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    Spectrum Consultants

    3.2 (6 reviews)
    Closed 8:00 am - 5:00 pm

    Services - Spectrum Consultants

    Retirement planning

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    Edward Jones - Financial Advisor: Baron Kuhn

    Edward Jones - Financial Advisor: Baron Kuhn

    (1 review)

    Despite multiple moves across country, I have stayed true to Edward Jones. Specifically, their…read morefinancial advisor, Chris Breckon. That's right. His office is in Washington (state) and I'm in Washington (DC) and he still takes care of me. I am not rich by any means but regardless of how much money I invest (or don't invest) with Chris, he is ALWAYS there to help me out and answer whatever investment question I might have. Despite the ups and downs of the current economy he has always guided me in the right direction and my money has remained secure. Chris always gives me a call about once a quarter just to check in and give me a heads up on my accounts (I have a regular investment as well as IRA Roth). I usually tune him out because for the past 10 years he has never done me wrong. I completely trust him with my money. Regardless of your location, I would highly recommend him as a financial advisor. He is very personable and will help you regardless of how much you contribute. A trustworthy businessman!

    From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

    Briarwood Financial - Briarwood Financial Symbol Logo

    Briarwood Financial

    (4 reviews)

    Briarwood has been amazing. They are very personable and understand how to help people. They are…read morevery knowledgeable and care!

    Benjamin at Briarwood Financial is personable, easy to talk to, and initially comes across as…read moresomeone you can trust. Unfortunately, my experience after working with him long-term was extremely disappointing. Throughout 2025, communication was poor and he was consistently months behind on my P&L reports. Deadlines and promises were repeatedly missed, and emails requesting updates or information often went unanswered for long periods of time. After becoming concerned, I hired a new CPA to review my QuickBooks records. I was informed that my books were not being maintained to industry standards. Accounts had not been reconciled. Taxes were not being separated from sales, bank accounts had never been reconciled, payroll journal entries for 2025 were missing, and deposits were not properly broken out into sales, tips, sales tax collected, and processing fees. There were also uncategorized transactions going back to 2024. When I realized the extent of the issues, I terminated the relationship and requested the work be completed before transitioning elsewhere, since I had already paid for these services. Rather than taking accountability, I was met with pushback regarding contract timelines despite the condition of my books. What concerned me most was learning that my taxes had been filed while my books were still inaccurate and incomplete. After disclosing my issues with the accounts, he advised he would clean the books up to match the tax return. I later received notice from the IRS that the filing was being held for review. Hopefully his confidence is valid and they don't find any issues. There were also issues with him not filing my quarterly taxes that were included in my service plan. He only entered one filing since we started working together in May 2024 but he never actually submitted it, resulting in penalties and late fees. Although I was told the fees would be covered, that did not happen until after I ended the relationship and raised the issue again. I understand mistakes happen, but this was a repeated pattern of poor communication, missed deadlines, lack of follow-through, and improperly maintained financial records. I would strongly encourage anyone considering Briarwood Financial to carefully review their books regularly and not assume things are being handled properly behind the scenes.

    Spectrum Consultants - financialadvising - Updated May 2026

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