Melissa is great. I found her after my accountant of almost 50 years retired suddenly. She was…read morealways there to answer questions, and my return was done quickly and efficiently. I loved working with her and would recommend her in a minute.

I love that 805 Accountant makes bookkeeping and taxes simple for the small business owner. Rarely…read moredo you get partner-level service from bookkeeping to tax planning/preparation services. Look no further for your financial needs!

Went to a couple financial offices to talk about starting a Roth IRA. I felt the most comfortable…read morewith LPL, they really knew what they were talking about and made me feel like i was making the right decision going with them. They have a program that involves risk and really opened my eyes about the amount of risk I'm willing to take. Anytime i have a question they're available and respond quickly which is a big plus to me. Would recommend them to any of my friends or family looking to invest!

I engaged Bob Carey to prepare my corporate return and anticipated working with him on my personal…read morereturn as well. The corporate return was prepared accurately and within the fee range disclosed in the engagement letter, which I paid promptly. However, when I asked follow-up questions regarding differences between his methodology and that of my prior CPA, the interaction deteriorated significantly. During a phone call, he raised his voice ("I don't need to take this crap...I'm DONE, OK??"), used hostile language, and abruptly terminated the call. Within minutes, he returned my personal tax documents by email, effectively ending the engagement during filing season. While his technical work on the corporate return was satisfactory, I found the communication and professionalism during this exchange deeply disappointing. Clients transitioning from another CPA may reasonably have clarification questions, and I did not feel those were handled constructively. Others may wish to consider communication style carefully when choosing a tax professional. Now I have to find someone new right in tax season with no referrals and no smooth transition.

I was referred to Liz by a fellow hairstylist. Can't begin to describe how thankful I am that I…read morefound her. She helped me get organized with my finances and small business. She assisted me with retirement planning and saved me from paying thousands in taxes. Shes my girl!

What better review can you give someone then to say, "I trust this person with my money; and thus,…read moremy future." Well my wife and I do. Debbie and Jennie are a dynamic duo and we enjoy coming in to see them, which makes this very important process a lot less stressful and a lot more enjoyable. Whether you invest $1,000 or $100,000 they give you the same level of attention and service (trust me I know because we've been on both ends.) There are two boxes You have to check when choosing a financial planner, 1. They have to be knowledgeable 2. They have to have YOUR best interest at heart. Check and check. Check out Debbie and Jennie before you invest a dime.

Absolutely love Deb! Always helpful, honest and will make time to see you whenever you need. He…read moreassistant is fabulous as well. Highly recommend for your financial needs and retirement planning!

I've been working with Mike for a couple of years now and he's given me some very good financial…read moreand marketing advice, he's even referred several clients to me for my design business. He's a very nice guy and seems like a person who really just enjoys helping people. I'm really impressed with his savvy and enthusiasm for teaching and showing people what he knows in person and through media.

Michael moved some money over for me from Fidelity and he was very helpful with the transition. I…read morewasn't getting any help from Fidelity and I wanted a local financial advisor that I could meet with and get help making decisions. I found him by going to napfa.org I was looking for a fee only financial advisor. I am happy to refer him to others as I had a very good experience.

Absolutely -- here's a polished, genuine-sounding review you can use:…read more I'm extremely grateful for the help and support I received from my bankruptcy attorney. From the beginning, they took the time to explain everything clearly, answer all of my questions, and guide me through the entire process. They were professional, patient, responsive, and truly cared about helping me get through a very stressful situation. Thanks to their knowledge and dedication, I felt much more confident and comfortable throughout the process. They made a difficult experience much easier and helped me move forward with a fresh start. I highly recommend this bankruptcy law firm to anyone who is looking for an experienced, trustworthy, and compassionate attorney. Thank you so much for all your help!

Dealing with debt can be extremely stressful and scary. Michael and his team made going through a…read moredifficult time so much better. Michael came up with thoughtful, innovative ideas to handle my situation and helped me out immeasurably. His experience and relationships working on 4000 debt cases showed. He came up with an affordable, tailored strategy that helped me out of a very tough spot. Most of all, Michael cares about his clients and it shows. I cannot recommend Michael and the Financial Counseling Center strongly enough. Highest recommendation. Good people you can trust.

Gabe listens to his customers. I have NEVER liked ANY Financial Planners. He is literally 1 in…read more1,000,000,000. You will not be disappointed for taking a meeting with him and you will definitely not be disappointed in investing in his services. Looking forward to getting rich! Thanks, Mr. Swan!

From the owner: Retirement is stressful for a person to deal with on their own, but this major life event should be…read moreeasy to navigate. With the right amount of help from the right team, planning your retirement can be made simple. When people are looking to retire and leave their careers behind, they trust Swan Retirement Planning. We are a premier retirement planning firm with more than ten years of experience in banking and finance. We help people maximize their social security, finance long-term care, and are open to having discussions about anything related to life insurance. Call us to begin your smooth retirement process!

I've had nothing but great results from my relationship with Schwab. I have a "personal " advisor…read moreand she's been very helpful.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

I've worked with Ryan Gomez the past 5+ years from when I was entering the workforce to now being…read morewell underway in my career. He is responsive, knowledgeable, and able to map personal goals to financial milestones. Highly recommend and I look forward to continuing working with Ryan.

Brett Sifling of Gerber Kawasaki recommended transferring my investments languishing in other…read morecompanies to more profitable companies. His expertise increased my wealth by at least 60%. I do not need to worry about having sufficient money to fund my lifestyle or to gift my children and grandchildren. I am grateful. Ola B.

Pray you never have an on the job injury with State Fund the assigned insurance company. They will…read moreput you through the ringer and deny all medically necessary treatment despite your injury being an accepted claim. You will be treated like a criminal with their repeated use of hack doctors, who they pay highly, to say that your 1000 fine although having suffered a catastrophic injury. Be sure to retain an attorney to assist you because State Fund is horrible.

Best company to work for ever! They've been around since the beginning of time and treat their…read moreemployees great.