I had some questions about my tax liabilities after some of my investments had changed. I contacted…read morePaul is Yelp! and made an appointment. We chatted for a bit about my situation, and he was able to give me good, actionable ideas on how to best manage my tax exposure.

VERY EXPENSIVE. I spent over $3k annually for tax prep and filing. I would not say my taxes were…read moreoverly complicated, and I even had a bookeeper who organized all my business documents for Paul's team. Truly as organized as one could be! Not sure if they charge based on income, and could not get an itemized receipts of charges. Would not recommend.

Stay far away. Their advisors seem to only care about getting your assets under management for high…read morefees. I really never received any good advice, planning or guidance of any value and had really bad investment performance in the investments they managed. This place is why most people dislike and don't trust advisors and the industry. See this and make your own decision: https://www.advisorhub.com/fidelity-pressured-brokers-to-sell-customers-on-costlier-investments-ex-advisor-claims/ Vanguard only charges .3% for management (much cheaper than 1%) or even check out Facet.com or PlanVisionmn.com as much better alternative to this place.

Several staff members have been very helpful about how to handle my work 403b and related matters.read more

I have just spent 1/2 hour trying to talk to a person. I need to schedule at time when there is a…read morenotary. I could talk to people in Denver. I could talk to people in Phoenix. Chapel Hill office was "Dark" on a Monday morning at 9:30.

Teri is a knowledgeable financial advisor. She cares about her clients. The entire staff is…read morefriendly and helpful. We have been delighted with the service we have had from Scwab since switching from another firm about a year ago. Much more personalized service. No glitches on the statements or accounting issues. The remote phone staff has also been friendly and helpful the couple of occasions we had to call them.

I used Heyward CPA for the first time last year to file an S-corp tax return for my business. The…read moretax return was prepared and filed on time, but only after I found several mistakes they made involving data input (including wrong social security numbers). I decided to give them another try this year, but still have not received an engagement letter from them. I called and left a message regarding this several days ago, but never heard back. Seems like it's time to find somebody else.

Heyward CPA provides great accounting services. Their hallmark is speed without sacrificing…read moreaccuracy. They also promote a close family environment- no matter how much they may expand, I have never felt like just a piece of paper to them. I have been a customer of Heyward CPA since they first opened the doors 10 years ago, and cannot see myself going anywhere any time soon. No other accounting firm will treat you as well and take care of you as well...

The team has an outstanding radio show every weekend. They talk about everything they can do to…read morehelp you. Trouble is that my advisor has never called me since I joined. No recommendations, no tax planning, no conversion info. Basically nothing. I called and told my advisor I wanted more dividends. He did just that but why should I have to ask when I told him I was retiring in 2 years? I am seriously thinking of returning to my previous company where I get the same treatment and same results with half the fees.

Very agressive and rude. I did not feel like customer. I felt like a slave. Give up on…read morecommunication. Will not have anything with them.

Over the years I have had various sources of financial planning advice. Blue Water offers just…read morewhat I want - I pay for advice and I get it. The fee charged is in line with the amount of service rendered. The advice is well calibrated to ours needs. Questions we ask are thoughtfully answered. After an unsatisfactory experience with an advisor affiliated with a major brokerage, we interviewed about half a dozen firms to find a replacement, we chose Blue Water and after almost 8 years with them we are happy we did.

Deborah was fantastic! She provides very thorough, holistic, and detailed analysis of our current…read morefinancial picture and steps to take in order to meet stated financial goals. She is very personable and a pleasure to work with. We made changes in our portfolio with the information we received back from her analysis and have a clearer picture to maximize our savings and investments.

Business is NOT closed. They moved down the rd to 5316 Highgate Dr Suite 223! They also use the…read morename Piedmont Planning. The have handled all my financial planning and are two of the nicest guys you will ever meet!

I can't say enough good things about the outstanding service my family was provided by HEFS. For…read moremany years, Steve and his colleagues have provided excellent services and solid advice. When needed, Steve went way above and beyond what I would have expected from any advisor, and it made all the difference. I recommend this group very highly. Don M

From the owner: We are A+ rated because people know our clients know we help your dollars make sense…read more Comprehensive financial planning from beginning to end. The most challenging plans are no problem for our team as we factor in all the risk to give you the greatest return with least amount of headache or worry. Sleep Better at night working with us.

Mark Rhoades and Kelly Ward have been taking care of my money for 27 years. They are both…read moreknowledgeable and professional while at the same time giving the confidence that they care about not just your money but the person. I trust their advice and I'm confident that they are taking care of my money like they would if it was their money.

From the owner: Our experienced team serves a variety of clients, playing an important role in your inner circle…read more Whether we are providing professional investment consulting or complete financial planning, you can rely on us to take care of the big picture and the finer details with an approach that is as disciplined as it is strategic. It all starts with developing a deep understanding of your needs. From there we aim to offer personalized attention, the highest level of service with integrity, and the advocacy needed on your side of the table. Our rigorous process ensures a comprehensive plan.