I've known Denis personally for a number of years when we were members of a civic group and always…read morethought of him as a reliable and trustworthy friend. After my divorce, I needed someone who I could trust and rely on to handle my finances and give me guidance through the divorce process and my future security. I chose Denis because I felt he always had my back and best interests first and foremost. He may have a lot of clients but I always feel that I am his only one. Our discussions are always about what I want to do in my retirement and he seems to always have just the perfect game plans to make it happen! I've never felt any pressure to invest or to make any choices that make me feel uncomfortable going forward. Telos Financial and Denis have never over promised performance, however they have surely delivered what I need and more ! Thanks to him I can worry less about $$$ and more about places and things to explore.

My husband and I identified multiple financial planning/wealth management firms in the area and…read morescheduled free consultations with each. Dennis Lavoy at Telos Financial was our top choice. He's a very easy person to talk to and extremely knowledgeable. We also liked that he offers several different options for working with him. We ended up choosing to consult with him on an hourly basis and the advice he has given us has more than covered the cost of his time. We highly recommend Telos for anyone looking for an affordable, low-pressure financial planning expert.

Outstanding service and great place to get your insurance. I always feel like they go the extra…read moremile to help me get the best price for my insurance. Bobby and his office make me feel like I'm apart of something bigger then just taking my money and sending me away with nothing to show for it like other companies have done in the past. Being a single parent of two kids one of special needs I can't be spending extra money on a bunch of bs just because. They always take the time for me when I go to the office where others didn't. I would recommend them for everyone. 5 stars indeed!!!

Best in insurance by far! Will be recommending to family and friends! Statefarm has by far exceeded…read moreand met all my life, health, auto, and home insurance needs!

Did not have the positive experience others here had. I was referred to this CPA and started early…read moreto beat the April crunch. Began to wonder what was going on when I wasn't getting any communication, except for some questions - half of which had answers pretty clearly covered in the paperwork I had provided. Long story short, 5 weeks later when I heard yet another odd excuse why things weren't moving along I decided I better bail and find someone new. Got a new recommendation from a colleague. New CPA had my returns done and filed 4 days after our first meeting with just a couple (relevant) questions. When I went in for signing he said "I wish all my clients were this prepared." The friend who originally referred me to Mr. Borawski has now switched over to the 2nd guy too. Anyway, glad things are working out for some others but I wish I hadn't wasted my time.

I have been using Brian's tax preparation services since my mother passed in 2012. Brian lead us…read morethru the tax ramifications and filing issues when we disolved her estate. He did an excellent job and always takes the time to explain the tax issues. We have used his services every year since 2012. Over the past few years, Brian has been a huge asset for us as we are now retired and have been taking distributions from IRA's. We highly recommend his services.

incredibly helpful .explains all my options. very knowable …read more I would highly recommend to my family and friends

Jani is always on target, prompt and responsive. At times he "anticipates" your questions and needs…read moreand provides the information before you even ask it. Great service !

First impressions matter and Troy Accounting failed miserably. I called to request a consultation…read moreto open a business, arrange for ongoing bookkeeping and payroll with Troy. I was going to order a whole array of services. However, the ladies on the answering service somehow failed to secure my appointment. Even after I called twice, and two different people got my information into the system, I never received an email confirmation. When I called for the third time, I was told just to call in at the time of my appointment that someone would be ready to help even if I didn't receive the email confirmation. Of course, that was the wrong information. I called at my confirmed time and got a "let me see if someone is available". I moved meetings around to be available for this call and I was baffled by the lack of respect. The ladies were very polite and helpful, but something is broken with their reservation system or Troy just doesn't care that much. I would skip this one.

We have just used their services for filing our 2020 Income Taxes. We had an unusual tax year with…read morethe sale of a vacation property in Canada. These professionals knew how to handle our concerns. Good work at a fair price.

I have been using State Farm and been working with Mr. Harris since before he opened his own State…read moreFarm Agency. He is by far the best insurance agent I've ever had. He takes great care of his customers. He doesn't push insurance you don't need and helps in finding major savings! I highly recommend!!

Alex and Tish were awesome to work with throughout mortgage process. They were both extremely…read moreprofessional and responsive to our requests for assistance and support. The team at Ross Mortgage, especially Alex, Trish and Carrie, were able to close our new Mortgage in less than 30 days. I would highly recommend them to anyone seeking a new Mortgage or Refinance.

This company has closed all my loans with skill. Tim Ross runs a great company. They truly…read moreexemplify professionalism

I had an excellent experience with Keeps the Balance. They helped me with my taxes and made the…read morewhole experience stress-free. I've recommended them to a few of my friends that own businesses in need of accounting support and have heard nothing but good things in return. They walked me through everything, handled the details. This is a friendly, fast, and professional service!