Used for two years, first year OK min. effort. Second year doubled fees, did not give proper advice…read morefrom year before so had to pay excessive taxes for estate. Would not come to phone multiple calls, only called back once. Set an appointment which Brendin, he did not show, had someone else handle. Got a letter from IRS and had to pay additional taxes beyond the summitted return. This was not a complicated prep. I guess I was not the customer type they wanted. Customer beware.

Had a great experience with them doing my families taxes! The office is so nice and inviting and…read morethey took time to really sit down and get to know us which made me feel a lot more comfortable. They were timely on the return and great with communication. The online feature that allows you to E-sign is awesome so we didn't have to go back in. Would highly recommend them to anyone looking to get taxes done.

Rob has been my advisor for 10 plus years. He's always been very proactive, communicating with me…read morefrequently and making sure that I'm making financial decisions that align uniquely to my goals. His partnership has helped me reach my goals much sooner than I ever thought possible. A great financial advisor for anyone seeking surround sound advice from a person who really cares about the people he helps.

Paul is an incredibly knowledgeable Financial Advisor. His years of experience in the Financial…read moreIndustry lends to his competence and ability to clearly communicate in easy to understand terms. I've been impressed with his patience and willingness to be accommodating for my schedule, to assist in my family's financial planning. I highly recommend Paul! Wade Scott

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.

Pretty awful mortgage company. As a realtor, I expect proper communication as it's often the most…read morevital element in all parts of a transaction. Joel Gonzalez was the officer at Efinity and he reached out to me ONCE during the entire transaction. Actually twice, with the first time being to send me marketing crap that I never subscribed to. I had to reach out when issues were abound and then after that, crickets. Completely unacceptable. When you have so many options to use as a lender, i highly recommend to choose anyone but Efinity.

I am currently experiencing the same lack of service, very similar to another reviewer. I've never…read moreseen a lender as the cause for a deal to fall apart but Tory spends more time on excuses than working on my transaction. We had ~45 day escrow and we've not only missed our closing date but he can't provide any realistic guidance on when he might wrap up his part of the deal and allow us a new closing date. Total lack of urgency and consideration for other people's lives. Allow your office to help if you're having issues. Don't make that your clients problem! Never again with Efinity Mortgage. Don't spend your time, money, or frustration here.

Benjamin R Bigler I've had 4 advisers in almost 9 years. Ben…read morehas been my savior. He gets it and has kept me at home with my two girls after my late husband passed away from stage 4 cancer! I don't know what the hell I'm doing from day to day financially after all the crap I've been through I don't know what I would do with out Ben. I still struggle financially, at the end of the day there's only one person I talk to about my financial situation!

I had my money with Fidelity and thought a personal financial advisor would be a better choice a…read moreyear ago. I understand that there is risk involved when you invest your hard earned money, but my recommendation is to stay away from this place if you want your money invested wisely. My advisor , I won't call him out publicly, thought it would be great to invest in gold. $40,000 turned into $27,000 in 6 months. Gold is a very volatile investment, but he was big on it. In a single day, I lost $5800 and after calling him out on it, he couldn't figure out how I knew about that because he thought I was stupid and didn't know how to read and claimed it was over a week period until I sent him a screenshot of the loss in a single day. Crickets... I went back to Fidelity and liquidated my account at Ameriprise into cash (what was left after multiple losses) and now I sleep better at night knowing my investments will handled by a better company.Run, don't walk away from this place!!!

These guys are awesome! Super professional but make you feel like you are with an old friend…read more Extremely trustworthy and efficient. They have saved me a ton on my taxes, helped me set up at LLC and provided business advice on whether or not purchase a work truck. I highly recommend Patrick McKinley and Steve Hutchings.

Great guy. Very good service. I lost some money when I cashed in my retirement savings and blamed…read morehim, but it was my fault I didn't contact him and move the money into cash when I was planning on cashing in my account balance. I am sure he would have gladly helped me. I tried to delete my review which was unfair, but Yelp won't let you do that after a certain amount of time. I guess this is what they do because I have tried to delete it. Anyway great guy. You can trust him. He is very honest and wise about investing. I will keep trying to remove the bad review I wrote.