I debated over writing this review, being as I'm the owner's sister. Let me be very honest with…read moreyou all. We were raised in a family of honesty and integrity. In my life, I would genuinely not recommend a family member or friend for a job or recommend their business unless it was really that good. Money is so personal. I am forever grateful that I have one of the hands down best financial advisors in the world and I don't have to question one single thing he does. Not because he is my brother, but because he has a passion for helping people and constantly learning about his craft in a way that people just don't anymore. If for some reason I wasn't speaking to my brother, I'd STILL give him my money and recommend him to everyone. This man knows what he's doing. Look at his credentials, check out his history, it speaks for itself. But most of al, just schedule a meeting with him, get to know his heart, and you decide for yourself because that's what this business is all about. You need to 100% trust your financial advisor, it is very personal, and so you should take the time to personally get to know who you are considering. So while I'm so lucky he fell into my lap as my advisor, I truly do not feel that is why he remains my advisor. He is dedicated, trustworthy, and extremely intelligent. He listens to my situation and what I want to do with my money without judgment and partners with me to make my financial dreams come true. I feel bad for anyone who doesn't work with him.

The essence of this product is essentially "market timing." There's no data that this actually…read moreworks. As illustrated by the other review, Adam reserves the right to not listen to you about your trades. As in the other person's case, I lost a lot of money, in a much shorter period of time. I was uncomfortable with what was happening and wanted to change my portfolio allocation. They said no. Adam literally said to me "It's not like it's real money anyway." It certainly was when I gave it to him. I called the bank where he keeps client funds and had him removed as the manager from my account. I get the same portfolios, at a lower rate, and they do what I ask them to do when I ask them to do it.

We just had our initial meeting with Greg. We were very impressed with the information he shared…read moreabout his company and the honest concern about our financial future. Highly recommended.

VERY slow response time to my trying to open an account. Took 3 weeks to get an appointment and…read morethen 4 weeks after that for another response. First time I was informed my account rep mother had died the second time too many people on vacation. They finally got back with me but by then I figured if they were like this to new customers it would be worse after I opened a brokerage account with Legacy Group

I've been with Randy and Todd Martin for financial advice and investment direction for over 10…read moreyears, and they have "done me right" throughout that time. They often help out with willingness and concrete advice beyond the scope of their normal financial advising. They have helped me with estate-planning advice, the right actuarial service to use in evaluating assets, and I could go on...and I like the personal touch and connection I've developed with them over the years.

Howard was extremely knowledgeable and personable. He made sure we were informed throughout the…read moreprocess and we plan to go back to talk further about our goals and investments. Plus his dogs are super sweet!

My husband has been using Howard Slutsky's services prior to our marriage. When debating who would…read morehandle our first joint return this year, he won out. I was pleasantly pleased with the service. Ben was our point of contact and was extremely responsive, professional, and friendly. I had an unrelated question this past spring and he went out of his way to help steer me in the right direction; even made a call on my behalf. I would recommend this CPA firm to anyone who values great service!

We have always had excellent experiences working with the Chad Harris agency. The past couple of…read moretimes, Joey Harrison helped us, and he was fantastic. He makes it easy to find out and about and set up a new policy, and he is very kind and helpful. Lindsey, who answered the phone, was also extremely nice and helpful. They took my 3 calls after 4:00 pm on a Friday, too!

I had called and talked to Joey today to inquire about changing home owner ins since my husband has…read morebeen with Chad Harris agency for a long time, while discussing my home owners we discussed my auto policy too I'm happy to say I have moved both my home and auto ins. Joey was helpful and made the move easy.

First off, I have used multiple firms over the years. WG&C was recommended by my law firm as I…read morestarted having multiple issues with my former firm and was getting IRS notices. Josh and Team got my business and personal returns back on track and have been my and my business CPA experts since. I have been working with them now for over 3 years. Highly Recommend and have referred other business's to them as well. Knowledgeable, quick and a great value! True experts here!

Not only did Financial Comfort Consulting help me jumpstart my business venture, but I also…read morereceived the help I needed to restore my credit. Mrs. Houston is very knowledgeable about so many areas of business that I learn something new with each interaction. I would recommend any and everyone to this business.

I have used Arena & Harrison CPA's, Inc for the last 4 years for my tax return. Matt Ganz has done…read moremy taxes. He is so professional, kind, a wealth of knowledge. My taxes are a little tricky but are always completed in a timely manner. The staff is friendly as well. I'm so grateful for this CPA firm.

Beware! I passed…read moreover my tax documents to a Nick Arena (a CPA at Arena & Harrison) on 1/20/18, as soon as I received the necessary files from my employer. Although Nick said that he was free all of February it somehow took him until early March to finally mail me my prepared return (he offered to mail it since their office is 30 minutes away). Upon receiving the return I was asked to send it back because the CPA realized he could add another deduction - this was to be sent back at my expense. Upon reviewing the return I also noted multiple questions and concerns around various parts of the return, including that my student loan interest wasn't included. I mailed the return back on 3/7 and also followed up via email. There was no response via email or phone and finally A MONTH LATER, 4/2, I received the return via mail (extremely close to the tax deadline). When I opened the return NONE of the changes that I requested were made and no one reached out to me prior to mailing the return again to answer my questions, explain why changes wouldn't be made or to notify me that the original reason for sending back, the new deduction, wasn't going to be applied. Once again, I called multiple times and was finally contacted by the receptionist who informed me that the CPA didn't agree with my changes and the return was "accurate" from their standpoint. The accuracy of the return was extremely important because the CPA was saying that I owed thousands of dollars- clearly I wasn't ok with filing it with no context to the lack of changes and I felt unsure that the work was reliable. At this point I had signed nothing and paid nothing. So I sent the return back to the CPA (with USPS tracking) with a note letting them know that I was dissatisfied with their services and would be using a different CPA's services. I clearly didn't use Arena & Harrison's prepared files because I paid another professional CPA firm to file for me. The new CPA was able to do the return within 2 days and with a MUCH lower amount owed on my taxes. Now I've started to receive "past due" bills from Arena & Harrison. I called on 7/14 to let them know that I was confused as to why I was being billed because I did not end up filing with them and returned their files. The receptionist relayed that the firm partner told her "because they did work I am responsible for paying them". I asked for the partner to call me back directly and haven't heard back. (Once again, poor follow through.) I then filed a complaint with the Better Business Bureau and Arena & Harrison responded unprofessionally. They spent their time trying to make it sound like I was hard to work with (AKA-I was the root of the problem) and used up a large amount of "professional hours". They stated that the reason it took them so long to complete by return was because I kept emailing them new documents to use for my taxes - that is completely inaccurate. I met with Nick Arena on 1/30 and also hopped on the phone with him to make sure that he had what he needed. Luckily I saved all of the emails between us and can say with confidence that not only did I make things easy and provide everything upfront, but I was also very quick to respond if/when Nick reached out to me. I can also see looking through that threads that a LARGE portion of our email correspondences were of me following up asking for a status updates because the CPA was bad at following up or responding at all. My advice is to go elsewhere. I wish I would have done this myself. Arena & Harrison not only has communication/ follow through issues but they also have a clear lack of professionalism. I am shocked that they took the time to respond to my BBB complaint to make ME look bad as opposed to trying to rectify the issue. What they probably don't realize is that anyone reading that on BBB is going to take it as a red flag that they are unprofessional and have no accountability.