I have worked with the founder of this company for years, in both hr and bookkeeping and IT. I…read morewould highly recommend them to anyone looking for these types of services.

Cindy is beyond amazing. She is always there when we have questions and offers solutions to…read moreproblems that help our business succeed. I've worked in both small businesses and large organizations for over 35 years, and I have never met an individual who is as dedicated to serving their customer as Cindy is. Her leadership is clearly reflected in the responsiveness and professionalism of her entire team. I highly recommend Pivot Solutions for your accounting needs.

I've been using Caleb's services for several years and have enjoyed the experience, dedication and…read moreconsistency he puts forth. I currently am using his services in both my business and personal finance planning. His attention to detail and ability to communicate to all of our employees has been a tremendous assurance for our company.

As a business owner it is critical for me to know what I (and my company) are good at... and what…read morewe are not good at. While we have strong financials we didn't know how to best manage retirement planning for both my wife and I, as owners, as well as our staff. Caleb and his team developed a solid plan for us to follow that was easy to follow. They were able to explain the sometimes complicated issues surrounding financial planning to us in an easy to understand method. I would highly recommend Ridgeline Private Wealth to both individuals and business owners alike.

Our experience working with Derek at Sun American has been amazing. From the first phone call, to…read moreclosing on our loan yesterday. Derek is fantastic to work with. He made himself available throughout this whole process, always working so hard for his customers. He truly goes above and beyond. He is incredibly knowledgeable and always has your best interest at heart. I spent several hours, getting quotes and Derek was able to get us the lowest rate. The whole process was flawless and we even closed ahead of schedule. We only have positives things to say about Derek and highly recommend .

Derek is an amazing lender and super great to work with! Very personable and hilarious. Definitely…read morewould recommend!

Spencer offers a great balance of expert advice and friendly encouragement. He is careful not to…read moremake decisions for us, but will intervene as much as we want him to. I have needed reminders between meetings in order to carry out the goals I set and he has provided those reminders, offering help and encouragement, as needed. I have felt immediate relief with daily cash flow management as he has helped me to implement new strategies. And we are actually moving toward our long-term goals for retirement because he is helping us take action now. He really knows what he's doing! We have been meeting with Spencer at least every 6 weeks for the past 6 months. We live in IL, so our meetings are online. We have an old computer and Spencer searched for a program that was compatible with our computer, so that we would have the convenience of frequent, online meetings. He sends us the meeting notes immediately following the meeting, highlighting the "to do" list for us and the things he will do before our next meeting. He coordinates with an accountant and an attorney. We have our own attorney, so we haven't used that service, but we were thrilled to use his accountant, Dustyn Johnson. I highly recommend Alldredge Fee-Only Wealth Management.

I love the staff and the entire vibe of the place. They are on top of their business. 25 years ago…read morethey put together a plan for my parents. It was a life saver towards the end of their life. Now I see that not only Nancy is advising, but they have a full team with Sean Fleming assuming the leadership. It's nice to know that I have my investments, retirement, and legacy in the hands of a firm that has been around 30 years, but probably 30 more. By the way don't miss the cookies when you come in. Zoe makes them and they are delicious. I would highly recommend this place if you need people you can trust to do the right thing and be there for you.

I met with Shawn on 12/11. My top priority was how to structure a Roth conversion and I made it…read moreclear that I needed a plan in place and executed by 12/31 because my filing status was going to change to single with it's less favorable tax rates. We also talked about their investment managing services. It all sounded great and I had every intention of having them manage my investments. He said he would put together options for the Roth conversion and we made an appointment to get back together 12/18, a week later. A couple of days later I got a call from his office and they told me he got the flu and might not be able to make that appointment. They would let me know. I called them the morning of the 18th and the receptionist told me he couldn't make the appointment and that he asked if we could reschedule after the first of the year. I reminded her that I had to make the Roth decision by 12/31 so after the first of the year would do me no good. She said someone would call me. Shortly thereafter I got a call from Geoff of his office and he said that he would get with Shawn and would call me back in 2 days with options. I never got a call so I had to just wing the Roth conversion. I didn't hear from them at all until today, 1/5/24. Needless to say I told them I wouldn't be doing business with them. If I can't trust them to remember my situation, my priority, and their commitments to call me, how could I trust them to manage my investments?

We stopped in unexpectedly and no one was at the office. We called and left a message and received…read morea return call in about 10 minutes. Joaquin, who was home doing yard work, changed his clothes and met us at the office within a half hour. He prepared our taxes and asked many questions verify everything. He went over each line of the tax form explaining what everything meant. He did a great job of making us feel that we made the right choice. We highly recommend his services

We went for income taxes. Very fast and efficient ! He was clear and precise in explaining the…read moreprocess of the income tax submission and answered all of our questions. Definitely recommended.

This is Bill Allen and I think Boudreau Consulting is awesome! I have been going to them for years…read more I never thought about doing a Google and Yelp review on my account before and thought I really should do that because of their amazing customer service! You usually think of accounts as all business like but they are some of the nicest people you can ever meet. Kevin, who does my taxes, actually communicates with me by phone or email and would meet with me if I wanted to. I love at the end when my taxes are done, he sends me a video and explains every single page of my taxes. Also, during the process when I have questions, I can talk to Michelle, and she is one of the nicest people you could ever meet as well! Everyone there is nice to work with. In 2025 I had a problem with something I needed to do online for my 2024 taxes, where I had an option of two different websites I could use. A nice person who answered the phone told me the two places and then after I hung up, before I could even try either one of them, during the busy time of season mind you, this was in April, she went to the first website and tried it, found that it wasn't user friendly, then went to the second one, and found that it was user friendly. She then called me back and told me which one to use. Then she told me a few steps to take to make it easier for me. Whenever you call in, they will take care of you right then, or if they don't know the answer, they will check it out and get back with you immediately! Their prices are very reasonable as well. I am actually a very small client, I am sure, yet they treat me like I am important to them! They are amazing, I feel like they actually treat me like family! I love this place and everyone there and will never go anywhere else for my taxes! I know I sound like one of their dads, but I don't think I'm related to anyone there, as far as I know. I truly just think they are the best! I can highly recommend them to you. With MUCH appreciation, Wilford (Bill) Allen

DO NOT use Boudreau Consulting for your tax professionals. I had an issue with IRS. I asked Boureau…read morefor help. Thet told me there was nothing they can do, and I should just pay the amount in question. I fought the issue myself and eventually IRS sent me a refund for $1500. I told Boundreau and Kevin charged $300 for his services. FOR DOING NOTHING FOR ME.