Hands down the best accountant we've ever had. Will not let anyone else ever take care of us or our…read moretaxes!!!! Been using him for quite a few years now and love him and his extremely attentive staff! He's down to earth, funny and a nice guy too! You get what you pay for and he's worth every penny!!

I've used Robert J Klein, CPA for over 5 years now. They are true professionals - knowledgeable and…read moretimely. While tax season may be a drag for most, I rest easy knowing I am in reliable and dependable hands. The entire team is great. Cannot recommend them enough.

We have been working with Neil for decades and have always enjoyed the way he makes tax preparation…read morerelatively painless. Recently my wife and I have taken to the road full-time in our RV, and we were initially concerned about preparing our taxes. But over the past few years, Neil has added to his website functionality and that has paid off. I am totally impressed with the speed with which Neil put this all together(!), as well as the increasing electronic functionality added each year. I was also able to pay the invoice for our bill online, and it was very quick and smooth. Adding this to the quick and easy Client Portal is awesome. Keep it up! This makes living on the road easier than ever. Thanks again Neil, we appreciate your assistance.

Called this guy and asked for help building a financial plan , setting up budget…read more , tackling some debt. Told me he did not do that kind of work. Completely blew me off . Instead of asking me about my situation or recommending other options. Would not recommend.

I was referred to meet with Steven through Dave Ramsey's SmartVestor network. The location is…read moreconvenient with parking and his office is inside Sterling National Bank. I scheduled an appointment through one of his associates. I came in with different intentions and braced for a sales pitch. But instead, Steven analyzed my financial situation and gave me advice that was extremely eye opening and helpful. (Many "Financial Advisors" in the industry have a bad reputation for selling/ pushing products for their gains/ commissions and not actually helping clients financially). As a first impression review, I highly recommend him as a CFP and a fiduciary. He seems to have the patience to help clients understand their financial situation and give very thorough advice as he has many years of experience.

Mr. Silber gave honest advice for my personal financial situation and did not just try to sell me…read moresomething. I plan on following his advice. I felt comfortable asking him difficult questions and I trust his advice. He seems a very experienced financial advisor. He was professional and approachable. I would go back to him in the future.

Do NOT use his services. His wonderful assistant Barbara left his company, and there is something…read morewrong with the way he operates now. He said he would do my taxes, (virtually), I had been using his services since 2016. I contacted him in April, in advance of the deadline. He said he would do my taxes. He never followed up with me, I called and messaged him repeatedly. The tax deadline was 4/18. The Friday before that date, he said he would contact me, and never did. I had to call him on 4/18/24 for my taxes to be processed. I asked him to mail me a hard copy of my tax returns, which Barbara usually did. That was April 18th. I didn't receive them in the mail. I gave him the time to process them and waited until June 1st. He said he mailed them. Yesterday was June 15th. It doesn't take 2 weeks to come in the mail, I live around the block from his office. I texted him asking what happened for the 3rd time, yesterday. He insisted he mailed them out, but then texted me asking for my address. I was like, if you mailed them, you should have my address. He said he would get back to me today. Today's business hours came and went, and he didn't get back to me. I called him and he has the audacity to try to mansplain and gaslight me, "Why are you being like this, Allison?" Then tells me to find someone else to do my taxes. I was like, "Do you really think I would use you services ever again?". I paid for this service , I'm entitled to a hard copy of my returns. I don't have a printer or computer . They always send me a hard copy. Steer very clear of his disorganized chaos.

Closed knocked on door no one answered need my taxes done. I will try again but I do not see anyone…read morein window

Absolutely the best service. Since I found this accounting group filing taxes became a pleasant…read moreexperience. They are so knowledgeable and organized and have excellent knowledge of every type of situation. So we just went to our annual tax appointment and it was such a good experience and they did it very fast, on the spot. Simply genius, the best. High fives all around.

Super helpful and friendly, and got me the best return I've ever had - what a fantastic combo!read more

Lauren is the best financial advisor and service provider I have had in my life. She makes you…read morefeel like you are her only client. She engages in your personal life to help you with your financial planning. She sees things you don't see. She calls out options and is truly objective. I waited for years after being referred to Lauren to actually engage with her. I can honestly said 10 years later, I wish I hadn't waited. I could offer lots of examples of personal experiences with Lauren that makes me such a satisfied client. Instead I will say this, whatever fee I pay to Lauren and Ameriprise is worth it. She helps me manage my portfolio in a way that is individualized to me. She takes ideas, she offers guidance, she looks out for me. The only thing I can say is I wish I had a Lauren in other parts of my life.

Great guys who take the time to explain what they're doing. And excellent returns, even in…read morevolatile markets.

Jason and Elliot are so easy to work with. Love the transparency of the company and the…read morecommunications with clients. They're very helpful with setting up accounts and any questions you have. They are also very accessible and return calls promptly. Of course the best part of investing with them is how my portfolio is growing. :)

SCAM ALERT!!! This guy coach henton is a fraud, I paid him $500 in 4/2018 to build my business…read morecredit within 6 months up to at least $50k, I'm more mad at myself because I didn't do my due diligence but after the initial consultation and I paid the $500 for the business credit membership, the details changed, he then told me that I had to go to conferences and refer other investors to his services and I would get a commission from the sale if they got it and that my commission would be used to build my business credit, absolutely something I did not sign up for nor was mentioned prior to me paying my money, when I asked for a refund he said he was having a bad time and didn't have it and refused to refund me, yet he's on social media claiming to be a millionaire with access to billions in funding but can't afford to refund me my $500, he is a complete fraud, I urge you do not do business with him

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