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“The competence of Carson Wealth's management is apparent in our results: we have a secure retirement, and are confident that we can leave a financial legacy to our sons, thanks to Neil and John's prudent investment of our resources. In our meetings, Neil is always clear, cogent, and caring. That clarity is particularly important to me, as numbers and finance are not my cup of tea, but Neil is excellent at explaining without talking down to me. We recommend Carson Wealth enthusiastically!”
“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”
“We've been with this firm for decades and have nothing but good things to say about about David Jeter & Jim Hohman. They helped to guide us through the Great Recession, as well as doing an excellent job managing our money before and after it. Don't know "Michael" mentioned in the 1-star rating below, but as for David & Jim (and their teams), you can feel comfortable investing here!”
“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.”
“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.”
“We have received great service from the staff and are very pleased with the knowledge and approach. I don't understand the negativity in some of the reviews since our experience has been quite the opposite over a number of years.”
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“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.”