Joe Laux has been our family's investment manager for several years. My wife and I grateful for…read morethe expertise that he and his Partner wield in effort to serve our needs. The clients I've referred to Joe also rave about their service and more than that Joe's character. He is trustyworthy, smart and fun to work with. More than anything I'm grateful for the 'Financial Peace' that we are achieving with Silverhawk's help.

I have never met or heard someone speak like Kaitlyn, as she is so passionate for helping others…read more She is truly one of the best people that you could have working for your money and assets. She is a very ambitious woman with a heart of gold. Thank you Kaitlyn for all you do!

This firm comes highly recommended. I have used Hopkins Tameron for the past 4 years and hope to…read morecontinue for many more. They help me with my tax planning for both my business & personal tax returns. Customer service is top notch. I have full confidence in their knowledge and technical skills in the tax preparation. I love that I have no surprises on 4/15 every year. Thank you Hopkins Tameron Hostal CPA

From the owner: Tax Planning & Consulting Estate, Trust & Gift Planning…read more Wealth Management Government Inquiries & Audits Financial Statement Preparation Accounting & Computer Consulting Tax Preparation Retirement Planning & Consulting Certified Public Accountants CPA Certified Financial Planner CFP

It's Jan 1, 2026, and Vanguard's Online system is down…read more I just want to download my 401K data, but no access on a holiday? For a system that's mainly automated, this is pretty weak.

During training....never saw or spoke to any managers to get a WELCOME. Usually that is the norm in…read moremy work history. The turn over is high. Information passed around is always confusing when helping clients due to so much personnel movement and new hires. You get tons of tools to use but they throw it at you in speedy training courses they have for new hires. One really feels lost and tries to fake it til u make it or get a new job elsewhere. Smh

retirement plans seem to be doing well. They were incorrect when they said my wife's doctor was no…read morelonger in her plan. Called Blue Cross and they could not figure out why they said that so I guess you had double check the medical recommendations.

Do not seek advice from David Schaffer. He is extremely arrogant & omniscient. He makes false…read morestatements. If you are ill, he could care less! There are many qualified advisors who are kind, competent & not full of themselves. He is in charge & not interested in what you think or want. We need more kindness & a lot less arrogance!!!

I've been through so many financial advisors I was about to give up. Schooner financial has…read moreexceeded my expectations in every way. My portfolio is no longer something I worry about. I highly recommend a money manager and this is the best place to find one.

It has been said "Service is the basis of all worthy endeavor " Schooner Financial is living proof…read more I have been associated with at least a hand full of Planners and it seems that the hand was always turned up to receive. I was referred to Schooner by a friend and could not be happier.I appreciate the return I have received on my investment but on an equal basis if not more is the service, communication,education I have received and continue to receive. They have earned my trust and my loyalty through their efforts, great communications and most important results.

Brandon was extremely helpful in finding our family a reduced rate with our car insurance. We are…read morepaying less and receiving MORE benefits than we previously did (such as rental reimbursement and glass coverage). This is saying a lot as we have 3 teen drivers! He also helped us pay less on our homeowners policy. The process was seamless and I have great relief knowing a professional has had eyes on this important financial piece of our puzzle. Thank you Brandon!

I've always been an entrepreneur so health insurance has always been a challenge. A friend…read moreconnected us to Ryan and he was the best!! He laid out all our options so we could compare and gave us great advice for what would work best for our family. It was great to speak to someone who does this everyday and we can count on as our business grows.

Eti is great for our window coverings business! Her expert bookkeeping services have given us a…read moreclear picture of our finances, helping us make informed decisions and stay on top of our cash flow. Her attention to detail and fast communication have been invaluable.

From the owner: Helping Business Owners Focus on Growth While I Handle the Numbers…read more Managing your business finances shouldn’t be a headache—it should empower you to make informed decisions, increase profitability, and grow with confidence. That’s where I come in. As a QuickBooks ProAdvisor and financial expert, I help business owners streamline their bookkeeping, optimize cash flow, and gain financial clarity so they can focus on what they do best—running and growing their business. How I Help You: 1. Accurate & Stress-Free Bookkeeping – Say goodbye to messy books and time-consuming reconciliations. I ensure your financials are accurate and up to date. 2. QuickBooks Consulting & Setup – Whether you're new to QuickBooks or need a system cleanup, I’ll customize it for your business needs. 3. Financial Reporting & Insights – Get clear, actionable reports that help you track performance and make data-driven decisions. 4. Cost & Profitability Analysis – Discover where you can save money and maximize profitability. 5. Reliable, Professional Support – I act as your financial partner, offering expert guidance so you never feel lost in the numbers. If you’re looking for a trustworthy, experienced financial professional to take bookkeeping off your plate and help your business thrive, let’s connect! Contact me now for a free evaluation of your books!

In the beginning as a new customer it was great. everything went smooth until....... I asked them…read moreto run a credit check on a company. long story short. if you need anything outside of the automated system. they suck. If it's not simple and easy. If they have to get out of their chair for you. Your service goes down the toilet. I have countless emails I've saved dealing with this company. they held my money hostage even though I didn't even factor with them anymore. Plus still charged me like I did factor with them. I will never use another factoring company due to this companies bad practices. I stopped using them for 8 months. Made sure there was no pending payments. They still made me stay in contract with them. After I told them I no longer wanted to do business with them. Then they wanted to charge me another fee to leave them. Saying it was for the removal for the ICC filing. Well 6 months later guess what?? I still get calls due to the ICC filing. I reached out to PCG and all they said was they dropped the ball and took care of it today. lol. Can't make this up. This company is horrendous and should be allowed in business.

Stay away from them! My company worked with them for 6 months now, experience is horrible, TBK is…read moreway better in case you need factoring. Even RTS looks more professional than PCG. If i could i would give them 0 stars review! In these hard times instead trying to find a solution they dont care at all, they are keeping us like hostages with their stupid contracts and hurting so many families who are depending of us..... RUN AWAY BEFORE YOU GET IN TROUBLE

Awesome company! Zel Capital will protect your wealth, grow your wealth, and show you how to…read morediversity any portfolio to maximize your ROI!