Must say the most responsive company that I have yet to deal with. Communication is top notch , I…read morewould recommend to anyone who is looking for a reliable , trust worthy company to handle your financial needs. Guys thanks again for all the help and look forward to the future!!

David has been our well management advisor for over 15 year now. He is always there for us to give…read moreexcellent advice. He really cares about his clients.

Great Service! Most of the people who comment on these sites are going to be negative regardless of…read moretheir experience. Signal's customer service was very good during my last few interactions especially at City Center Branch. The only time it took longer than usual for them to complete my request was because it was very complicated and required more time to complete. They were very thorough and took great care in their work.

I was very disappointed in this service. Paid over 1K for a fee-for-service financial advising that…read moreI requested should also include assistance with budgeting. One year out I never actually received any type of paperwork with a financial plan. Yes, he did return emails and was willing to make many appointments to speak via zoom, but in those conversations he gave very generic advice about diversification and investing in retirement, etc etc -- the type of advice you could read off any generic website with absolutely no insight into my actual situation despite my giving him access to all of my financial information. The only specific advice I ever got was to move my retirement account under his management where he charged 1.4%. Very dissapointing.

My company offerers EFE as a 401K rebalancing and management option through Fidelity. Many large…read morecorporations offer this option with the company. That is how they built their core business for the past decades I believe. As an example for the past 24 months my 401K is up 27%. I'm completely hands off. I haven't even seen my statements for the past few years - until recently - and I was pleasantly surprised. It's interesting to see all the negativity in this review section.

I felt ripped off by these people. They did nothing with my account and just pulled an exorbitant…read moreamount of money out of my retirement account. It was even hard to tell what I was seeing was their fees in my account history; edelman wasn't noted anywhere, it just had the funds that were being sold to pay for their fees, so I had thought it was some kind of fee from the fund until talking to someone at Vanguard who said it was Edelman. Leeches.

This Edward Jones office is hands-down the best! I called them for assistance for beneficiary…read moreinheritance, and Tony and Dawn set my account up in less than one day. I was so impressed with how quick, friendly and professional the team was - they thoroughly answered all my queries and answered follow-on emails within minutes (that is the truth - minutes!). They reached out to my advisor in MT to ensure all transactions flowed smoothly. It is not an understatement to say I wish all professional businesses handled affairs with such competence. Many thanks to Tony's office. I recommend them with all five stars.

We have been going to Englert Tax office for over eight years and they are fantastic. We work with…read moreKevin and he is articulate and very attentive to our specific needs. I would highly recommend their services.

I have had George do my family's taxes for the last 3 years and can actually say I almost enjoy…read morewhen tax time rolls around again. He ---and everyone in the office---his wife is often there and his son has joined the practice as well as another partner, Terry, is very professional yet personable at the same time. George takes the time to really get to know your particular situation and it's clear he remembers you from year to year.He has clearly---and quite patiently answered all my questions each year and made sure we understood the ramifications of the financial choices we make. The first year we met with George, he also did some advising on our financial situation and really was able to pinpoint what we want and need to do for our financial security in the coming years. Of course, that was before the current economic downturn, but he has been very helpful in keeping us on track in spite of the less desirable economy. I highly recommend George Englert and his friendly offices to anyone in need of financial advising or tax help. You'll be glad you did. His fees are quite reasonable.

It has been so helpful to work with Kevin these past couple of months! When my husband and…read more I were initially searching for some support with our finances, we were looking for someone who could meet us at our level and explain financial topics in ways we could understand ( HSAs, Roth IRAs, Traditional IRAs, HYSAs, etc.) We were looking for someone who help us understand our current financial picture and whether we were saving enough to be able to retire at our desired age, be able to enjoy our current hobbies of traveling, and pay for medical expenses we will have. As a woman who got married later and came to my marriage with assets, I wanted to make sure I was making smart financial decisions with regards to my investments, savings, and spending habits as I know I will take home less money than my husband. We found that in Kevin and are so grateful for his knowledge and guidance. Kevin has helped me understand my financial portfolio and adjust my investment choices to match my financial goals. He has a unique approach to providing guidance with regards to finances which involves front loading the work together with weekly meetings the first month followed by check-ins and continued financial information through articles on various financial topics. We highly recommend working with Kevin if you are looking for solid guidance around your finances.

