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“Ford is a very insightful and knowledgeable advisor. Puts together some very detailed information and is really passionate about what he does. If you're interested in learning check out his show.”
“Want to thank the team at Ty J. Young for helping us diversify our retirement portfolio over the past year. Their personal approach and guidance was most appreciated-”
“The GFA team was a pleasure to work with. They were professional and experienced. Daniel and his team bring financial security in a convenient manner. I will be a long time customer.”
“Recently made the decision to have Capital Investments manage our investments, a decision I wish I had made quite some time ago. During these uncertain times I called in with a few questions and shockingly my advisor called me within moments while on vacation with his family. Consider me impressed”
“I am a franchise owner. I am available to all of my clients and employees year around. If you had a bad experience previously with your tax preparer, I do amendments for reasonable prices and offer $100 off next year services. We are re-branding ourselves and will be known as 360 Tax Services in the future.”
“We had a great experience using Rosenberg & Company for our business accounting needs. They are able to answer all of our questions and offer guidance when needed. We would highly recommend them to anyone looking for an accounting firm.”
“Excellent treatment and communication, professionals in everything they do, careful attention, I recommend them for the excellence and quality of their work. Thanks for the attention Paula Chao and Supertax”
“I have been working with this office since 2008. I have always found them to be excellent; very responsive and helpful. This has been true even as staff has changed over the years. I was in there today for an unusual transaction and the young woman at the front desk greeted me with a smile and had my business taken care of within a couple minutes. She was very buttoned up. I have found Fidelity representatives to be very helpful on the phone, but there's nothing like having an office you can walk into and speak with a representative face to face.”
“I had a wonderful experience with Charles Schwab during the transition from TD Ameritrade. Any transition is inconvenient but Matthew Davis from Charles Schwab made it much easier. He not only called me to make sure that I had been successful in logging onto the new platform but he patiently walked me through the new set-up and features of Charles Schwab. Five stars for great customer service.”
“Excellent bank with great customer service. I have not used the brokerage but the bank has low fees, free atm use of any atm worldwide. I've even used atms overseas and have always reveived a credit for any fees that the atm (of another bank) charges.”
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Financial Advising
“I can see their office from my apartment. I hand deliver cards to them because one nite I could see the cleaning lady in their conference room vacuuming... So .. I started flickering my lights. Honey, she stopped and flickered her lights. And then I started doing jumping jacks. Then she did it also.And I live above a dance studio. LOL”