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“Tony and Valentina and the rest of the APC group have been more than amazing in helping guide me in my financial journey, especially being in my 20s with a bunch of questions. They're an incredible company :)”
“Barb and Seth have gone above and beyond any previous accountants I have had. Finding them has been a blessing for both my business and me personally. They are very knowledgeable and professional. I would recommend them to anyone looking for an accountant or bookkeeper.”
“I decided to try speaking with a few fiduciary financial advisers recently. Last up was Nicky Amore from Falcon. Her approach is smart, as it entails a series of appointments (at no cost to the client), during which you become familiar with her and her style, which is calm and very informative. She actually teaches financial courses, so this is basically second nature to her.
I've still not decided if I'm going to sign up with any financial advisers, as some of the best advice I've gotten to date is for me to educate and inform myself much more thoroughly. But once I'm educated, if I want someone to overlook my finances--and chances are that I will--I believe I'll be calling Nicky Amore.”
“The staff is extremely helpful, friendly, and professional! They have such an amazing understanding of taxes and financial advice. I constantly recommend these people to all my friends. Love this place!”
“I've been going to Hurt for a few years now. Both Jim and his Father have done my taxes, and I've been very pleased with the service! They are great at what they do, very thorough, and genuinely good people! I highly recommend Hurt and Associates!”
“Jonlyn & Associates is always professional and very helpful with my tax needs and preparation. They are very knowledgeable and customer-service oriented. Thank you for being so!”
“Grace is a rockstar! She's so personable. Represents Fidelity so well, she deserves a promotion for the way she handles customer experience start to finish. CX ? certified!”
“Very helpful in opening a new account. Not nearly the amount of irrelevant information asked to verify what I was intending to do. No sales pitch to try to sell other services not wanted.”
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“The Goldstone event was great . The venue was amazing and much like the people at Goldstone…. 100% class. Thank you for hosting. We had a great time meeting the team and fellow clients.”