I have been with David Duffy for many years now and have been extremely happy with Elaine doing my…read moretaxes. The care, professional expertise and friendly service is what keeps me coming back. I have done taxes on my own, using online services as well as big box services and found that the return and financial advice here is above anything I receive elsewhere. I highly recommend this CPA to anybody looking for tax or other financial services!

From the owner: Accounting, Auditing, Tax Preparation, Business Startup Services, Tax Planning, Financial/Estate…read morePlanning, IT Solutions

Hides behind legalese. High fees. Not transparent. I have…read morejust pulled my money from them and would never use them again.

BEWARE OF JACKSON NATIONAL. My father made the terrible mistake of trusting Jackson National with…read morehis insurance and pension. He's entered dementia and I (his son) have been granted Power of Attorney. My father cannot remember his policy number. I spent numerous calls with Jackson National and they said they cannot and will not help me without my Father's policy number. So they are essentially going to keep his retirement and will not distribute it. This company does not care about their clients, they steal from their clients.

Fantastic customer service, Jamie and Lindsay took the time explain everything to me in a simple…read moreand easy to understand manner. They treat you like an actual person, not just someone from a list. Came to them from one of the other "big firm" financial advisors.. highly recommend scheduling an appointment with them!

From the owner: "Our family business has provided innovative and personalized financial planning for over 30 years…read more Let us help you realize your financial goals and achieve financial independence. All new clients will receive a complimentary financial health check with one of our licensed representatives. Book your appointment now by calling our office at 888-200-5954 ext. 4. Our staff is happy to assist with any questions you may have.” Securities and investment advisory services offered through Gradient Securities, LLC. Member FINRA/SIPC. Gradient Securities, LLC (a SEC Registered Investment Advisor) offers investment advisory services under the d.b.a. of Gradient Wealth Management. Gradient Securities, LLC and its representatives do not render tax, legal, or accounting advice. Insurance products and services are offered through Synergy Financial Group. Synergy Financial Group is not affiliated with Gradient Securities, LLC.