They do everything financial and have CPA's on staff. They specialize in consulting with medical…read morebusinesses, business advisors, retirement planning, and taxes. Neil Rosin is who takes care of us, but they have a LOT OF TOP QUALITY folks on staff. What's more is they are very reasonable and have been around for 20+ years. They were formally Physicians Advisory Group. I'm looking forward to them setting up my LLC!

In my opinion, unprofessional bordering on unethical. This firm left me high and dry. They had…read moredifficulty forming a corporation in my state of residence due to lack of knowledge, costing me extra money in expedited fees and almost ruining a clinic purchase. They later filed an extension for taxes for me this year and then abandoned me to complete taxes on my own after the fact. All this after paying a monthly fee for 6 months which they refused to return even in part. A lot of promises, little in the way of service and results. Please be very cautious in dealing with this company.

I HIGHLY recommend Ms. Potts. I have referred people her way for years. I met Reagan about 15…read moreyears ago. She inspired me then and still does. She's an excellent financial advisor, trusted and will not disappoint. Although, I have not visited her office in years, I trust Reagan because she continues to shine and give great advice to those she serve.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Destiny Infinity helped me save a lot through smart tax strategies. They even educated me on how…read morethese strategies worked when I asked. For years I had not been able to take advantage of some of these tax saving plans and I am finally relieved that someone was able to show me. They told me about the distinction between a roth IRA and a traditional IRA and about which one would best suit my needs. It looks like I will be retiring much sooner than I thought!

From the owner: Destiny Infinity, Inc specializes in Debt Settlement, Credit Repair, Financial Placement,…read moreBudgeting, and all Financial Planning and Needs.