Phil and I did a 1-hour consult, and it was so informative. He really took his time to answer all…read moremy questions and explain the things I didn't understand. His knowledge in this industry is so valuable. The most incredible thing to me was the follow-up email he sent of resources for my next steps and a recap of my personal priorities he and I mapped out on the call.

They say that 43% of first time marriages end in divorce and 38% of those marriages end because of…read moremoney problems. My husband and I got married two years ago and were on the same page for just about everything EXCEPT money. While we had good spending/saving habits (no debt, lived on less than we made). However, things like tracking the budget and deciding what money items were important to our household.... were a mess. I found Julia and Art of Finance from their PBS web series on YouTube, Two Cents and was thrilled to see her vivacious personality and willingness to cut through the BS wasn't just an act for the camera. My husband and I made the financial commitment to sign up for Cash Flow Coaching with Julia and Kara, and while the initial stick price left me questioning, I can say it's the best money we've spent since being married. Art of Finance gave my husband and I a shared language and sense of ownership over our budget and money. They helped to prompt questions and discussions on what we wanted OUR lifestyle and money goals to be as a newly married couple. Because of cashflow coaching, my husband (the nerdy spreadsheets guy) learned to let go of full control of our finances and we were able to work together as a better as a result. And me (the fun person who hates spreadsheets) has learned to take an ownership piece in our finances and use a budgeting software that makes us both feel informed on our money decisions. Regardless of if you're single, newly married, or have been married for years, I would HIGHLY recommend joining up with Art of Finance and making the commitment to get your budget right and stop stressing about your money. P.S. Shout out to Kara who's a tech wiz and fixed all my budget software problems. Even if we hadn't gotten any coaching, she would have been worth the cost of the course herself.

Corn & Corn is professional, responsive and extremely helpful. Highly recommend! They'll take care…read moreof all your accounting needs & they make tax season as pain free at possible.

From the owner: Founded in 1977, we are a public accounting firm that provides services for nearly every aspect of…read morefinancial life. We specialize in individual and business tax planning and preparation, estates and trusts, non-profits, business start-ups / formation, mergers and aquisitions, and financial and real estate investment.

Small update update about negative experience I had today. I asked if my physical address was…read morecorrect and was told I could take care of this in the app. OK. Well, I was standing in front of the teller. Why couldn't she check it? It ended up becoming a huge process for two employees to figure out how to update the address (it was wrong in the system); I was told again it would be easy to do in the app and that they use it. What happened to customer service? I don't have the app. I don't want their app. I finally told them I'll gladly take care of this with online banking. The employee confused with the computer system looked relieved.

Rude customer service- he asked for my entire social security number- I said 'no' - you guys called…read moreme - maybe this is a scam? Employee became belligerent in my opinion - I asked for supervisor- told there was no supervisor- asked for name of person I was speaking with- he hung up

I was really happy with the knowledge, personal attention, and the level of service that I got when…read moreI contacted 360 Net Worth and worked with David. I am a member a small Firefighters Association and needed somebody who could take time to help with our unique financial situation. David was passionate about helping first responders and willing to invest the time needed for the job. He got back to us quickly with easy to understand results that we could move forward with.

Do not trust. Completely unprofessional and failed to deliver what was paid for…read more I hired David Disraeli (360 NetWorth) for estate planning and asset protection, paying a $2,200 fee. He boasts a "Satisfaction Guaranteed" policy on his BBB page, but his actual business practices are completely deceptive. After taking my money, he admitted in writing that he skipped critical phases of my estate plan--failing to review the documents with me, provide instruction, or offer the advice I paid for. Instead of finishing the contracted work, he spent our meetings aggressively trying to upsell me on unauthorized legal services for an eviction issue, demanding an additional $1,000 to file court documents despite admitting he is not an attorney. Furthermore, he engaged in highly concerning privacy practices by secretly adding a secondary account to my private Dropbox folders and taking ownership of my files without permission. When I expressed dissatisfaction and requested a partial refund for the uncompleted work, he immediately blocked my phone number and terminated our engagement. He does not honor his guarantees and abandons his clients the moment he is questioned. Avoid at all costs. edit: text and emails prove that the answer below is incorrect. your text shows that the thousand dollars was to draft the help with the eviction even though you're not even a lawyer! Why don't you look up unlicensed practice of law? In addition- you offered to finish the job was after telling me twice you blocked me! The text that were after that were inappropriate were all yours, sir.

Very nice experience. Justin took care of some business for me. I had to ask a few questions, which…read morehe explained well enough. But just incase, I asked if he could print them out for me just incase.

