I wholehearted recommend Palbir to anyone looking for a financial advisor to help them meet their…read morefinancial goals. My wife and I couldn't be happier with our decision to work with Palbir. We recently worked with him to get a wholistic view of our family's finances. What we enjoyed most about working with Palbir is how personable he is and how easy it is to work with him. He's also a great listener which helps him truly understand his client's situation along with their dreams and aspirations. Conversations with Palbir felt natural. He's extremely responsive to emails. It makes getting clarification on follow up questions easy. Each time we speak with Palbir, we would walk away with realistic solutions to improve our chances of reaching our financial goals. Palbir was detailed oriented and left no stone unturned when he analyzed our situation. If we were off target in certain areas, he was quick to pin down root cause and offer practical solutions to help us improve our chances for success. As a result of the adjustments we have made per Palbir's recommendations, we are already a little closer towards achieving our goals. I would give him 10 stars if I could.

I originally hired Palbir of Smart Path Wealth management to help me evaluate whether or not I…read morecould afford to buy a house in the next few years (I'm 30). After multiple discussions, he also helped me determine what I needed to do if I want to switch careers eventually and what the options are for investing with my values in mind. I am a software engineer with little extra mental energy after I leave work, so Palbir's willingness to explain every piece of his suggestions to me as well as answer all my questions was so incredibly helpful. I would recommend Palbir to anyone who wants sound financial advice, regardless of how much background they have in finances and investments. He's a good investment.

Started working with Greg at Adaptax years ago. He is professional and honest with his advice.read more

I have prepared the tax return for my wife and I in the past, but we began looking for an enrolled…read moreagent to start doing them. We had a meeting with Greg and discussed our situation and left him our rather simple 1040. He explained his fee schedule to which we agreed . A few weeks later we called to set up an appointment for 2025 tax preparation. Rebecca told us that we would first have to pay Greg a surprise $300 "onboarding fee". She said it was sort of an "investment by the client for the future." What?? No thanks. That's no way to do business. George Mate

If you're looking for an advisor, and considering making contact with Alison... make the call…read more You're going to find a completely approachable and transparent professional, and there's no reason not to explore working together. A good advisor knows how to dig beneath the money and numbers talk into the emotional realm to connect their advice to your goals and what they represent for your well-being. To do this effectively, the advisor needs to care genuinely for the people they are working with. You will understand when working with Alison that she cares - it's so obvious. Her ability to simplify complex financial concepts and provide straightforward advice is truly impressive. She has a smart approach that inspires confidence and trust, making the entire process smooth and stress-free. She makes working with her feel easy and intuitive. Highly recommended for anyone seeking a blend of expertise and personal touch in their financial advisor!

I have worked with Alison over the years on her website and branding, and more recently as a…read moreportrait photography subject. She is a pleasure to work with because she is patient and human, treating work as a relationship and not just a transaction. After including her in my Women in Finance portrait project and speaking with her more in depth about her work, it is clear to me that she really cares about her clients and their best interests-- exactly what is needed in a financial adviser.

I went to see David based on a recommendation, and I am so glad that I did. David is friendly,…read morewelcoming, professional, and very knowledgeable. He was extremely thorough with my taxes, and it was done faster than I ever had imagined (and definitely a lot faster than if I attempted to do them myself). He sat down and broke everything down for me. He gave it back to me in a folder with all of the original paper work I had given him. Absolutely seamless and painless! :) I also recently received some paper working from a previous employer regarding my 401K, and I was not quite sure how to proceed. He was extremely insightful, and gave me some great advice. I ended up talking to him about finances, and he was great at answering my questions on that as well. I have just recently recommended David to a friend's business, and I hope they take my advice (they would be wise to listen). David-Thank you again! Look forward to seeing you soon!

