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    Spring Oaks Capital

    1.0 (2 reviews)

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    CLP Financial Group - CLP Team Picture

    CLP Financial Group

    (3 reviews)

    Joshua is knowledgeable & makes sure that his clients have everything they need to make the best…read morefinancial decision. I would highly recommend using Joshua to help you set yourself up for financial success. Entire staff is very professional!

    Wouldn't go here again! Joshua is very rude, unprofessional, condescending and pushy. We had been…read moregoing here to get our taxes done for many years but now Joshua says CLP will only do your taxes if you also pay for financial planning through them and buy their life insurance, invest, etc. CLP started out as a good tax place but now they want to jump into financial planning and turned their back on their old tax clients. Joshua is very immature, arrogant and ignorant. We asked him a few financial questions last year and he didn't know the answers so he just made stuff up and lied to us. We would be better off to get financial advice from Ronald McDonald than this clown Joshua. Beware, don't get scammed and don't waste time trying to get this place to do your taxes if you don't also want to shell out money for financial planning, investments, insurance and all too. I did further research to find that no one working at CLP is a member of the Financial Planning Association of Hampton Roads which means they aren't even "Certified Financial Planners." H&R Block said CLP tax advisory/financial has setup a terrible business model for their tax accountants to require their clients to pay for financial planning as a condition to get their taxes filed. Got a letter in the mail on 2/2/18 saying "Dear Tax Client" we regret to inform you that tax preparation services are now reserved for financial and insurance clients... you would be better served with another tax preparer. They couldn't tell me that on the phone when I called last month. Hmm... so this place thinks their Certified Public Accountant are better at financial planning and insurance options than my experienced Certified Financial Planner at Financial Security Group? Show me an associate with CFP credentials here at CLP. :::Crickets drops mic:::

    Spring Oaks Capital - financialadvising - Updated May 2026

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