Great tax and wealth management advice. Personalized and timely service. Blake goes the extra…read moremile. He cares about me as a client.

I found Blake off of yelp years ago and have used him for our taxes ever since! Great in saving us…read moremoney and fixing our past returns where we missed things. You do have to put in the work filling out the spreadsheet with the info he needs so don't think you can just give him a box of receipts and do nothing! You get what you give! Highly recommended

This was 1 of 3 firms I interviewed before making the final decision to handle our planning. The…read moreteam was more than patient with me and added value every time we met. The key for me was they never tried to sell anything, they were more educational and I highly recommend them.

We used Insight to create a comprehensive financial plan that has really helped us better…read moreunderstand our current financial situation and get us on the right track to retirement while also targeting other investment goals along the way. Bruce Robertson has been a pleasure to work with and very helpful in guiding us through the process to make sure we were comfortable and all of our questions were answered to our satisfaction.

I love this guy. I went with my husband to talk about the best way to invest our money and…read moreretirement. We had been to other financial advisors but this man is honest and knows what he is doing. Easy to work with, explains things well. i recommend him highly.

From the owner: As your financial planner, my goal is to provide each client with realistic financial advice to…read moredevelop the best retirement planning strategy that is right for you. It starts with developing life budgets to fund tangible, lifetime income solutions in retirement. From 401k rollovers, IRA transfers and tax free retirement plans, to pensions plan rollovers and life insurance planning, I am here to guide you in the right direction. I have been helping clients, across the country, to protect and provide a financial legacy for their families for nearly 20 years. Take control of your financial future today. Call now!

One of the best brokerage firms in America. Amazing customer service and a range of products and…read moreservices for everyone.

Inefficient , can't get anything done in one visit ,no customer service , not sure why Schwab not…read moreprovide a competent banker ? We have to deal with rude receptionists to get work done. Very disappointed , went there 2 times to get an account opened , first email received some info I was missing went back , gave the details , they had even missed one full form . 5 days since still pending , no movement at all on the account opening !

I found Infinity Financial through luck. I was surprised by the level of expertise. Customer…read moreservice is great. I have an MBA I know.a good financial services. When I see them. My gut was right, I left lasts years return and. David found 996$ that had been left on the table. Infinity offers a wide range of services to individuals and businesses. I can recommend

I dreaded coming here because we talked about the same thing over and over and when its done, he'll…read moreask to check-in on FB or want to take a picture of me at the office. He'll even ask again if I checked-in before I even stepped foot out the door. I finally had to tell him that I am not comfortable with social media knowing my location. He never harassed me about it again. The first time I came here, I was interested in what David has to offer b/c after receiving a letter from the IRS, it feels intimidating and I wanted to be sure to take the RIGHT steps to handle this case correctly. Before coming to Infinity, I read the notice from the IRS thoroughly to be well-aware of my situation and what I can do to fix it. I was told David just started the business and that he could help me with my tax situation when I was well aware I could have taken the steps myself by following the SAME instructions that was listed on my IRS notice. But here I am, helping him market his business. Throughout the times I was scheduled to meet with him, at some meetings I had to give him some papers and some meetings he just spoke in circles. He never once discussed HOW MUCH each step was going to be or if I wanted to proceed with them. Instead, at our LAST meeting, closing up on my tax case, he tells me the fees and changed the price a few times infront of me which makes me feel very uneasy, and it was a grand total of $500. Oh! And then he'll seal up the paperwork and place it in a Priority Mail Flat Rate envelope and have you pay for the shipping rate and drop it off at your nearest post office....... My dad had a similar case as me and all my brother had to do was call the IRS line and they'll guide you through the process, FOR FREE!

After going to several enrolled agents and CPAs, my brother introduced to this office and I am very…read morehappy. I met with David to explain about my IRS problems. For some reasons, I was constantly getting letters from the IRS with an increase in my tax bills and errors with my returns. I did not know the reason for this. David assess my IRS correspondences and knew immediate the solutions. He gave me several options and was able to get my business straighten out with the IRS. I have not had any other issues with the IRS since. His office has been extremely helpful and all contacts were professional. David even assist me in restructuring my business to a Corp to Corp and saved me a reduction of half my tax bills. I am glad I finally found a CPA that I trust completely. And his advice and insight are invaluable in helping me understand all this confusing tax stuff.

