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“Great place. They did our taxes for 2014 and just got our taxes to do for 2015. Everyone there is friendly and they are very helpful with questions and explanations of things.”
“Sherman, Young and associates were a true pleasure to work with. I waited until the last minute to get my taxes done and Greg Young was professional, knowledgeable and prompt. I recommend anyone to Sherman, Young and Associates who values integrity, professionalism and superior service.”
“I’ve been here a handful of times and have always received good, friendly help.Honestly, it’s not perfect.. Once I came in asking about how to transfer a silly Robinhood account to my Fidelity account. The employee said that he did the same thing, but it was long enough ago that he had forgotten. So, he got help, and explained everything.Another time, after asking friends, I came here to ask about cashing old bonds that were still in paper form. The same thing happened, the employee wasn’t sure and told me it was a good question. It took a brief amount of time before he came back and told me to look up a “sav1522” file on a federal website. Perfect.I can easily highly recommend Fidelity because of my visits here, and the fact that they are always helpful.”
“Fidelity Investments has helped me and my family for years. The staff were polite and helpful with all aspects of investment of my money. They helped us to understand how to use the apps on the internet on both the computer and phone. The parking lot is spacious but tight at times.”
“Ted, Ryan, & Amber were amazing! They made getting a checking & savings account very easy. They even offered me different ways to help my situation out, with kindness, which I really truly appreciate. I would recommend banking with them as they have excellent options & are very thorough. They don’t budge too much either, making it easy to say no if you don’t want to go certain routes. Thank you guys so much for the amazing customer service! ?”
Financial Advising
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“My first time working with him for 2022 taxes. Wonderful, totally knowledgeable, instills confidence, 100%.Answered all my stupid questions, did my personal & business taxes, walked my bookkeeper through some adjustments, a totally good & painless experience with very fair prices. Absolutely recommend Kurt Williams.”