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“Jeff was terrific! Prompt, professional, engaging, knowledgeable and courteous. He helped us figure out the best way to buy our dream home and pointed out some tax advantages we didn’t even know existed. I would highly recommend Jeff for any of your financial needs.”
“I explicitly trust Sharon and Paul at LBS Tax. They worked with me to bring my taxes owed each year down to where I'm now getting a return. Thanks to their advice, I no longer dread filing my tax return.”
“My wife and I have been with Alex Marek at Ironwood for over 15 years. We came to Alex after he came with a very high recommendation from a relative about him. After meeting and talking to Alex for about an hour, we realized that he was the perfect financial planner for us. Alex and his associates have provided us with expert guidance in every aspect of our financial needs from planning, to tax preparation, to recouping losses from unfortunate financial choices made prior to our affiliation with Alex. As we were nearing retirement, we had some specific travel requirements. Alex made certain that our investments would give us the results we needed, and after 12 years of retirement, it has been exactly that. One the best reviews we can give is that both of our daughters, and their families, are with Alex and Ironwood. Ironwood is a company we value, and Alex Marek is a man we truly trust to manage our investments. All of his advice is preceded by thorough and thoughtful explanations. He answers questions we didn't even know we should ask! He is very proactive in the management of our finances. He is simply the BEST. In short, we cannot imagine our financial future without Alex Marek and Ironwood in it!”
“I've been coming to Jackson Hewitt for over 8 years and the price they charge is getting a little ridiculous to do taxes. This year I took my mother-in-law to do her taxes her husband passed away last year and they still charged her $225 for a $388 tax return plus they gave her $75 off. me and my wife's tax return they charged us $488 to do their our taxes which is almost $150 increase from last year. Next year I'm going to do my taxes my own way for free”
“Sara Lance provided beyond exceptional service. She had essentially provided me with a mini financial literacy course. She explained all types of accounts (checkung, savings, CD) and what they do. She provided answers to questions in very specific areas of my bank account. Sara answered all questions with a great sense of humor.I never thought I would enjoy creating a bank account if she wasn't the one helping me out. Definite 5 star review!”
“I don't who were people that have visited this location before.After being thoroughly frustrated with my two call-in experiences, I arrived with my Niece whom I had setup a custodial UTMA for.After explaining to Emily (at front, blonde w/ glasses ) she listened intently, resolve the issue we immediately!!!I would/will continue my business with organization based on my interaction here!!!”
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“Michael McGinley is the guy! We’ve been going to WN for years! If you’re looking for a financial planner or tax person or both, Wealthnest is the place to go!”