Henry has been our advisor and insurance agent for many years. We trust Henry on all financial…read morematters. He is very patient and takes your through a thoughtful process. We appreciate Henry's unbiased and fiduciary approach. Always doing the right thing for the client!

Met Cliff through the Dave Ramsey's Smartvestor Pros. Cliff…read morewas very professional and knowledgeable. I felt at ease while discussing my financial status with him. Cliff was good about explaining a few terms and the difference between them. Cliff answered all my questions directly and gave me advice on my financial plan for the future. Cliff's fees are pretty much in line with the Industry and felt that his fees were fair. Cliff explained a couple (fee structure) options for clients who are completely a hands-on investor, who just need advice sporadically or clients who take a passive approach and want someone else to do their investing for them. Either way, Cliff is your guy! If you need a financial advisor or someone to bounce ideas off, seek out Cliff Downie.

Very pleased to have found this place. Cliff was amazing. He guided me through my entire 80 page…read more401k booklet. I walked away feeling very reassured. Cliff explained everything in detail and was patient to answer all my questions. He is honest and knowledgeable and explains things clearly so you know what your money is doing. Highly recommend. I will be using again in the future for my financial planning.

After working with several larger firms over the years, we were used to feeling like just another…read morenumber. Our experience with Warren Street has been completely different. Even in less than a year, they've already helped us save money on prior tax filings, created a clear roadmap for our financial goals, and given us a structured, easy-to-follow plan. They're extremely responsive, thoughtful, and genuinely invested in our success. We always feel heard and supported, and never feel rushed or overlooked. Veronica, Emily, and Ernest are all wonderful to work with and truly care about their clients. If you're looking for a financial advisory team that combines expertise with personal attention, we highly recommend Warren Street.

We've been with WSWA just a few months, and so far the experience has been great. The staff is…read moresuper friendly and kind, they always answer calls/emails within 24 hours if not the same day, and always have obviously read your emails and are clearly paying close attention to whatever your concerns are. And I would expect nothing less when dealing with your money-and so far that has always been the case. They have made recommendations, reorganized portfolios, offered tax strategy, and offered many other helpful tips. They really spend time getting to know you and what your lifestyle is about, what your plans are for the future years and into retirement, and give careful consideration to everything before moving forward. I'll be updating in a year or two after we see how it goes longer term. Thus far, we are very satisfied with our experience.

Folkers & Associates are reckless, careless, unprofessional, lazy, poor attention to detail,…read moreunethical, immoral and unaccountable for their mistakes/errors. We obtained them as our CPA for Individual with S.Corp Partnership. I would say obtained services but I did all the tax prep, data entry and better ways to max deductions, still unsure what services they provided that cost $1300.00, which I requested a copy of the invoice that I've yet to receive. They made a HUGE error on our estimated tax payments for 2022 which has resulted in us owing $30k for 2022, along with multiple accounting errors/discrepancies on the 2021 filed return. I emailed them the specific amount to use to formulate the 2022 estimated payments for distribution income. Instead, Folkers used their own report and based it off "2021 statutory requires" which only reflected 3 months worth of distributions. There is more that 3 months in a year and they didn't catch this error prior to filing and shockingly this was reviewed by 2 different associates. I'm not a CPA but since they were again having me do the tax prep that is how I found their error. I understand mistakes happen. I wanted to work on a solution, better understand how this error happened and ways to prevent future errors. I emailed them to confirm that what I found was indeed an error on their end as I provided the email I sent telling them the monthly distribution amount to use for 2022 estimated tax payment. After a couple hrs, I received a call from R.M. asking for some additional information (I didn't have access to or wasn't ready- K1) to see if there were solutions to lower the $30k owed. Our conversation started to take a turn as I was wanting to discuss how they missed this, why wasn't it questioned/evaluated/executed correctly. I only expressed concern in my tune during this conversation and explained I'm not angry, mad, I just want to understand. R.M responded "I don't think we can meet your expectations" then proceeds to tell me "the conversation is done" "I have other clients I need to get to" even after hearing that I still tried to reschedule our call for a day he is available and he absolutely refused. This validates everything I said in my opening statement. Folkers & Associates has unethically walked away using "unable to meet our expectations" as their reason and knowingly left us in the middle of tax season with a HUGE TAX DEBT we originally expressed and wanted to prevent when we hired them!

As a business owner I use Folkers and Associates to take care of all my business and personal…read moretaxes. They are always available to reach by phone and are so quick on email. Those two things are the reasons why we come back every year. Tim and Susanna make filing taxes a smooth process, even when it's not a preferred task me me to do I'll continue to be a loyal customer for the great customer service.

Nycole was recommended to me by a friend and from the first call I have felt very comfortable with…read moreher. Previously I had my investments with Wells Fargo for years, but the woman handling my account spoke very fast and I never understood what she was saying. I felt Nycole knew what I was looking for and offered good advice that was easy to understand. I appreciate her being younger than I am and having good knowledge to provide advice. I would recommend her for anyone that feels uncomfortable and would like help with investing.

These folks take me seriously-they treat me and my family as if I am the only client. So appreciate…read morethem!

Thoroughly enjoyed our experience thus far over the last two years with Nathan and the Trilogy…read moreteam. They are always available if we have any questions whatsoever and really take the time to listen to your needs and build the best plan for you and your family no matter the scenario.

I talked to vice president Dennis for cash out mortgage loan, he told me loan documents and credit…read morereport all good and loan will be closing 3 weeks, every time l talked to Dennis stated loan will be closed this week, this week this week now past 1 and 1/2 months still say loan will be closing this week. I can not take his lying anymore.

AWESOME! United American Mortgage is GREAT!! I have been a Realtor for 20+ years & have worked with…read moremany lending companies--but this company is by far the best. They are professional, super knowledgeable, responsive to all client's needs, on time with all deadlines, they listen & work hard to help buyers achieve their goals...plus they are nice, understanding & go out of their way to help. Buying a home can be stressful under any circumstance.... but this team really works hard to make everyone's dreams come true. Ask for Dean Rathbun--he is my favorite & the best I have ever worked with in Real Estate.

I had a need to transfer my IRA account from uDirect to another brokerage company. After…read moreinitiating the transfer, I found out there were some issues that needed to be addressed before the transfer can be completed successfully. Lesly Segura from uDirect IRA Services stepped in and provided excellent service with detailed information and instructions. I followed the instructions provided by Lesly and was able to make the proper corrections and completed the transfer in one day. Great job Lesly! Thank you so much for your help!

Very difficult to work with and have horrible, slow, procedures. We have one investment and get…read moreperiodic checks from it that go into our UDirect account. UDirect happily pays virtually no interest on this money. Transferring this money to our Fidelity account is a nightmare every time and UDirect and the bank they work with are unable to figure this out even though it occurs twice a year. I am going to move our IRA investment unless they come-up with a way to make this work smoothly.