not sought a second opinion, which led to a refund. He also botched my personal return, failing to account for a significant portion of my income. When I pointed it out, his firm blamed me for providing "nonstandard income documents"--even though I gave him exactly what he requested. Throughout the process, he treated me with mistrust and skepticism about my income level. The experience was frustrating and disheartening. Beware.

They are not taking new customers for taxes. They were not trying to help with maybe a…read morerecommendation. I sensed my presence made the lady uncomfortable. Grateful they didn't assist me so I can work with someone who wants to work with us and not settle for convenience just because they are down the street from our home. Don't take the review for face value please give them a try to experience their customer service yourself. Maybe they are the perfect fit for you. Disclaimer this is not saying this a bad company but it definitely was a bad experience with one person. The rest of her co workers can be incredible including her. Feedback don't be a respecter of persons and if you not taking customers which is really understandable in this industry to not be overwhelmed just have recommendations to be of assistance to those you can't help. This will leave a great impression on someone and may benefit your life business and perspective in general.

I waited until the last minute and was looking for an accountant. Elite went above and beyond…read morehandling my tax issues and filing promptly. Lisa was great to work with and made a complicated issue run smoothly. I will definitely use them each year.

This exceptional business of capital wealth building has been life changing and pivotal in my…read moregrowth. I was able to get tremendous help with my credit repair, receiving business loans and funding my accessibility. This has allowed me to reach new heights in my studies. Mishawn was very friendly, empathetic and understanding to work with. As she continues to be my mentor, I will a hundred percent recommend her services to any other.

Mark Rhoades and Kelly Ward have been taking care of my money for 27 years. They are both…read moreknowledgeable and professional while at the same time giving the confidence that they care about not just your money but the person. I trust their advice and I'm confident that they are taking care of my money like they would if it was their money.