{{ group }}
-
{{ item.name }}
{{ item.address }} {{ item.name }}
- {{ item.properties.formatted }}
“I was a client of this firm before owning it. To be fair and for total disclosure, I am an owner now but it was not always like that. They have been preparing my taxes for a lot of years, ever since they moved into their present location which was in 1999. I believe I've saved a lot of money in taxes but I've done so legally and ethically.”
“We have been with Creative Planning since we sold our family business and decided to retire. Going on three years now. Been one of the best decisions I've ever made. I would highly recommend CP for your planning for the future. My only regret is that I didn't start sooner.”
“Brought my (late) tax return in without an appointment after a competitor tax service was closed for the season. Bill not only got me in immediately, but he finished my return by the end of the day and charged a better price than I was expecting. He was knowledgeable, thorough, and fair. After my experience today, I will use this business to file my tax returns in the future and recommend them to others for tax services.”
“We interviewed several financial advisors when we were getting ready to retire. It was a frustrating, and often scary, experience - until we found Leslie and True Peace. Everyone in the company is great. Tabitha at the front desk is welcoming, friendly, and helpful, and sets the tone for the entire office. Leslie's knowledge is impressive and her calm, reassuring manner born of that knowledge really helped us relax. She created a plan that provides the income we need while providing security for the future. We could not be happier with our choice of True Peace as our financial advisor.”
“Jerry is one of the best people you can meet! Him and his team helped us move into our first home and the process could not have gone smoother. His attention to detail, availability and communication was something I didn't expect but am thankful for. No one tells you how important having the right loan officer is but after working with Jerry I'd recommend everyone to him.”
“Amanda Barcy was very helpful to assist my friends to open new accounts. It's was very pleasant and smooth transition. Highly recommended Amanda as your personal banker”
“If you need banking services, you must request Kyle!! He is absolutely amazing, extremely knowledgeable and works efficiently. Best Wells Fargo experience to date.Thank you Kyle!”
“My wife and I are in year 3 of our relationship with Higdon & Hale and have been very happy with their service. They have an amazing team that works incredibly hard to get your return done correctly and ahead of deadline. I'm very happy to be a second generation client of Higdon & Hale, having been introduced to the firm by my dad.”
“I always have a good experience here. Mariam usually helps me and is always so kind and today I had the pleasure of meeting Lacey who greeted me at the door with a smile and promptly helped me with my transaction. Thanks so much!”
“We called to make an appointment to get some information switched over and to order a few cards and checkbooks. This isn't normally the kind of place that I leave reviews for, but for what we needed we had a good experience here. The only issue was that I had a meeting at noon, we got there at 11:00 and they weren't ready for us. We ended up getting things taken care of before my meeting but it was scary! The secretary was very nice and the banker giving us info knew his stuff!”
“I recently needed to contact this company. I was shocked to actually speak to a live person. Eric Morse was so well versed in the information that he shared with me. I asked several questions and he was able to put his response in clear understandable terms. I appreciated his help and concern. I left the conversation feeling that I understood the issues and now I get it. Thank you, TIAA and Eric Morse.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“OWLFI has changed my entire viewpoint on my financial life. Instead of seeing it as something "I have to slog through to get to the good stuff," it's now a part of my life that I actually look forward to being engaged in. Many many thanks to Elliot and the team at OWLFI!”