Isabel is one of the best professional I have work with. She is very professional, very sweet and…read moretakes her time to explain everything with much detail. I highly recommend her.

From the owner: Insurance and Financial Servicesread more

Having no credit history for the longest time, with a little patience, scheduled payments and great…read moreadvice from Credit Right , my credit scores dramatically improved. I would highly recommended any of my friends and family . Thank you !

Their whole team are not experts at what they do, at all. All they can do is send regurgitated…read moreletters monthly to the bureaus, crossing their fingers that something happens. I spend months and months of payments to them for them to fix my credit and nothing at all happened. Not even their so call last resort of utilizing a lawyer (not a lawyer, but paralegal) is fruitless and another waste of our time. Do yourself a favor and cancel your contract from this agency as soon as you get a bad vibe, which it will be as soon as the first month.

Jack was extremely rude on the phone and I'm not sure why. I called to see if they could help me…read moreamend a personal and business return. I asked how much they charge for that and he said "$2." I said, I'm sorry, Come again? He said, "$2. $1 and a $1." I said I didn't understand. He told me, "ok, gotta go" then hung up. Definitely would not recommend being disrespected by such an unprofessional person.

I've been searching for a great accountant and tax advisor for a year. I tried several and had so…read moremany issues. They were either too big or too small, typically they became unresponsive, even after charging me crazy hourly rates. Jack has been a pleasure to work with, his staff is amazing, and he's very responsive. I'm so glad I found the right team to help us with our finances.

I've never met a financial planner like David Treece. He really cares about people, and his clients…read moreare treated like family. It's scary when parents get old and doing the right thing doesn't come easy. But at Treece I was made to feel like everything would be taken care of, and it was. They knew the best people to call for everything like healthcare, assisted living and long term care that didn't break the bank.

From the owner: TreeceFi is your Retirement CFO…read more Financial advocacy for those aging alone and the LGBTQ+ community. Get honest answers to every question. No jargon or industry lingo. No pressure or sales talk. Maximize your income for life. Our job is to not only create a lifetime income plan for you but to also help you prepare for unexpected health care and long-term care expenses that may increase over the years. Gain a team who fights for you. When financial injustice occurs, we are strong advocates for our clients. Securities and advisory services are offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer, and a Registered Investment Adviser. Cetera is separate from any other named entity.

The best service I had in a long time doing my taxes. I can go to the office or do it from home…read more They sent me an e-mail with all the steps that I needed to follow to file my taxes correctly I was never asked these many questions before while filing my taxes with any other company I'm glad I came here. I was done emailing everything in less than 20 minutes got back to me the next day but exactly how long it was going to take and how much I was going to get. And they keep you up-to-date with the latest tax news and stimulus packages for business owners and self-employed people. Overall best service and up-to-date information on your taxes and services that they can do for you. Overall recommend this to everyone especially people that have their own business and are self-employed. Especially us bartenders

After several years of using another company that started to lose its personal touch, I decided to…read moretry Infinite Financial Services, the financial advice was sound and the return exceeded my expectations, I didn't feel rushed and they were able to maximize our returns.

Terrible. Used them for a few years for our entity and now different firm that costs a lot more…read moremoney but it was a big upgrade. It would take sometimes over a week to get an email response. The main person who handled our stuff didn't keep information straight and seemed constantly confused.

Gerri Lazarre has been my accountant for about 10 years. I am extremely happy with her services…read more Her concern and care about both my business and personal accounts goes above and beyond at every step of the way. I could not ask for a better accountant. She is professional and timely; constantly reminds me of my deadlines to keep me focused. I'm a happy camper and highly recommend her services.

WARNING! Do NOT do business with this firm…read more Incredibly incompetent team. Files my business taxes so late I was hit with THOUSANDS of dollars of IRS penalties. They would not take responsibility for them dropping the ball. (Even though I showed them proof of their errors). Then... After this, they never filed my personal returns either! Creating MORE penalties. They can't do their job. Don't go near them!

Carrie and her team has saved us thousands of dollars and doing the same for our clients. Couldn't…read morebe happier with Carrie and her team! Highly recommend and follow their advice to avoid penalties while saving money $$$