McDonough Capital Management, and Ed and Shannon are wonderful to work with. Their investment…read morestrategy makes sense and we are reaping the benefits. They are excellent to work with. Their attention to their clients and to details as well as the big picture are outstanding.

The McDonough team did a thorough analysis to get me started with the right risk-level of…read moreinvestments. We didn't just dump money randomly into the market - they use a great methodology to target my investments. And they are available for routine reviews and updates. I'm pleased with the relationship and results.

We have worked with Blackadar Agency since 1981, and they are excellent. Jo Riley is our agent. She…read moreis always working for us to save us money. This year in particular, when she reviewed our car insurance, she contacted us to tell us that we could save over $500 for a six month period by using a different company. She is also excellent with personal follow-up. She had contacted us originally when we were out of town and I didn't see the email. When she didn't hear from us, she contacted us again before we had to pay the other company's next premium. Excellent service.

They are not accepting new business because of market conditions. Then, the question is why are…read morethey still in business? Although, they did finally call me back to let me know. However, it was a complete waste of time.

I highly recommend John J. Rooney, CPA. John goes above and beyond what I ever expect a CPA to…read moreachieve. He was ever patient as I pushed back our meetings several times due to time constraints. We also implemented several tax savings strategies that he suggested.

John looked over my tax return another preparer completed. He explained all of the questions that I…read morehad and even noticed areas where I can save money.

Every time I called J. Cardona Insurance or walked in unannounced, they always got a smile and good…read morereplies! They do have the confidence that they can 'get you the best price offered that can be presented around' and so far so good. I got some other people, and they are satisfied with Cardona's, too!

I called Jorge for a homeowners insurance quote. I told him I'm shopping around. He asked me why…read moreI'm wasting his time, because I was shopping for a good policy. The conversation was only 10 seconds. I would recommend people to stay clear of someone with this mindset. This guy shouldn't be an insurance agent.

Phil has a vast knowledge of the financial world. I love how he explains things in a way I can…read moreunderstand and never tries to push me in any particular direction. He is wise beyond his years, yet young enough to stay on the pulse of current and upcoming trends. I'm always impressed speaking to him. He also is a great guy who is very involved in the community. I trust him with my money and consider him not only my advisor, but friend.

Phil is the best financial advisor I have found. His method, approach & techniques to help you save…read more& invest your money are unique & they really work!! I use his services both personally & for my business. I don't make a financial decision without consulting him. If you want to get on track, stay on track & be successful choose Phil Henry, you'll be glad you did!!

Zuzana Harper is the ultimate professional. Regrettably we needed professional counsel and…read moreintervention on overdue taxes. I spoke with a large number of consultants - tax attorneys, CPAs and enrolled agents. I am sad to say there are many consultants (with all the trappings of a professional firm) - promising you fantastic outcomes - better than you could have hoped for or imagined - and asking for very large, non-refundable payments up front. Good judgement can be clouded by anxiety and fear, and I almost fell prey to one of these consultants. Luckily, I slept on it, woke up and started searching again - and this time, landed on Harper Tax Solutions. Our tax matter has been negotiated. Zuzana has provided careful, thoughtful guidance throughout the processes. Her detailed analysis of our situation and her efforts on our behalf with the IRS have resulted in a fair and realistic solution. Zuzana was thorough, informative and pro-active. She was able to answer every question I had with accurate, detailed and easy to understand information, providing clarification and guidance that others could not. She was able to anticipate the IRS's requests, and provide realistic advice with our best interests at heart. She is extremely savvy when deciding how best to share information with the IRS and negotiate resolutions. Her command of the tax code is impressive. It is abundantly clear that her professionalism and knowledge garner the respect of her clients and the IRS agents she is working with on their behalf resulting in the best possible outcomes. Zuzana Harper is immensely professional, knowledgeable and kind. She is providing us will ongoing monitoring with the IRS and tax consultation to ensure we never have a misstep with the IRS again. I cannot convey the degree of stress reduction, renewed hope, and confidence I quickly came to enjoy as I began working with Zuzana to resolve our situation.

Excellent service from Zuzana! I received a letter from the IRS that said I owed taxes because of…read morean HSA distribution change the IRS made on my tax return from 2 years ago. The IRS said I owed them almost $2600 but I didn't think it was correct. Instead of me wasting time trying to figure out what was wrong, I called Harper Tax Solutions. After speaking with Zuzana (an Enrolled Agent), it was clear she knew what to do. I sent her the letter and she took it from there. Zuzana was able to determine why this happened and she was able to fix it! Within 2 weeks we received a response from the IRS saying I no longer owed anything, including penalties and interest! Awesome! I don't normally write reviews but the service was beyond exceptional and she took the stress right off my shoulders. I highly recommend these guys if you need any help with taxes or dealing with the IRS. Zuzana definitely knows what she's doing!!

Just recently purchased my bond and insurance through Ashton Agency,and it was a great fast…read moreexperience. The ladies were wonderful to work with and very friendly. I read the review on this place after i purchased my bond and decided to let people know how my experience was. They gave me great rates and a great experience. thank you ladies again !