Kevin has been such an incredible asset in my life. I knew that I was not confident in how to…read morehandle money and the stressors of bills and student loans after graduating and starting my first full time job. I also didn't know if I was being too hasty in pursuing a financial advisor when I was just starting out; was the investment in a financial planner worth it considering I had little assets, a moderate paycheck, and student loan debt? Since I was rather anxious in not wanting to make mistakes that could impact the rest of my financial life, I decided to look into Kevin. His website drew me in with his focus on millennials and the unique financial challenges we face. He seemed real and truthful which is what I was looking for above all else. Someone to give me real, concrete advice, and not take advantage of me considering my limited understanding in "adult" finances. After my first free consultation I knew I was in good hands and that his website accurately reflected his values. Although it was a financial investment to get a financial planner, Kevin has helped me set up a future that is beyond worth the money I spent/spend. We continue to have check-ins as my financial situation changes and he never holds judgement when I need a concept explained or broken down considering money has a lot of jargon. I now feel confident in my plans for paying off my student debt, investing in my future, and living a normal life all at the same time. I recommend him to all my friends and coworkers when conversations turn to finances as we all navigate this often challenging money world.

After receiving horrible customer service from my current tax preparer, I decided it was time to…read morefind a new preparer. I found XNE and sent them a message and soon after I had a meeting to explain my tax needs. The process was so simple and the rates were reasonable. Then Mr. Epps went above and beyond to produce our return in record time when my partner and I waited until the last minute to provide the necessary information. He did an excellent job and got it filed before the deadline. I have found my permanent tax preparer and would recommend him to anyone.

In this world, nothing can be said to be sure, except death and taxes…read more It would help if you got your taxes done correctly by XNE Financial Advising. This was my first year, and it will not be my last.

Had a Schwab retirement account for many many years and only recently had to visit a branch in…read moreperson. Worked with Sean Shaughnessy (VP, financial consultant) from this branch for the last 4 months and he has been so helpful to us setting up accounts, POA, transfers, and all sorts of random finance and tax questions. We mostly self direct but he answered a lot of my questions and is so responsive. We had terrible experience with investment consultants at another bank that we paid a lot of fees to, it was a complete nightmare, so glad we finally pulled the money out and can now self direct.

Charles Scwab is no longer run by professionals and stockbrokers. It's run my computer geeks like…read morethe ones at Best Buy - a self-service operation staffed by nerds who sit behind desks and play with computers and cell phones. Don't believe me - call ANY of the phone numbers listed and TRY to reach a human being; just try !!! I stopped trying to use their AI phone system long ago and started going into the branch offices instead. THIS branch attempted to transfer a very large retirement account into my Swab account. The first attempt FAILED when they forget to mail the signature pages on the transfer documents. The second attempt FAILED when they forgot to send the notary authorization form. I have a 9 year old nephew that can put 6 pieces of paper into an envelope and mail it, but it took these guys 3 times and several weeks of wasted time to get it right. I tried calling the branch manager and assistant manager several times and got voicemail, but never even the common courtesy of a callback. If you do business with Schwab, you better get used to baby-sitting or doing things yourself !!! They simply don't care if you do business there or not.

Exceptional Tax Specialist - A Game-Changer for My Businesses!…read more Working with Cha Group, Andy & Duncan + the whole firm has been an absolute game-changer for my family businesses. Their depth of knowledge, professionalism, and dedication have not only helped me navigate complex tax matters with ease but also freed up valuable time and mental space to focus on what truly matters--growing our businesses. What truly sets them apart is their use of cutting-edge tools and resources that simplify the entire tax process. From smart financial insights to real-time planning strategies, they bring clarity and confidence to areas that used to feel overwhelming. I now have a clearer view of my financial picture and peace of mind knowing everything is being handled with expert care. Thanks to their proactive guidance, I've been able to make smarter business decisions, stay compliant, and optimize my finances--all while focusing more on innovation and scaling. The price I'm paying is well worth the care and guidance we are receiving. If you're a business owner looking to not just survive tax season, but truly thrive year-round, I can't recommend Cha Group highly enough. Professional, insightful, and always one step ahead! We are so appreciative for them!

Before meeting Andy, I had worked with a couple of other accountants, but none of them came close…read moreto the experience I've had with him and his team. For the past two years, they've handled both my business and personal finances with exceptional professionalism and expertise. Their knowledge and dedication are truly remarkable. If you're looking for a seamless and satisfying experience, I highly recommend visiting Cha Group. You won't be disappointed!