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    Ray Reynolds Financial Services

    2.6 (5 reviews)
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    Services - Ray Reynolds Financial Services

    Debt management

    Estate planning

    Insurance planning

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    4 months ago

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    2 months ago

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    9 months ago

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    1 year ago

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    1 year ago

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    Leivas Tax Wealth Management

    Leivas Tax Wealth Management

    (18 reviews)

    We went to Spencer in 2023 with our personal taxes after my husband's parents died, and at first,…read morehe was easy to work with, answered our questions, and agreed to do our taxes and file. Then a few months in, he just stopped answering our calls and messages, with no explanation. My husband called his secretary one time, and she said he was available. Suddenly my husband heard Spencer's voice in the background asking who it was, and told her he was not available to us. We have no idea why, still, because no one ever reached out to us--we were just ghosted. I could not believe how unprofessional Spencer was. We were referred by a good friend in the financial services industry, so we were surprised, and by this point, baffled and enraged.

    I've reviewed on Google and now here. So much it to say but Just want to reiterate to those who are…read morea more complex business model and aren't w-2 workers, this place is not for you. We have amended taxes done through Leivas, with DVBE financial services and it was so worth the money. Leivas did our payroll, bookkeeping and taxes...payroll was fine no problem there, but bookkeeping and taxes were horrible, they made mistakes on both. Amendments occurred because our current accountant noticed that we were not offered any tax incentives that we qualified for. With out delving too much into our personal stuff when it came to gov. programs for businesses or incentives these guys did not have our back. Quickbooks was a "I don't want to deal with you" kind of thing...We were treated as if we were non paying customers. Now our Quickbooks are a huge mess and we have paid double or more in tax preparation. We felt more of a bother for Leivas than anything mind you we paid full price no discount so I am puzzled by this. I could go on and get real personal about this but i'll stop here in hopes of providing any great business owner with helpful info about this business.

    Marshall Life and Financial Solutions - Happy Holidays from the Marshall Life Team!

    Marshall Life and Financial Solutions

    (16 reviews)

    I contacted this office because their information appeared on paperwork related to my policy…read more During my conversation, the agent made negative comments about the insurance professional I have worked with for years, which I felt was unnecessary and very unprofessional. Based on my one interaction, I was disappointed with how the situation was handled and would not recommend this agency.

    Today we attended a tax seminar hosted by Marshall Life & Financial Solutions (MLFS). Victoria…read moreMarshall opened the session with brief remarks, followed by Adrien Barajas as the lead presenter. From the outset, the presentation was incoherent. Adrien jumped erratically between topics, clipped terminology mid-sentence, and attempted to showcase expertise through jargon that ultimately backfired. His use of a graph depicting tax history and national debt felt performative rather than informative--a clear turnoff. Mentions of Roth conversions were casually dropped, seemingly to entice attendees into future consultations rather than to educate. At no point did either presenter cite their professional credentials, nor are any verifiable designations listed on their website. This lack of transparency raises serious concerns about the legitimacy of the material presented. The venue--a community room at the local library--was poorly maintained. We were forced to relocate due to visibly dirty tables and stained surfaces. The acoustics were equally problematic: excessive echo and ambient noise severely undermined any attempt at meaningful communication. It's unclear why MLFS couldn't secure a venue that meets basic health and presentation standards--such as a clean, carpeted hotel conference room with proper sound insulation and equipment. Victoria encouraged attendees to grab snacks as the session approached lunchtime, triggering a chorus of crinkling bags and chewing that further disrupted the already fractured delivery. Overall, this seminar failed on every metric: content quality, presenter skill, venue hygiene, and professional credibility. Within 15 minutes, we were compelled to leave--astonished by the lack of coherence and institutional rigor. It was, without exaggeration, the most poorly executed seminar we've ever attended.

    Ray Reynolds Financial Services - financialadvising - Updated October 2026

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