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“I've had so many accountants each with their own problems. Some were unresponsive, incompetent, some couldn't get it done by April 15th and many other issues.
I found Neil through Yelp. I couldn't believe all the good reviews and I thought it might be fishy. But I can honestly say he always exceeds my expectations. I can't believe the turn around time. If I need anything corrected again, the turn around time is incredibly fast.
He doesn't just do my taxes. He helps me make business decisions and he knows a lot about business and real estate. Thanks to him this is one part of my life I don't have to worry about anymore.”
“I have worked with Bob for a number of years and he is the best, as well as his office staff. Responsive, helpful, and will go through all of your questions and concerns. I highly recommend”
“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.”
“A bit understaffed. One person was helping 2 others, but called someone out to help when I arrived. Good thing because 2 more customers came in after me. He was able to resolve my issues and both were apologetic for the wait. They were both handling difficult problems, so no worries.
I've been to other Charles Schwab locations and they all have been very helpful. Unlike Fidelity. They tell you to use their app and then try to upsell you on their products. It's like going to a used car salesman.”
“Staff at this office have always been professional, courteous and responsive. Jack Vogelzang in particular introduced the Schwab Intelligent Portfolio to me and I couldn't be more pleased. The only way they could get a fifth star from me is if they actually gave away free money the way the Fed seems to these days.”
“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.”
Financial Advising
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“We started working with Lloyd at Master Tax Services about a year ago. We felt like our business portfolio was such a big mess a year ago. Lloyd worked well with us and taught us many things we didn't know before. He clarified things, helped fix some errors, and made it all seem like it wasn't that bad. Lloyd and his team have helped us streamline and simplify our business portfolio. We still have a long way to go, but we finally feel like we are working with a CPA who really can help us.”