I was looking for a new CPA and found David with his amazing staff. And Thank God for these Tax…read moreProfessionals! They make filling your taxes easy and the customer care from Wendy is caring and welcoming. Even though filing taxes can be stressful, these Professionals take that burden off of you! They are a True Blessing

To make the community aware of the professionalism of King Property Management, I am sharing the…read morefollowing email chain between myself and a property manager at King. After the exchange below a conversation was held with the company's owner, Eddie Parise, who when asked for an apology, he refused, but agreed to send me an email, which never came. Additionally my request, the last segment was ignored. If you are looking for a management company for you HOA, I would look somewhere else. Read on.. Hi Lisa, Somehow I have been unable to find the annual meeting minutes in my mail account.  Would you, please, resend.  Thank you. Karen Karen Krey __________________________________________________________________________________ Hi Karen.  Thanks for your email.  I don't have the minutes from the annual meeting done.   I'll get them done over the next month or so and distributed. Thanks, hope all is well with you and Walt. Lisa Porter Senior  Manager King Property Management 720 N. Post Oak Road, Ste 300 Houston, Texas  77024 lisap@kpmtx.com ___________________________________________________________________________________ You've got to be kidding... 4 months after the fact.  We usually receive them within 3 weeks. Karen Krey ___________________________________________________________________________________ Karen - no, I am not kidding.  And it's two months, not four. When I was deciding whether or not to take the contract with Chevy Chase to manage the community, I had a meeting in person and explained the way that I work and that there are certain elements that affect that decision. Your emails to the board, the community, and me are often derisive and nonsensical, without an effort to be helpful or in support of the community.  I conveyed in the meeting prior to agreeing to take the contract, in the presence of many other owners, that I am not going to deal with nonsense and a contrarian attitude from one household.   The minutes are not approved until the next annual meeting, a full year later.  You were present at the meeting and aware of what happened.  Meeting minutes for a year later are not top of my priority list.  Billing, invoicing, a special assessment, major landscaping projects and are more have been pressing and important.  Additionally, you are not aware of the time spent on other matters for the community. Please know that I have reached my limit in responding to emails that aren't helpful and on top of it, are frankly, insulting and not a good use of time.   I will continue to include you along with other owners on community announcements.  Unless there is some HOA matter that I may assist you with, I will not further respond unless an actual issue exists. Lisa Porter Senior  Manager King Property Management 720 N. Post Oak Road, Ste 300 Houston, Texas  77024 lisap@kpmtx.com ___________________________________________________________________________________Lisa, At your earliest convenience, please forward to me and the board, all of correspondence that you deem to be, " derisive and nonsensical, without an effort to be helpful or in support of the community". I believe your interpretation, as an employee, may be different than an actual homeowner, and dues paying member of this community. I look forward to your reply with all attachments.

This is pertaining to the property at 2131 Goodrich Avenue # 11, Nashville, TN, 37218…read more Do NOT recommend! Overpriced/Filthy! Be prepared to climb many, many, many steps! Definitely not handicap friendly! The owners kept the elevator locked. This location is not in a very good area. These units look like a modern day project! Cheaply made! The decor inside was minimum and nothing fancy! Very plain, cheap decor. The unit itself had one plastic trash bin outside by the garage door, we arrived Friday around 3pm the trash bin was already overflowing and trash everywhere! We had no where to put our trash from the weekend. It was not clean! We paid a lot of money for two nights and we could not enjoy the hot tub or roof top because it was FILTHY out there and the water in the hot tub was disgusting! It smelled terrible. Not enough towels or wash cloths for the number of people that is advertised to sleep in this unit. The towels/cloths that were available were very old and all mismatched. Nothing was nice! Property Management had very poor communication with barely any follow up. We had problems with the office billing us twice for our reservation. It took over a week for anyone to respond about the double billing and very little urgency in returning the overcharge. We are talking over $1000. Not everyone has that kind of money sitting in the bank waiting for a rainy day! Other reviews are not being honest! The pictures posted look better and are not accurate! Maybe the pics were accurate when the property was first opened. Not anymore! The property management did not even try to make things right with us! They received our money and that is all they cared about! I do NOT recommend this property at 2131 Goodrich Avenue # 11, Nashville, TN, 37218.

Professional, knowledgeable, thorough. Excellent in every way. I was walked through the process…read morewith an excellent outcome for my mother.

These folks are terrific. They walked me through each step of the application process, made certain…read moreI understood the steps involved and checked in with me to make sure the case was being handled. Our application was approved and Mom is receiving the benefit. 5 stars!

Very responsive. Easy communication. Thorough tax preparation. Recommend his services for taxes…read more Will use again in the future.

William's response time was great. My Taxes for 2025 were stress free and I would recommend his…read moreservices.