Calicia is always so helpful and has so much knowledge. Very attentive and has a great attention…read moreto detail.

From the owner: I provide reliable, cost-effective bookkeeping services designed to help small businesses stay…read moreorganized, compliant, and financially healthy. Whether you're a freelancer, startup, or established small business, I tailor my services to meet your specific needs, so you can focus on growing your business with peace of mind.

Our CFP recommended them and we initially spoke in a conference call and felt confident with their…read morelevel of experience and professional acumen. They filed our 2023 taxes and we were pleased with their focus to fully understand our financial goals as we went through the preparation process. We plan to continue with their service for the 2024 tax season and beyond.

I would say that Logan, Bowyer is knowledgeable, thorough and responsive. I would highly recommend…read morethem to other businesses.

Jack Kennedy is an extremely knowledgeable financial planner. I am an accountant that has been in…read morepractice for 22 years. I refer all of my clients to Jack when they ask about a financial planner. Jack simply cares about the client. Having your account with a firm like JB Meridian means that you aren't going to be put into investments where the broker makes a large commission. Most brokerage firms use salespeople that have no knowledge of how the market works. From the first time you meet Jack, he will impress you with his knowledge. I am not only comfortable referring my clients to Jack, Jack is also my personal financial adviser.

From the owner: Investment Accounts, Traditional IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs, Corporate Accounts, Trust…read moreAccounts, Investment Groups & more

I've invested $25,000 dollars with him, and now every time I call, he either ignores the call…read morecompletely or texts me that he's in a meeting can me call me back. I say yes, and then he never calls me back. I am think I'm going to have to hire a lawyer to get my money back. Beware.

Jim Perkins helped me with all my financial issues, and set up a retirement plan that suits my…read morelifestyle! I highly recommend going to see Jim!

From the owner: Helping Navigate Financial Peaceread more