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“I have had my taxes done here for a very long time and I always end up satisfied! They are extremely helpful and quick in responding! I would recommend them any day!”
“I have been thrilled with Rachel Wood and Tamara Smith as my financial planners.They have helped me arrive at a place where I can feel comfortable retiring. They have always listened and never tried to get me to invest in areas I was not comfortable. They work with me, educate me, and always available when I have questions.This firm truly looks out for their clients.”
“We absolutely recommend Kane Company’s financial planning services.Steve Kane and his associates have been our financial planners since 2007. Fee only. Great success for us through the three downturns. They created an individual plan for us based on our situation and future needs. They monitor our plan and amend our program as markets change and our situation matures. Nothing “cookie cutter” about their methods.They are small enough that their approach is personal, perceptive, responsive, and far sighted. They are students of investing and tax law. Always current. And they are associated with Dimensional Fund Advisors – and Dimensional’s Nobel Laureate in Economic theory Eugene Fama.Steve Kane and his associates also have the important advantage of being both Certified Financial Planners and Certified Public Accountants. This is a huge advantage for coordinated tax planning and investment strategy that is hard to find.”
“This is my second year using Vision Financial Services, and they have made tax season so much easier. They helped walk me through the taxes associated with buying and selling our first home last year and were able to make great suggestions to help save us more money. Our second year filing was a breeze, and I am so grateful for their help. Mike, Jeri, Jamie, and Becky have each been very personable and professional. They have listened to our concerns and helped individualize our return to fit our needs. I look forward to many more years of working with them and would highly recommend that others give them a call.”
“I went to Melissa and Teresa 4 years ago with a poor credit score and history.I have now finished my program with a 700 plus credit rating, I can not thank them enough .I highly recommend”
“Troy, Mark and Breanna at Triplett-Westendorf Financial Group made us feel comfortable with financial planning and investing. They are very informative and responsive. We couldn't have retired without them!”
“Great, professional service for a small business looking to open a relationship with the bank. Nick Goodwin helped me and was professional, answered my numerous questions, and was a pleasure to work with. It was clear he cared about setting us up on the best position and making sure nothing was left unclear that may cause a hindrance down the road. Definitely a 5 star experience at this branch.”
“Excellent customer service. The consultant that opened an account for my husband and I was very knowledgeable, courteous, and had a good sense of humor. Greatly appreciated all the expert advice on our retirement.”
“PRINCIPAL FINANCIAL is #1. I HAD MY EMPLOYEE 401K WITH PRINCIPAL ABOUT 10+ YEARS. I NEVER HAD ANY PROBLEMS, CUSTOMER SERVICE WAS VERY PROFESSIONAL AND KIND. I WAS VERY EXCITED WHEN I OPENED MY NON RETIREMENT INVESTMENT ACCOUNT. I PUT THE MOST I CAN AFFORD INTO THIS INVESTMENT. I KNOW IT HAS RISKS OF LOSING VALUE, BUT IN MY OPINION BANK SAVINGS & CD'S DO NOT PAY ENOUGH MONEY, PLUS MY 401K BALANCE LOOKS GREAT, SO I THINK EVERYTHING WILL BE JUST FINE. THANKS ALL. JAMES TSATSARONIS SPACE A9.”
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“This is a great place to do tax. They explain how my taxes work. Answer all questions I ask. They help me understand more and I feel more confident in doing tax with them.”