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“I have been working with Jeffrey C Lewis of Planning Financial Futures Inc.for the last 9 years. This collaborative partnership has been very positive and rewarding during good times as well as during recent difficult times. Jeffrey is a good listener and works with his customer on a one on bases and with the best interests of his clients needs and forward looking objectives. Jeffrey is always available and returns messages and calls without delay and is always well prepared when scheduled portfolio review calls take place. Overall we are very well taken care of and in good hands with Jeffrey and Planning Financial Futures Inc.”
“I was referred to Jimmy by my previous accountant who was experiencing staffing shortages. I was very reluctant to have someone new do my taxes. This is the second year Jimmy filed. Both years went without a glitch. His portal is easy to use and he is very quick to respond to any questions. I highly recommend Jimmy.”
“Lawrence Keller asked specific questions and quickly determined that the best option for me was not one he could PERSONALLY provide. He referred me to someone who could without a second thought or sales pitch. To me, this speaks VOLUMES about his character and professional values and I'll be using and recommending him for any future needs.”
“I've been using this accounting service for 5 years, and I couldn't be happier. Winnie is professional, responsive, and incredibly knowledgeable. Highly recommend to anyone looking for reliable and trustworthy accounting support!”
“Went to Dom's Hot Wheels Kitchen - the food truck in the parking lot. The only thing better than Dom's food is his personality. It's worth the trip for both!!! He's there Mondays, Tuesdays, & Wednesdays from 8am - 2:30pm serving breakfast and lunch. Affordable and delicious - go check him out!!”
“Unfortunately, I had a former accountant that I discovered was unethical and unreliable. I was being audited and desperately needed a new accountant. I asked a friend to recommend someone. He highly recommended Sal Albanese. I contacted him. Sal was warm, friendly, and answered all my questions. He provided me with his email and cell phone number in case of an emergency. He gave me expert advice and resolved all my issues with the IRS. He provided me with so much psychological relief. Now I use him on a regular basis. I use his practice for all of filing needs, including my corporation, I'm a small business owner, and my personal tax returns for both me and my wife. His accounting practice is now a well oiled machine. I get reminders about important filings from his family members who work with him in his practice. He created a secure portal where I take pictures of all my tax documents and upload them. He provides me with a pre-tax questionnaire every year so I can save time and avoid needless meetings in his office so he can process my taxes and refunds faster. I highly recommend him.”
“We have been very satisfied clients for 10 years. Safe Harbor Asset Mgmt. has proven to be client focused and very disciplined throughout the ups and downs of the market. The entire staff is professional, accessible, attentive & responsive to any and all questions or concerns. We highly recommend Safe Harbor Asset Management.”
“I have been self-directing and utilizing various roboadvisors for 20+ years with relatively little to complain about. However, I recently discussed my horizon and goals with Fotios and came to the conclusion there is no better place to hold my assets than with Schwab and with someone you trust. I have had a welcoming experience migrating accounts over and am very happy with the professionalism from this branch”
“The people were here are direct and helpful. I had opened a brokerage account with fidelity back in 2017 but I had never done any activity on my account. Fast forward years later I finally decided to be serious with investing in the market. I was able to get access to my brokerage and open a Roth IRA as well. It’s been smooth sailing ever since.”
“I first spoke with a gentleman in September of 2021 regarding funding for my business. At first, we working on the file for about a month trying to get us funding. After a few attempts it turned out we couldn't qualify due to my credit but after a few follow ups and steps to improve my credit, we were able to secure a loan a few weeks before Christmas which was amazing and much helped by the loan officer that was in charge of my account. Without their help and their constant follow-ups I would have not been able to secure the loan and keep my company afloat. Sometimes it was tough with the calls but at the end of the day we got it done. My experience felt like a long process but there was clarity at the end of it and I would recommend them based of customer service alone.”
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“Great advisor!! Patient, kind, listens and explains clearly answers to my questions. I am an inexperienced investor so that is essential to me. He knows his trade well and my accounts are doing wonderful.”