If you are looking for the right guy to care for your hard earned money look no further. This guy…read morerocks! Wes and his staff will provide the needed care and security you are looking for. I searched for somewhere to put our retirement accounts until I had an in depth meeting with Wes. Now we are making money with our money again and we know our savings are in the hands of a man who treats it as if it was his. The information Wes provides is truly invaluable. After working 42 years we can retire comfortably knowing we are being well cared for.

We consider Wes more of a friend than just our Financial Adviser. Once I met Wes and saw his…read morepassion for, and willingness to help others I knew he was the right fit for us. We've entrusted our hard earned (to-be) retirement savings to Wes and feel it's both a blessing and a privilege to have him on our team guiding us toward our future retirement

Sean was very thorough and offered tons of great advice and has always represented himself as a…read moreknowledgeable professional. I came to Sean because I felt my taxes were prepared incorrectly by my previous accountant and he confirmed it. He has prepared three tax years for me and I plan to continue to bring them to him and highly recommend his services to others.

Working with Sean has given me the best tax experience I could imagine. As someone new to the world…read moreof consulting work as well as managing my payroll and W-2s, they did an incredible job. There was fast and consistent follow-up; Sean and his team really spent a lot of time with me to make sure I understood all of my tax options and implications. Sean put together my tax return quickly and efficiently and went above and beyond to find deductions that I didn't even realize were possible. I highly recommend Sean Butler CPA!

Ace Advisory Management and Atabu Otobo offers a great Trust Service. Great all around service.read more

Atabu helped my husband and me resolve a very complex tax situation earlier this year (arrears,…read moremultiple W2/1099s, freelance). He was patient, thorough, and knowledgeable every step of the way. He made himself to review our filings over calls and answer any questions that I had along the way. Atabu helped us get back on track and I am super appreciative of his services! Highly recommend.

If you want a broker who's not a Fiduciary (CFP or CFA)…read morehttps://www.investopedia.com/terms/f/fiduciary.asp this might be a match. If you want an assistant who can't or won't answer transactional questions like "when will that asset be liquidated to cash after you received the paperwork you were sent" this might be a match. If you've been a client for years and think you've made a lot of money after paying 3% up front commissions (nobody in the industry charges these anymore), after paying extremely high fund expense ratios, high marketing 12B-1 fees and annual mortality fees (some as high as 1.5%) on some annuities, this might be a match.

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.

Danielle has been my financial advisor for several years and will be for many many more! She is…read moregreat at what she does and always puts the clients best interest first! I highly recommend using her!

Danielle is so knowledgeable, helpful and has prepared us for our future! She listens intently to…read moremake sure that our goals are met and that our accounts reflect our future dreams! Highly recommend!

My husband and I started using Bullogic Wealth Management early in the spring, and I am so glad we…read moredid. I am a retired teacher and my husband will be retiring at the end of this year. I have a decent pension with teacher retirement, but my husband will have nothing but Social Security. I was feeling a great deal of anxiety as we have debt that needs to be paid before the end of the year. My husband is not an easy man to convince, but he is completely on board with this plan, and that is due to Adam's handling of our finances and the programs he uses to help us stay on our budget and payoff schedule. Adam is knowledgeable and works hard on our account so we both know daily what is going on and where we stand.

From the owner: We make cash flow management, retirement accounts, and savings accounts all work together to reach…read moreyour short-term and long-term goals. We implement tax-saving strategies so your money is working for you and not the government. Finally, we help you manage your assets so you know that your estate is distributed per your wishes.

DBS staff are kind, supportive , efficient and resourceful. Lisa and her team are exceptional in…read moreservice, particularly for businesses in start-up and looking to expand. There Is seldom a " it can't be done" but ""let's see what we can do". Kuddos to the team at DBS! Mark T. -new business owner.

From the owner: Douglas Business Solutions is a local faith based firm. We offer bookkeeping and payroll services…read morefor small to medium size businesses. We stand behind our work and do what we say we will in a timely manner. Contact us today for more information!

After going to several enrolled agents and CPAs, my brother introduced to this office and I am very…read morehappy. I met with David to explain about my IRS problems. For some reasons, I was constantly getting letters from the IRS with an increase in my tax bills and errors with my returns. I did not know the reason for this. David assess my IRS correspondences and knew immediate the solutions. He gave me several options and was able to get my business straighten out with the IRS. I have not had any other issues with the IRS since. His office has been extremely helpful and all contacts were professional. David even assist me in restructuring my business to a Corp to Corp and saved me a reduction of half my tax bills. I am glad I finally found a CPA that I trust completely. And his advice and insight are invaluable in helping me understand all this confusing tax stuff.

I was looking for a new CPA and found David with his amazing staff. And Thank God for these Tax…read moreProfessionals! They make filling your taxes easy and the customer care from Wendy is caring and welcoming. Even though filing taxes can be stressful, these Professionals take that burden off of you! They are a True Blessing

She's very thorough professional and friendly. If you ever need someone wonderful to take the edge…read moreoff tax season, work with her. Highly recommend!

Mrs. Brown was recommended to me by a friend and I'm sure glad he did. She has saved us a lot of…read moremoney since we started using her services in 2007. Always professional and we felt she's always had our best interest in mind.