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“Spectrum Financial Group is filled with good people who consistently put the needs of their clients first. If you have needs or just questions, I highly recommend reaching out to them.”
“ReJoyce is a phenomenal financial consulting firm. Everyone we have dealt with is personable and helpful. It's a relief to know our retirement concerns are taken care of in one place. Awesome.”
“I’ve been working with Joe for four years now. He helped me get out of a hole that I was in and has done great work for me. He’s knowledgeable and caring about my business. I feel confident that I’m in good hands with Joe Stark.”
“Wow! I've been using the amazing tax services of John Johnston and his team of professionals for many years now. I rarely leave reviews but it's time. My expectations from this tax accounting firm have been exceeded every year for the past 7 or 8 years. They are a local gem right here in Noblesville. I pay a reasonable sum for my taxes to be prepared each year by Mr. Johnston. No mistakes. No hassles. Just right. His staff answer the phone and immediately respond to my inquiries. Just today, I had a tax emergency that Lana handled in 2 minutes! Call Johnston & Company today for YOUR tax services. You won't be disappointed. --Ken Badger”
“Financial planning is not fun, and when I was looking for a financial advisor in Carmel I stumbled upon Doug at Indie Coffee Roasters. He was talking to one of my friends. When I met with Doug, we spoke about cars, kids, being dads, books, and financial planning. I liked that Doug fees are upfront and he is a down to earth person. If you are looking for a financial advisor in Carmel to provide you a financial guidance - Doug Shrieve is your guy.”
“Working with Gary and team have been a great experience. He always makes time for me and answers any and all questions. Exceptional integrity, honesty and transparency.”
“We have retained Goldstein Group for over ten years and they are outstanding. They have always placed the highest priority on our needs and their commitment to the highest business standards has guided their advice and recommendations. The entire staff, past and present, are excellent and we look forward to continuing the relationship. They definitely deserve five stars.”
“Greetings!Full disclosure, Patrick Wanzer is my incredible brother. I always knew he was talented in what he did and believed that anyone that had the privilege of working with Patrick, was in good hands.I never thought that I would need his help.I am posting to let the world know how incredible it is working with Edgewater and specifically Patrick Wanzer.I had a circumstance arise that involved my personal investments and the IRS. As soon as I discovered the problem, I immediately reached out to Patrick, thinking it might be a while to get "on his list" of those he can help.Patrick instantly reached out to me offering advice and assistance. That same evening he came to my house, with a drafted letter, that helped diffuse the situation.The next day, he joined me in personally delivering the letter to the appropriate party and was able to speak on my behalf...as this entire ordeal is way over my head.Patrick is professional, client-oriented and extremely well-versed in what he does. If you have even a thought of working with Edgewater and Patrick, look no further. You will be thoroughly thrilled with their prompt, courteous and client-tailored assistance.Thank you, Patrick. Thank you, Edgewater.”
8:30AM - 5PM
3755 E 82nd St Suite 100, Indianapolis
Financial Advising
“I've been extremely happy with Delta Wealth Advisors and Ryan Robertson. Their CPA firm has provided top-notch service, helping me navigate both personal taxes and business matters with expertise and professionalism. They are knowledgeable, responsive, and always have my best interests in mind. I highly recommend them to anyone looking for a trusted financial partner!”
“Love my advisors at Schwab. My investments have grown more than the market. I can tell my advisor puts a lot of thought into my portfolio. I would highly recommend this Schwab office!”
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“NSO has been so wonderful to work with! Truly a great team that is ready to provide patient guidance and clear instructions for meeting deadlines. It has been such a relief to entrust payroll for my business to them, and I've been extremely impressed with their completion of my business and personal tax returns. Would highly recommend!”