Tanina was terrific with last minute tax services last year - our previous tax accountant closed…read moredown so we were in a bind but we were lucky to come across Futurity Capital. Taxes were done again this year and they were done promptly at a reasonable cost and with great results. Will go back to Tanina next year, too!

First-class service all the way. Helpful, prompt, courteous, and personable. We are very pleased…read moreto have found Futurity Capital and have worked with them now for two consecutive years, and plan to engage with them for years to come. Tanina is excellent!!

Edit: I just wanted to add that Mainstreet offers even more extensive services than what I…read moreutilized. They also offer "navigation support," where you meet with your advisor on a routine schedule to monitor your progress. They also offer estate, income tax, retirement planning, and more.

We have been clients of Anna and MainStreet Financial Planning for over seven years. In that time,…read morewe have been totally satisfied with the financial advice and accessibility of Anna and her team. Anna has kept us on track to meet all of our financial goals and get ready to enter the retirement phase of our lives. We recently transitioned to Liz and she has continued to provide the solid support that we have come to expect. We look forward to our continued relationship with Anna, Liz, Jim and the rest of the team. If you are looking for a hard working team that puts your financial wellbeing and interests first, you can't go wrong with MainStreet Financial Planning.

They are incredibly professional and are highly responsive. They have a great knowledge base and…read morewere able to answer my higher level questions. I love using this firm because I do not feel like I need to hound them for status updates, to catch errors, etc. This is an absolutely professional firm and they are delivering a very professional end product.

I was referred to Gilfillan & Associates by a friend, and heard wonderful things about there…read moresupport for small business owners. I had a very nice initial meeting with Dan to discuss my options and the approx costs to prepare my return. In the end, the cost was double what was expected with little communication along the way. They did do a great job uncovering savings in my return, but much of that was negated by their expensive billings. I was overall very disappointed with the level of communication from the office staff, who deals with filings and payments. It wasn't clear they wouldn't be submitting my return until paid in full, which resulted in significant delays.

Recommend Equity Planning, have been using them over ten years…read more Marc was able to guide me to the right term life insurance, and the peace of mind that goes with it. Marc has full breadth of understanding of what is in the marketplace. Most people need insurance as part of a financial plan, to insure insurability. Nice to have a "bricks and mortar" store in the form of Equity Planning Inc., they're there "after the sale" to provide stellar service. Might be tempting to shop online for insurance, but it's better to have a knowledgeable, trustworthy person like Marc at your side. I have EPI's business card with my important papers. I'm confident that they will be able to assist my family.

This is a niche company that is rated A+ by the Better Business Bureau. They offer a line of credit…read morefor individuals considering buying a franchise or investing in commercial real estate. The actual financing is offered through SIPC/FINRA public firm UBS or one of several other top-tier financial institutions with which A.B. Nicholas has partnered for its LeverageLine custom credit line that includes many features specifically designed for their target markets. A.B. Nicholas specializes in this form of financing and has several unique vehicles for different types of securities products. It it cannot accept restricted securities or securities that are part of IRAs, but all other types are usually accepted. Personalized, very friendly and very concerned about the satisfaction of every client I highly recommend A.B. Nicholas.

We were looking for a specialist firm in securities-based credit lines and loan that 1) worked…read moreexclusively with top-tier firms and had established, strong relationships with the right people throughout and 2) Clearly had superior terms and rates for their services. We found that in A. B. Nicholas & Co. No firm came close to them for a combination of personalized attention, best rates, best loan-to-value, and know-how. These guys understand the industry from all ends and have seen both the good and the bad practices out there and can make sure your portfolio gets the best terms in the market. We needed a business expansion loan for our overseas development company and we were able to get the financing we wanted with a top-tier firm where our assets are never sold but remain in a secure SIPC-insured account even as we tap and refill our line at a ridiculous rate of under 2%. HIghly recommended also for speed. Our financing took five days and every element was very professional.

I wanted to share my outstanding experience with Acorn Financial Services. From our very first…read moremeeting almost two decades ago, it was evident that their expertise and dedication to tailored financial planning and advisory services is unparalleled. It has been a game-changer as they became a trusted partner in our financial journey, holistically understanding our family's financial objectives, concerns, and unique circumstances while crafting our personalized plan empowering us to make informed decisions. The firm's clear and transparent communication and patience were invaluable as they proactively and reactively responded to our situation, questions and concerns. Their expertise, knowledge and strategic guidance (taxes included) have enhanced our financial outlook and long-term aspirations for my wife and I, as well as our children. This allowed us to focus on other aspects of our lives, whether working to advance our career or spending more time with our family. Looking back at the nearly 20 years as a client, the gift of time to spend with our family, friends, career and other personal endeavors was one of the most valuable and unexpected benefits as we began the journey with them. I highly recommend Acorn Financial Services to anyone in search of a trustworthy, knowledgeable, and client-focused financial advisor and planner. I have introduced close to 30 close friends and family members as clients over the years, all with similar positive experiences.

I may have just selected a lazy account manager but he doesnt hold regular status update meetings…read moreand he is late and doesnt stay on task when he is in the meetings so my time is wasted. He cannot explain his investment strategy. I only notice Activity on my account around when I send emails inquiring about the status of my account which triigers his memory that I am a client. There are too many websites needed to manage my money since one is needed to budget, one is needed to see investments, and a third for something else. There is not one for everything. I am paying investments fees quarterly to lose money while my friends made money during the same timeframe so he cant blame the market. Go somewhere else.

Fair price, very responsive, nice guy. Also knowledgeable and someone who truly cares. I hope to…read morecontinue having Terry do my personal and business taxes.

I highly recommend Terry Grant, CPA. He helped me understand my finances more clearly, build…read morestrategies to budget better, and plan for long-term savings. I appreciate that he asked good questions and actively listened. He took the time to understand my situation and made recommendations that made sense for me - from accelerating my student loan repayment to improving my retirement outlook. He made my financial life feel more manageable, and it was clear that he genuinely had my best interest in mind.

If you need to have your taxes done properly and able to withstand any scrutiny…read more They remain the only firm I trust. Jacques, Sr. and Maria set the tone. These are the most professional and caring team I've ever even heard of. I consider them family.

This firm had advised me to overpay IRS last October (2019) by nearly 6 figures. A second CPA I…read moreconsulted in February shared that they had me pay far too much AND far too early. I filed and requested the refund in March and just now found out it was approved with interest to be paid me at the end of July 2020. This incompetent advice and giant overpayment had enormous opportunity costs for me, as I could have used these funds to purchase my vacation place. Instead I had to cash even more funds out of the market to do so. Stay away from this firm unless you seek bumbling advice. Incomprehensible.