Not Attentive nor Timely!…read more With taxes, timing is everything, specifically when you are predicting owning our government money. Unfortunately, if you are looking for a CPA that will be attentive and timely, David Chopp is not your accountant. For our 2017 tax year, we enlisted the help of Mr. Chopp. Although we started the process of getting in to see him in January, our tax return was not ready until ten days before the Federal deadline. Additionally, Chopp never took the time to consult with us about the amount we may owe. Because of this timing and because we were not aware of the amount of taxes we would owe, we were unable to prepare ourselves financially. Once we finally received our return and saw the amount, we were left scrambling to find funds and react to this new debt. It took a couple of weeks and several phone calls to the IRS to get things in order finally. If Chopp had been more timely and attentive to our tax needs, we would not have had to arrange our finances to deal with the IRS so frantically. On top of all this, there were several communications that we took as belittling as if everyone should know the details of tax laws and accounting procedures or his bandwidth. In retrospect, hindsight being 20/20, I would not have chosen Mr. Chopp as our CPA. My recommendation is to find another accountant.

I'm good at saving money, but not so good with tracking investments and such. I don't generally…read morehave the time or proper knowledge to track everything. I mean, I'll get into it for a short period, but it's ultimately unsustainable for me. The Golub Group has been amazing for all these needs. Everything is now well organized, they are highly, highly responsive (something that can get a bit aggro about) and I pretty much always feel secure with them on my side.

I am a Private Professional Fiduciary and my office has been working with Golub Group for the last…read more4-5 years. We have been blown away by their professionalism, dedication to their clients and this community, as well as their very friendly and inviting culture. The whole team is extremely communicative, honest, hard-working and a lot fun to work with. Our office continues to recommend Golub Group to our clients and associates.

I can't say enough good things about Mr. Palma. He has always been going above and beyond for more…read morethan just myself, but my entire family. My parents have exclusively been working with him for years now and he's never once not picked up a call, text, email, etc. Whenever I have any question regarding tax or something in the realm of finances, he's more than happy to walk one through the process. I was surprised to see someone of his caliber not with a big firm, but upon my personal due diligence found out that he's ex-Deloitte for many years, which means he really knows his stuff. I look forward to using him more for my finances as time goes as well as seeing his business grow.

A polished, polite and professional organized team. I was…read morethankful they took me on as a client when most firms were at capacity. I purchased their tax planning service. They delivered on their promise to routinely meet with our business to strategize and plan and were prompt in responding to our needs through the year. They also prepared my state and federal taxes, and I received a tax refund! Working with their firm did pay off. I couldn't remember the last time I got a refund! I always owed something when working with other financial professionals. Some other reviewers comment that Miguel markets too much, which he does market a lot for his services, but I came to learn through our partnership that he is enthusiastic knowledgeable, and passionate about sharing financial planning and services . I found Miguel and his team to be trustworthy and deserving of manging these aspects of my business. If you own a business and have your finacial reporting in order*, can afford their services*, and be able to financially implement* any tax planning done together, then yes I highly recommend this firm. Thanks Miguel, Jasmine, Pedro and Gabriel.

Alex and his team are extremely knowledgeable and actively pursue ways to grow wealth. Most…read morefinancial advisors follow a formula. Alex goes above and beyond, and has significantly improved our portfolio.

I have been working with Alex for over 8 years now. Alex's attention to detail and broad knowledge…read moreof the markets has been instrumental in helping me build a solid retirement plan that works. The reason that I have continued to work with Alex is trust and integrity. When you work with Alex you know that he has your best interest in mind and treats you like family. I would, and have, recommended Alex's services to anyone looking for financial planning and investment advice.

We have worked with Patricia to file our taxes for over 6 years. During that time, she has…read moresupported us both with filing our taxes, as well as estimating our annual taxes. Every year seems to throw new challenges our way with changing jobs, stock sales, buying/selling homes, and managing our rental property. However, Patricia is incredibly knowledgeable, professional, and kind in dealing with each of our unique situations. We love working with her, and appreciate her promptness and attention to detail. Thank you for everything, Patricia. Highly recommend her company and services!!

I trust Patricia with my taxes. She's efficient, effective, and highly responsive. Patricia is not…read moreonly a tax expert, but an excellent advisor. She has helped me effectively prepare for taxes when starting new businesses and transitioning between different stages of my career. I can't recommend Patricia highly enough!