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“After a previous financial planner had left a company and my husband and I were not notified or provided contact information for someone else at that location we knew we wanted a different experience. Our first meeting with Matt let us know immediately knew I was in a right place. Communication is a clear priority for Matt and Kim! It’s very clear they care about the work they do, the clients they work for, and the lasting impact they have on their community. Matt ensured he knew our goals and recommend advice and support that was right for our situation. I highly recommend them!”
“We (my husband and I) have been with this wonderful group for a number of years! I am a total financialphobe while my husband likes to have a say in decisions for his accounts. They have navigated our differences quite well and despite market shenanigans we are doing better than average! Thank you! The group also regularly has get togethers with other clients and the staff so we know them all and trust them all. I highly recommend their services !”
“We can't thank Donnelly-Boland and Associates enough for their incredible support of the Brentwood Baldwin Whitehall Chamber of Commerce. When there were no processes or procedures in place for email marketing, on-line ticket sales, or social media, their team stepped in to help us get organized and build a solid campaign. They not only helped us get things up and running but they greatly improved our online presence, generating larger attendances and new members. When we found the right person for the position, Donnelly Boland made sure we had a smooth transition. Their professionalism, wisdom, and guidance made all the difference. We're so grateful for everything they did.”
“Jim is very relatable, down to earth, and helpful! I definitely trust them with my finances and appreciate how available they are. Definitely recommend to everyone!”
“It is very difficult starting a new business and needing to place confidence and trust into new relationships and partners for your business to succeed. Wilke CPA & Advisors have been that 'true' partner. It is much more then just skillset and accounting. It's dedication, loyalty, long hours, guidance, and trust that get forged into these relationships and the success of your business depends on it. I am truly grateful and humbled by the genuine care and professionalism that Wilke & Advisors have shown us and without a shadow of a doubt, we could not be where we are today, with the success of our start-up with them. If I could give 50 stars I would. Thank you Team Wilke”
“Words cannot describe how helpful and informative Josh has been throughout my investment journey! He is always there to answer any questions I have and his office is always super responsive for any day to day requests. If your looking for a financial advisor, look no further than Stein Wealth Advisors! 10/10 ?”
“We had an exceptional experience meeting with Wright Associates and Kyle, who is now our financial planner. He provided a clear, thoughtful, and detailed overview of our financial situation and the options available to us. What really stood out was the genuine care and warmth he brought to the conversation. He made a complex topic feel approachable and manageable. We left the meeting feeling informed, supported, and confident about the next steps. We're excited to move forward with the firm and highly recommend them to anyone looking for a financial planner who is both knowledgeable and easy to work with.”
“I came to Donnelly-Boland as a General Contractor in Construction with taxes that were all messed up. They helped me get all my tax issues fixed with the IRS and now I’m free and clear with owing the IRS any money and just purchased my first home and as a W-9 business owner is very hard but couldn’t have done it with them. Anything I ever need or need help with they are always willing to help and go the extra mile to help me no matter what it is. I wouldn’t be where I’m at in business without them helping me get my finances in order. I highly recommend their services in all your accounting and book keeping needs and all other financial services they offer!!!”
“Great accounting firm. Efficient, responsive, and always up to date on current tax law. I use this company for my personal and business accounting needs as well as payroll. You can’t go wrong with Davis, Davis, & Associates.”
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“We are very impressed with Brian and Dave at Justabout. They have been invaluable to our financial goals and even transformative. The staff as a whole is extremely responsive and helpful too.I would recommend Brian (who we mainly work with) to any age group or person as well. I trust them and their guidance as they are extremely knowledgeable.”