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“As a small business owner working with Eric has been a great experience. Besides being an outstanding CPA, as an individual he is trustworthy and transparent, and I appreciate his upfront approach.Definitely recommend.”
“Throughout the years the staff has helped my wife and I not only with our financial needs but also with our parents taxes after they passed away. We are grateful for their help and support. We recommend The Richardson Group to anyone who needs financial services.”
“I very much trust Rodgers and Associates. They work in my best interest and clearly strive to understand and achieve MY financial goals. I'm a tough time consuming customer. Rodgers Assoc always takes time with me and provide solid explanations about account performances. When we meet I never feel manipulated but assured all is being done to maintain MY financial independancy.”
“Jason Weyforth has been so helpful to be for the last 4 years. I appreciate all he has done for me. He goes out of his way to help me with any questions I may have.”
“On behalf of Seisan, I would like to thank the Walz Group for their tremendous support. The collective Walz team were extremely helpful in providing resources and helping us understand the provisions of the CARES Act as well as the Economic Impact program support offered by the SBA. They were nothing short of amazing in being available with recommendations and resources to help us during this uncertain time. The Walz team was fantastic in helping to ensure that our calculations and supporting documentation were complete, accurate and delivered very quickly so as to not miss any filing constraints.”
“An amazing experience! Russell is very knowledgeable, and considerate of our future plans. He continues to help us build a success plan. Russell uses tangible examples when presenting, to include both the positive and negative influences involved while using his experience to build a financial map we can easily follow that is within our means. We now have a strong portfolio designed to help us achieve both our short and long term financial goals. Thanks Russ!”
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“My husband received a retirement account with his work a few years ago through Edward Jones and that led us to meet Phil. Since then he has helped advise us on our investments, savings goals, major purchases, and big decisions over the years. He has been an invaluable asset and help to us, always providing careful advise with kindness and wisdom. He presents complex data in a way that makes it easy to understand and breaks things down so you can get a realistic picture of your finances unlike many other financial advisors. Even though my husband no longer works at the company that had his retirement plan set up here, we kept our investments here and still meet with Phil for financial coaching and advice. Highly recommend him!”