I have been using Dave for years. He knows his stuff, gets things done on time and has great tax…read moreadvice.

David has been my accountant personally and for my businesses since 1990 and he has been a great…read morehelp with our tax returns and our business consulting. He has helped us with finding software to run our business to giving us direction on financial matters. He has been invaluable over the years with his help and guidance and I can't say enough about his integrity and guidance. I strongly recommend David to anyone looking for an accountant who is willing to help you in all areas of your business or personal finances!!

Adam of Aladdin Appraisal helped me solve some difficult real estate issues. I could not have been…read moremore happy with the service. He is an expert in his field, thoughtful, responsive, and professional! Very impressive

Their service was both concise and thorough, providing an accurate value for my home. Highly…read morerecommend Aladdin Appraisals.

Angela Tarr is a tremendous business partner who has been a wonderful help with my auto and home…read morepolicies. Her knowledge and follow up skills are top notch and greatly appreciated! So glad she was recommended to me!!

Professional team. I always receive top notch service and communication with Andre. Very helpful…read moreand understanding. Yes, you're in good hands with W&D!

worst customer service from a "robert" rude and always says he is busy when i call in, he cant…read morecheck on anything, says someone will call me back or process my requests and doesnt happend.

I've been using Payless Tax Services since 2019. Prior to that I always struggled getting my return…read moredone on my own. It is truly worth it to use them as your tax preparer. Ed tells you exactly what you need to give him for documents, and always has a quick turn around. He's also great at explaining any questions you may have regarding deductions, refunds ext. he is very knowledgeable in public accounting/ tax laws and clearly stays up to date on the newest information. He goes above and beyond for each client and makes you feel valued. Great customer service and always makes sure he is available to answer any questions, all year round!

I have had McDonough insurance for more than 30 years and every time something comes up or I have a…read morequestion they solve it promptly and professionally. Their service is second to none.

My husband and I have been working with JB for years and can't recommend him enough. His advice is…read morepractical, thoughtful, and tailored to the stage of life we're in - early 40s with two elementary-aged children - while also taking into account our personal priorities and circumstances. Nothing ever feels one-size-fits-all, which has been a very different experience from what we've encountered with other advisors. What we appreciate most is that JB explains things in a way that feels approachable and grounded, helping us make informed choices without pressure, judgment, or unnecessary complexity. We've always felt like he genuinely has our best interests in mind.

JB is easy to work with and consistently has gone above and beyond what I expected of a Financial…read moreAdvisor.  He is able to support both my husband and I through the process despite having very different needs and knowledge bases about financial planning and investing.  He immediately supported us in rebalancing our portfolio, setting us up with security through life insurance, disability insurance, and recommendations for a Trust and Will law firm.  The support JB provides is inclusive and he is willing to jump on phone calls with you or complete paperwork if support is needed.   Excited to see the additional support that our partnership with JB provides as we continue to grow personally and financially with his advisorship.