Without notice or provocation they dumped a large amount of clients at the end of the year, leaving…read morepeople to scramble in finding new places to get their taxes done. Other CPA's I have talked to mentioned how poorly it was handled. I will never recommend them to anyone. Patrick

I give The Lynd Group my highest rating. I met Michael and Debra Mansfield 8 years ago when I began…read morelooking at my retirement savings and the best way to optimize my Social Security benefits. Michael walked me through a number of options and even met me at the SS office to guide me through my options. They have been my advisors ever since. This team of highly qualified experts operates on honesty, integrity, a sense of community and putting their clients first. You never feel pressured -- it's about service, not commission. I trust The Lynd group 100%.

Melissa is great. I found her after my accountant of almost 50 years retired suddenly. She was…read morealways there to answer questions, and my return was done quickly and efficiently. I loved working with her and would recommend her in a minute.

I love that 805 Accountant makes bookkeeping and taxes simple for the small business owner. Rarely…read moredo you get partner-level service from bookkeeping to tax planning/preparation services. Look no further for your financial needs!

Went to a couple financial offices to talk about starting a Roth IRA. I felt the most comfortable…read morewith LPL, they really knew what they were talking about and made me feel like i was making the right decision going with them. They have a program that involves risk and really opened my eyes about the amount of risk I'm willing to take. Anytime i have a question they're available and respond quickly which is a big plus to me. Would recommend them to any of my friends or family looking to invest!

I engaged Bob Carey to prepare my corporate return and anticipated working with him on my personal…read morereturn as well. The corporate return was prepared accurately and within the fee range disclosed in the engagement letter, which I paid promptly. However, when I asked follow-up questions regarding differences between his methodology and that of my prior CPA, the interaction deteriorated significantly. During a phone call, he raised his voice ("I don't need to take this crap...I'm DONE, OK??"), used hostile language, and abruptly terminated the call. Within minutes, he returned my personal tax documents by email, effectively ending the engagement during filing season. While his technical work on the corporate return was satisfactory, I found the communication and professionalism during this exchange deeply disappointing. Clients transitioning from another CPA may reasonably have clarification questions, and I did not feel those were handled constructively. Others may wish to consider communication style carefully when choosing a tax professional. Now I have to find someone new right in tax season with no referrals and no smooth transition.

I was referred to Liz by a fellow hairstylist. Can't begin to describe how thankful I am that I…read morefound her. She helped me get organized with my finances and small business. She assisted me with retirement planning and saved me from paying thousands in taxes. Shes my girl!

What better review can you give someone then to say, "I trust this person with my money; and thus,…read moremy future." Well my wife and I do. Debbie and Jennie are a dynamic duo and we enjoy coming in to see them, which makes this very important process a lot less stressful and a lot more enjoyable. Whether you invest $1,000 or $100,000 they give you the same level of attention and service (trust me I know because we've been on both ends.) There are two boxes You have to check when choosing a financial planner, 1. They have to be knowledgeable 2. They have to have YOUR best interest at heart. Check and check. Check out Debbie and Jennie before you invest a dime.

Absolutely love Deb! Always helpful, honest and will make time to see you whenever you need. He…read moreassistant is fabulous as well. Highly recommend for your financial needs and retirement planning!

I've been working with Mike for a couple of years now and he's given me some very good financial…read moreand marketing advice, he's even referred several clients to me for my design business. He's a very nice guy and seems like a person who really just enjoys helping people. I'm really impressed with his savvy and enthusiasm for teaching and showing people what he knows in person and through media.

Michael moved some money over for me from Fidelity and he was very helpful with the transition. I…read morewasn't getting any help from Fidelity and I wanted a local financial advisor that I could meet with and get help making decisions. I found him by going to napfa.org I was looking for a fee only financial advisor. I am happy to refer him to others as I had a very good experience.

Dealing with debt can be extremely stressful and scary. Michael and his team made going through a…read moredifficult time so much better. Michael came up with thoughtful, innovative ideas to handle my situation and helped me out immeasurably. His experience and relationships working on 4000 debt cases showed. He came up with an affordable, tailored strategy that helped me out of a very tough spot. Most of all, Michael cares about his clients and it shows. I cannot recommend Michael and the Financial Counseling Center strongly enough. Highest recommendation. Good people you can trust.

Great service, great team. Definitely recommend them for your debt management and or/resolution…read moreissues. The process felt like family helping me in a stressful time.

Gabe listens to his customers. I have NEVER liked ANY Financial Planners. He is literally 1 in…read more1,000,000,000. You will not be disappointed for taking a meeting with him and you will definitely not be disappointed in investing in his services. Looking forward to getting rich! Thanks, Mr. Swan!

From the owner: Retirement is stressful for a person to deal with on their own, but this major life event should be…read moreeasy to navigate. With the right amount of help from the right team, planning your retirement can be made simple. When people are looking to retire and leave their careers behind, they trust Swan Retirement Planning. We are a premier retirement planning firm with more than ten years of experience in banking and finance. We help people maximize their social security, finance long-term care, and are open to having discussions about anything related to life insurance. Call us to begin your smooth retirement process!

I've had nothing but great results from my relationship with Schwab. I have a "personal " advisor…read moreand she's been very helpful.

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

Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

I've pretty much exhausted my ability to manage my retirement account now that it's entered…read more"Antihistamine money" territory (It's nothing to sneeze at) so I thought it would be a good idea to hire a fee-for-service fiduciary to look over my multiple accounts and give me some advice. Which ones do I combine? Am I investing too aggressively or not enough? What the heck is this fund? Nick Licouris did a fantastic job - we met twice, and he mapped out a detailed roadmap for me to get my financial house in order over the next few years, explaining everything in plain English anyone could understand. He confirmed I was headed in the right direction, but also pointed out a few things I was unaware of. He also correctly predicted how many hours it would take, so the cost was no surprise. I am very, VERY pleased with the results and I've recommended him to others and will probably hire him again, once I've executed the plan.