CHRIS is the best! Knowledgeable, experienced and willing to go the extra mile for his clients…read more I've been with him for over 20 years and he's never let me down always getting the most of my financial needs. Thanks Chris

I was looking for a CPA, since my accountant retired. Chris Whalen came highly recommended through…read moreseveral friends. I called Chris Whalen and he was so kind assisting me with a tax issue resolving it within a day. He was quite gracious and understanding. I would recommend Chris to anyone that requires an excellent CPA. Words cannot express how grateful I was to find such a wonderful CPA.

Very knowledgeable and organized ! First time filing my taxes with Mark Likes and definitely will…read morenot be my last! He makes sure to get back to you to answer any questions you may have which is important and puts my mind at ease! Will recommend him to anyone !

Stay away from this guy and go to CSI or another business to do your taxes. He called me at work on…read morea Friday told me I owed the fed then was getting a return from the state went to his office and found out I had to pay both. When question about he pulled I don't tell people over the phone what their paying or getting back till I had to go over the conversation with him. Plus he's forgetful when you tell do you want her email oh yeah good catch he tells me twice I should of walk out like my friend next door which he also got a attitude with the lady next door to me she was smart enough to walk out on the guy. He gets a real attitude when you call him out then he just tell you how he help you and if your not happy you can go some where else. Well your damn straight I'm going back to CSI and so are 4 other people I know.

Michael has done our taxes (personal & business) for the past 3 years. He has been very patient…read moreand professional with us. He is very detailed and walks you through everything which is very helpful. I would recommend using his services

I dealt with Michael for about 8 years. I am a CFO for a non-profit. He did yearly audits for our…read moreagency. He was thorough and knew what he was doing. We developed a very close relationship over the years. He was so supportive of the work we do and often supported us in our fund raising projects. I can't tell you how great it was to have an accountant that we could trust to do what was in our best interests. In addition, he often sent us financial articles to keep us informed. What a great business man!

Ernest and his staff work hard to get you unbeatable rates - thsi time they saved me over 500…read moredollars on my homeowners insurance. Ernest is tireless at finding you the best rates possible.

Ida and Ernie have been extremely helpful and responsive to both my personal and business insurance…read moreneeds. Their knowledge and experience has been second to none thus far and I look forward to recommending their services to friends and family moving forward.

I was recommended to Mr. Livingstone by a realtor and I'm so glad I utilized his services. I used…read morehis accounting services several years ago when I was in a tax bind with my home. The one thing I can say for sure was he is a great accountant. He decreased my tax liability and I received money back that year. It was a win win for me. I would recommend his services to all.

Really cool guy and a great accountant. A friend who owns a real estate company recommended Bob and…read moreI'm thankful he did.

Prior to transitioning to becoming a Financial Planner, Joe was an OTC (Over-The-Counter) Market…read moreMaker. Joe utilized my company's services to facilitate his business and was often sought out to provide feedback as to how we could better the marketplace. Diligent isn't a strong enough word to express how Joe practiced his craft. No stone would go unturned to make sure that his clients were given the best trading opportunity. This skill amongst many others has carried over to Joe's financial planning business. As a fee-only planner he profits when his client's profit. As operating as such he works effortlessly to make sure his clients are making the right decisions to set themselves as well as their families up for the future. Being a doting husband and father, he takes the financial stability of all his clients into great consideration as if they were his own family. I highly recommend Joe's services.

We reached out to Joe with some questions last week. Even though he didn't have the solution for…read moreus, he provided us with great information that will help us and save us lots of money. He was thorough and extremely professional. I would recommend Shore Financial to anyone looking for financial planning solutions.

Tom has done my taxes since 2001. He has saved me from overpaying significant amounts of money on…read moremy taxes on many occasions. Tom always got back to me on a question or an issue within 24 hours. In addition to being a CPA, he has a degree in tax law and is knowledgeable and very competent. Tom also knows me and my family and asks about them whenever we talk. It may seem like a small thing but he literally does knows his clients and is interested in their lives. I think his fees are reasonable, as for his personality, he has a serious demeanor that may at first seem unfriendly but he is not.

I needed an accountant to do the books for my business. He did what I needed in the time frame I…read moreneeded. He now will do my business and personal taxes because of the good job he did for me!