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“I have had Kaufman financial/Howard Kaufman for my taxes and as my financial advisor for more years than I can remember and can ultimately say that I have been more than satisfied. Howard is very knowledgeable and very helpful in everything he does and I can recommend his services very highly especially those of us have very little or no knowledge of the financial world and I hope to have the benefit of his services and knowledge in the future.”
“Just met with Ethan Dickerson concerning our Medicare coverage for 2024. It was so simple and easy with his assistance. I would recommend him to anyone needing help with any Medicare issues.”
“Tony and Valentina and the rest of the APC group have been more than amazing in helping guide me in my financial journey, especially being in my 20s with a bunch of questions. They're an incredible company :)”
“After I left my business of 30 years I started over at Bakers Life. What a great company to work for. Tremendous opportunities while helping protect families. I feel great about the work I do and the support from management. Best company to work for on the Planet!”
“Ryan is very knowledgable about the college planning process. I was suprised at the ways we needed to move our money around in order to take advantage of all the grants & scholarships that are offered.”
“It is always a pleasure working with everyone at Invesco. Keith, Ryan and Nilu have a thorough understanding of investing, tax laws and real estate . Also, they offer numerous educational classes so everyone has the opportunity to learn about both simple and complex strategies to grow their wealth.”
“My Wife and I couldn’t be happier with the Professional Team of people at Cukierski &Associates. Our meeting with Steven Yatesis always very professional and informative.We highly recommend them for your accounting and tax needs.All the best,Rick & Chris Rochetti”
“My wife and I had 6 financial advisors over 15 years, all of which offered only their company’s products for investment. In 2013, on a whim and with some skepticism, we attended a Steve Lewit dinner/seminar. Until that seminar, we had never heard the term “fiduciary”, much less know its meaning. Steve’s presentation sounded interesting and we decided to make an appointment with him to go over our finances. When Steve asked us our priority, we answered monthly income for retirement. Steve and his team then put together a plan that met our retirement income wishes, utilizing products of a few different companies. So we decided to again change advisors and move our assets into Steve’s recommended portfolio. Now, 9-years later, we are very happy to state that those expectations have been exceeded, as our monthly retirement income is more than was planned. A financial advisor that is a fiduciary (like SGL) made all the difference for us. We currently live in a Florida retirement community and recently discussed how lucky we are to have no money worries at this point in our lives. Had it not been for Steve and SGL, we wouldn’t be in this position. And even though we live in Florida, SGL still handles our financial planning and investments, and we couldn’t be happier with the results.”
“I have witnessed Greg Dowell grow Bass, Solomon & Dowell from a relatively small accounting firm 20 years ago to a medium sized accounting firm that has become an integral part of our community. Greg is knowledgeable about income taxes and tax planning. He provides a very practical approach to his clients in guiding them to success. He is very truthful and trustworthy and fair. I have been fortunate to have been able to work with him for the benefit of our mutual clients over the past two decades.”
“Colin Brennan has been our Fidelity Financial Consultant for five years. Extremely pleased with his professional knowledge and advice managing our retirement accounts. Colin worked diligently with us to obtain the investment mix best for us.”
“Chad is an exceptional financial advisor. Their office of Chad and Lisa provide the highest level of customer service. They both display genuine care for each and every one of their clients. I would most certainly recommend Chad to be your financial advisor!”
“The service and performance from Andrew and the Jones Team is outstanding. I've referred my family and many friends to Andrew and he has exceeded our expectations.”
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“Mr. Hillger provides comprehensive financial planning advice in a very friendly manner. He is extremely knowledgeable and treats you like family. I strongly recommend him!”
“The Tranel Financial Group is excellent. The customer service is superb. The staff is very professional. I love my advisor Joey. He listens to my financial needs and goals. This is the best Financial Group thus far. They are beyond the 5 stars.”
“I had such a great experience working with Sagar Sheth on my retirement plans. Sagar was knowledgeable and patient, answering all of questions, making me feel very comfortable with information that I am not all that knowledgeable about. I know that I’m in good hands with the staff at this particular Schwab location. Kathy Borkovec was also a huge help with getting things started. The communication from Sagar and Kathy was extremely impressive, and I highly recommend their services.”
“Very helpful in opening a new account. Not nearly the amount of irrelevant information asked to verify what I was intending to do. No sales pitch to try to sell other services not wanted.”
“I met Tony at Edward Jones many years ago and have been working with him and his wonderful team ever since. We go so far back that I’m pretty sure I’m Client # 1. Any time I have a question or need some information, the team is there for me. Thank You Tony and the EJ Team for everything you do.”
“Super helpful with picking the correct insurance company for my spouse new company. They where very insentful and explained everything in specifics. Glad we hired from the very beginning.”
“Kathleen is knowledgeable, personable, and provides me with a level of service that I haven’t received with other financial services companies. I feel confident that I am on the right path for my family’s future and have Kathleen to thank.”
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“I have used Robert B. Fisher for over 30 years in many businesses that I’ve owned and operated trough out the years. I relied successfully on his expert advice, always up to date with the ever changing IRS codes. He’s on time, proactive and very efficient. I recommended him to my family, friends and associates. I highly recommend him!!!”