Exactly 4 months since I opened my account at Navy Federal Credit Union before I was able to make a…read moredeposit. While Navy Federal has one branch in Round Rock, TX, doing basic financial transactions has been a chore. To sum, I was given a list of locations where I could do transactions with one having an non-existent address and the other branch not having a banking relationship with Navy Federal at all. While I was off work today, I drove out to the Navy Federal on Louis Henna Blvd in Round Rock, TX. I told Justin, the credit union representative, my story about the non-existent location and he told me they could not always update their list and that when I get close to a location I should use Google maps because their addresses could be off by a digit or street. He made this sound so normal. I felt like I was in the twilight zone. How about when financial institutions publish any locations the address should be precisely correct? Then I asked about what locations allowed deposits. He said I had you had to first filter the list from the text I was sent and based on the icons you could see precisely the locations. I filtered on the list and it did not filter as he expected. So, he then said that it works better on a personal computer (PC). Of course, nothing was conveyed regarding a PC filter when the link was texted to me. It only takes $5 to open an account at Navy Federal, i.e. low cost. At this juncture, I am wondering if all the benefits of being a Navy Federal Credit Union member that my brother espoused is really worth the effort. After the Navy Federal counter representative searched on my name and she could not find me in the system, she searched on my phone number and she could not find me in the system, and she finally found me by searching on our address. I asked why she was not able to find me with the previous searches. She said oh that just happens sometimes. I find Navy Federal Credit Union's mission ironic, "Our Members are the Mission." This may be the one and only transaction I do with Navy Federal. I do not currently see Navy Federal's value commiserate with the effort to do business.

Working with Violet and the Swift Numbers team has been one of the best decisions we've made for…read moreour business. She helped uncover and correct significant discrepancies in our books, ultimately saving us a substantial amount in taxes. The impact was so valuable that we transitioned to her full-service bookkeeping, which has greatly improved our day-to-day operations. She's responsive, proactive, knowledgeable, and truly invested in her client's success. I highly recommend her to any business looking for a trusted financial partner.

Violet takes the time to explain the best ways to handle your business be it small , medium or…read morelarge. Very patient and great communication.

I'm posting this for my uncle who lives in W.Texas…read more IBEX served as broker and mediator to the sale of my business. I can't imagine doing this without them as they saw the deal through from putting my information together, assessing potential buyers and then getting through the close. I highly recommend.

IBEX just closed the Sale of our Business (10/1/22), and we could not be happier. This is the…read moreSECOND business sold with IXEX assistance. Their expertise was invaluable, and they created real economic value durning the negotiation process. We have bought and sold several businesses - and IBEX is hands down the best at their craft. We plan on using them again! I will never buy or sell a business without their guidance.

I've been using Frank for my business and personal taxes for years. He's friendly, explains…read moreeverything clearly and I always get everything filled on time. Nikki his office helper is super nice. Highly recommend!

Summary: I would not recommend Frank Ward to file your personal Tax Return due to poor…read morecommunication, and response time. As a new client, my experience was unprofessional. While I believe Frank is very knowable in this field, his response time and follow-through to requests is unacceptable. Timeline and Details: - Feb 06: I had my first call with Frank to discuss the process of filing my personal taxes. Frank seemed very knowledgeable on the phone. We scheduled an in-person meeting to discuss more. - Feb 13: Had in-person meeting. I was very impressed with Frank and I wanted to move forward with using his service for my personal filing. Frank told me that he, or his staff, will email me a share drive link. In this link, I would have to upload all related tax documents (W-2, income, housing, etc.) - Feb 18: I sent Frank an email asking for the share drive link. It's possible that I needed to explicitly tell Frank that I'd like to move forward with his services, but this was not clear to me. - Feb 21: I called Frank's office asking for the Share drive link. I was told that Frank was in a meeting with another client, but the share drive link would be sent that day. - Feb 25: I sent Frank a 2nd email asking for the share drive link. There has been no response update from my previous call or email (Feb 18 + Feb 21). Frank replied to my 2nd email with the share drive link. I replied to Frank's share drive link email stating that I would upload all files / documents in the coming days, and I would would send another email to Frank confirming that all files have been uploaded. - Feb 26: I sent Frank an email stating that all files have been uploaded to the provided share drive. - Mar 19: I sent an email to Frank asking about the status of my tax return. It's been 21 days since I sent Frank an email confirming that all my Tax return files have been uploaded, and no response. - Mar 24: No response to my previous email asking for an update on my filing status. I called the office, and was told that Frank didn't have my files. I stated that all my files were updated in the provided share drive. I was told Frank would take a look at my files. - Mar 27: No response from Frank via email or call. I sent another email asking for an update on my filing status. This is the timeline and details of my experience working with Frank. While I believe Frank is very knowledgeable person, his lack of response and follow-through is unacceptable. I do understand that this is a busy time for CPAs. As a new client, I would have preferred if Frank told me his bandwidth is too thin, and I should look elsewhere. I do believe if you work with Frank 100% in-person, that your experience would be better. Based on my experience, I wouldn't recommend Frank to file your personal tax returns.

I've used this location a couple of times when I was in a little bind also to help out a family…read moremember and I must say the customer service is Awesome! You get greeted upon entering the location as well as leaving by all the reps and also Brook is such a Doll. She friendly and courteous and a professional and there is never a moment I feel like I've been mistreated. You guys rock! Have a Wonderful Christmas!

Alex was really nice. She was taking care of me and answering phones. She stayed very professional…read moreand prompt.