I would highly recommend CO wealth group to anyone who is currently shopping around for wealth and…read morefinancial advisers. Jacob is trustworthy, reliable, honest and transparent. They have a pretty unique business model, and I really liked their enthusiasm about Socially Responsible Investing which was a huge factor. We are now partners, and I'm always more than willing to send my clients their way.

Steve & Jacob have been over the top. They not only are great financial advisors they have been…read morevery helpful with a lot of other follow-up issues as well. I can't say enough good things about them! Good job CWG!!!

I contacted them twice - once on their web site then left a message. No reply. This is one action…read morethat is a no brainer and they could not do it. I was contacted by Mr Baker and look forward to meeting with him.

In my opinion, you will not find a better firm to handle your taxes. The level of expertise would…read morebe hard to match. I was very impressed by their professionalism. We had gone to a standard tax preparer and had a huge tax bill, so we decided to consult with Russell Baker. What a difference! His knowledge and experience allowed us to save a substantial amount of money and in fact turned it into a return for us. He now has clients for life. If you have any difficult tax issue, look no further.

Rental Kharma is a beast for the power it brings to your reports at the almighty bureaus!…read more Make sure you ask for Cassie Garrison who proved endlessly to me that she takes client care to an incredibly high level! Great company great staff!!!

I don't know why many people haven't heard about Rental Kharma…read more The bulk or chunks for our pay check or income goes to paying rent or mortgage. With Rental Kharma, they get all the rent you're paying now and even the ones you have paid before moving to your current apartment Reported by the credit reporting agencies. Try it and it will help boost your credit score and ratings. I have used it for the past year and it's awesomely amazing! 100% POSITIVE Michael DaCosta ESQ Washington DC Metro Area.

Minha esposa (brasileira) e eu tivemos a infeliz experiência de conhecer essas pessoas pouco…read moreprofissionais, antiéticas, desonestas e vis há cerca de 6 meses. "Brazillionaires" e "Time Dos Ricos", que afirmam ser "agências", recrutaram minha esposa e contaram-lhe inúmeras mentiras sobre ser uma "consultora financeira" quando na verdade estavam ensinando-lhe estratégias de marketing e abordagens, com reuniões on-line recorrentes no zoom. Eles a encorajaram a comprar as apólices ela mesma e a vendê-las para amigos e familiares. Não consigo expressar tamanho estresse e indignação aqui isso o suficiente, se você for abordado por alguém da Five Rings Financial, corra! Bloqueie-os! Além de focar em americanos de classe média-baixa , eles têm como alvo nos imigrantes, especialmente brasileiros, que muitas vezes não entendem inglês, para que seja mais fácil vender suas apólices de seguro de vida de má índole. Por favor, se eles lhe venderem alguma coisa, leia as letras miúdas! My wife (Brazilian) and I had the unfortunate experience of knowing these unprofessional, unethical, dishonest and vile people about 6 months ago. "Brazillionaires" and "Time Dos Ricos", that they claim are "agencies" recruited my wife and told her numerous lies about being a "financial consultant" when they were actually teaching her marketing and approaching strategies, with recurring online meetings on zoom. They encouraged her to buy the policies herself and to sell to her friends and family. I cannot stress this enough, if you are approached by anyone from five rings financial, run! Block them! In addition to targeting middle Americans they target immigrants who often don't understand English so that they are easier to sell their bad life insurance policies to. Please if they do sell you something, read the fine print!

Péssima experiência! Me "contrataram" (nunca houve contrato sério de fato) e ofereceram…read more"treinamentos" (todos focados em marketing, nada com finanças), prometendo que eu me tornaria uma consultora financeira de sucesso nos EUA, mesmo sendo imigrante. Me orientaram a não estudar tão bem pra prova de Life Insurance Producer and Annuities teste, que era só marcar e começar a vender logo! Não os ouvi e decidi estudar de fato, entendi que eu estaria mentido para as pessoas logo de cara dizendo que seria "Financial Consultant". Passei na prova de primeira e comecei a participar dos treinamentos nível 2- basicamente mais marketing, nada de explicar finanças em si. Quando tive acesso à primeira apólice que fiz para mim mesma, acreditando que seria um produto bom (e não queria vender pra família e amigos, como me recomendaram direto!), percebi que era um monte de falsas promessas e um documento não legítimo! Não acredita? Faça como eu fiz e converse direto com o DFR - Departamento de Finanças e Regulamentações - do seu Estado! Não irão cumprir as promessas de aposentadoria maravilhosa que te vendem e tiram vantagem do fato de você não falar inglês, e/ou não entender de finanças e de seguros de vida! Frustrada, decidi cancelar a apólice como cliente e também me demitir como agente! Como resultado, a National Life não foi profissional comigo, me orientando a pedir uma carta escrita À MÃO pela agente que me recrutou e TAMBÉM pelo marido dela! Nunca vi uma empresa tão não profissional! Pois então eu mesma me resignei oficialmente. Acabou? Não! Líderes e top vendedores os Black Jackets do topo começaram a me ligar, mandar áudios de WhatsApp, tentando me convencer de que eu tinha entendido tudo errado, estava "jogando fora uma grande oportunidade", e também me dizendo que se eu saísse, que fosse "de boca fechada". Fora as colegas de "trabalho" que vieram atrás de mim me PEDINDO pra não falar nada com os recrutas delas (que eu nem sequer conhecia??)! Foi um filme de terror, e eu espero que ninguém passe por isso! Não caminhe, corra!

We have been with Kummer Financial for 20 years! They are nothing short of extraordinary! The…read morebrightest and best in the industry. Pat and her team have done very well for us and we have the utmost trust in their advice. Both my sons since becoming professional adults in their own right, also do all their financial planning with Kummer Financial. Both of which live out of state but still trusts her team for the best long term advice. I don't know what this other review had that gave him such an impression, but it is far from the truth. We started with Pat and her team while employed at local aerospace industry and was advised by many employees there to give her a try. We've never been disappointed.

I feel sorry if you have your precious money tied up with this company. They don't seem to…read morecollectively have 2 brain cells to rub together. Avoid at all COSTS!

Awesome! Accurate and professional . . …read more Have been using for years and have been consistently great.

First time using a CPA for my taxes. Very friendly, helpful, informative and prompt. Secure…read morecommunications the whole way through. Will use again.