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“A business is just a business so what makes one okay versus a great business entity? The answer is the people and the folks at Donnelly-Boland and Associates are wonderful, caring people. Their educational webinars are fantastic.”
“I've been with Neal and his team for 9 months now. My investments have done great, they ask my input, calm my fears. Each person from the receptionist to Neal, treat me like family. And the gatherings to show appreciation and get to know Staff better are warm, friendly & Family oriented. I've even met Neal's beautiful Children.”
“Set up an appointment at 12 with one of their CPAs for a phone interview, guy never called and decided to reach out to me at 2 o’clock as if nothing happened. Went with another place instead. Realized if they don’t take punctuality serious, then they won’t take me serious as a future client.Edit: they reached out to rectify the situation so i have changed my review. Appreciate them willing to learn and take the time to understand where i was coming from.”
“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.”
“John is the Best!! I don't know what i would have done without his expert advice. He's a good friend now--he's easy to make friends with. Solid!!”
“Kyle Beckhusen at Wright Associates has been a trusted advisor for several years. He saved me countless hours in financial planning, significantly grew my investment portfolio, and granted me peace of mind along the way. Whenever I have a question on investing, taxes, retirement planning or insurance, Kyle is quick to respond to my email and always has thoughtful answers. I also gain comfort in the experienced team around Kyle at Wright Associates and know they're constantly looking for ways to increase the risk-adjusted returns on my portfolio.”
“Justabout Wealth Management has done a fantastic job managing my retirement accounts. I never worry about the markets going up or down because of the sound investment planning they have done for me. Dave and his staff are the most knowledgeable and professional advisors you will meet.”
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“If I could give them 6 stars I would. Thank you Kim and Matt for guiding me these past years to grow our assets and protect our family.From the moment I walked into the office…I immediately knew I was in a right place. 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. I highly recommend them!”