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“Henry was referred to me by my neighbor. He did a wonderful job on our taxes, he was very thorough and even found mistakes from our previous tax accountant, to our advantage. I will be using Henry in the future for my taxes.”
“We have been using Fischer Investments for more than 5 years and we are extremely pleased. Ted and his staff have done a great job helping us with our budgets and financial planning, as well as managing some of our investment portfolios. We recommend them full heartedly. Ted is a great guy and actually fun to work with.”
“We have been with Pete and his team for over 35 years, even when we moved to Georgia, we've kept using Maranatha Financial Services. Simply put a great financial adviser and tax man !”
“This branch was very friendly. We arrived 15 minutes before closing due to unexpected issues and they took the time to hear our needs, helped answer questions and stayed late to help us. Justin and Diamond helped with our estates case and I would definitely recommend coming here for your needs. Thank you guys for helping us during this difficult time. After 2 account owners passing, we were met with kindness, patience, and grace. Thank you Schwab!”
“Chris Hardt has done a spectacular job successfully managing my portfolio, especially through these recent chaotic times. His office staff is wonderful and very responsive. Nadia, who is a financial advisor working with Chris in this office, is warm, professional and knowledgeable. She took the time to connect with my son, who is on the spectrum, and engage him in becoming interested in his portfolio and making decisions around it. I was very impressed and grateful.”
“Kevin Cvitanov provided me with great customer service. He was patient, informative, and kind. He took the time to explain everything to me so that I would fully understand my options. Scheduling was a nonissue. In person or zoom are both options. I also had a pleasant experience with Nancy Chappell. I would definitely recommend this team.”
“I wanted to take the time to thank the tax team at Farid Kanji and Associates for providing a tremendous service to the community, with integrity and character. Farid and his family have assisted our family with our taxes for over 15 years. You will always have confidence that your taxes will be done correctly and efficiently with no surprises. He will discuss everything with you upfront to determine the best plan for you and your family. If you don't have confidence in your Tax person then call Farid! Thank you Farid! We appreciate you and your family very much!”
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“It’s rare to find a mortgage professional who truly gets it—someone who understands what it means to stay aligned and deliver exceptional service from start to finish. Regional Sales Director Jonah Belgrini of Velocity Mortgage Capital exceeded every expectation, responding to every email, call, and text with incredible speed and consistency. His level of availability is virtually unheard of in this industry.
Hats off to you and your entire team for making the process so seamless. You’ve made it easy—and a pleasure—to send all of my loans your way. I truly appreciate your attention to detail, commitment to service, and the professionalism you bring to everything you do.”