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“This was the first time my husband and I used Rich Tax Services for our personal/business returns and let’s just say it won’t be the last! Clarissa was very knowledgeable and precise as to not miss anything along the way. We appreciate the effort she put in and can’t wait to work with her again next year!”
“I was with the E&A CFO Group, the Smith Patrick CPA firm acquired them sometime in 2023.Have worked with Alan at the new firm and have been very impressed so far. I look forwar to working with guys!”
“Best Wealth Management is simply an awesome financial planning service! A team of dedicated professionals to help you negotiate the unnerving world of financial planning. Check out this dynamic company that specializes in top notch customer service—where every client is treated like family.”
“Jayson is a great tax accountant and has taken care of both my personal and business taxes for the last 5 years and has always given top notch service! Definitely recommend him for any and all of your tax needs.”
“Finding the right guidance in financial planning can be a challenge, but with Wayne Rector at Captifi Wealth Solutions, it felt like a walk in the park. Wayne has a solid grip on financial planning and life insurance, breaking things down in a way that’s both insightful and easy to understand. Every session with him left me more informed and assured about my financial decisions.What I genuinely appreciate is how Wayne combines his expertise with a warm, down-to-earth approach. It's clear he values the well-being of his clients. So, if you’re on the hunt for dependable financial advice with a personal touch, I can’t recommend Wayne and Captifi Wealth Solutions enough. A big shoutout to them for making financial planning feel accessible and stress-free!”
“For all of my life anything financial was always handled by either my father or my husband. Going through a divorce and having to talk finances in such a huge way was daunting. Nicole Davis had a gift for explaining financial and legal issues/procedures/etc. in a way that I could understand. She was always very supportive of me. I remember telling my daughter one time, "I could be friends with this woman." During such a stressful time (having to deal with my soon-to-be ex, his attorney, and the legal craziness of it all), it was Nicole who made me feel like it was all going to be okay. I was so pleased and appreciative of all the help she gave me during my divorce that I am still reaching out to her for advice months later.”
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“I went there to get Insurance for my vehicle.... Because I had Insurance with them before....I walked out of there with another Insurance policy..at great price.....And a lot of stress off of me.. Now I can drive without tripping off of a every Police car ..I See.”