Financial Advising in Wake Forest, NC

“MY GOODNESS, I cannot express how AWESOME this experience was. Damaris and her staff were super knowledgeable, super friendly, super professional...I just have no words to how great they were. They made me feel comfortable and at ease and that I could TRUST them with my finances. They made me feel like they 100% had my best interests at heart and they did. This was my first year with them, and I absolutely will be with them going forward, they were that good. Trust is an important thing with me and they established that right away. I went somewhere else last year and it was an absolute bloodbath, I left that place feeling sick and like that preparer had not done their job correctly, and had not looked out for my best interests. Today, moments after my video call with Damaris and her staff, I feel like I am on cloud nine. They went all out for me, I feel so confident and happy with the job that they did. To anyone reading this review, let me tell you, I know how hard it is to find a good tax preparer. You want to feel like you can trust them and not have their work come back and bite you later on. I am going to tell you right now that this is not a good tax preparer...this is a GREAT one, in fact, this is THE ONE you have been searching for. Stop your search and go and work with these people, you will NOT be disappointed. I was recommended to them and choosing to work with them is one of the best decisions I have made for 2024. Stop reading this and go sign up with them right now! I cannot gush anymore about how great Damaris was, go find out for yourself!”

“We love Jeff! He's a great listener, and he explains things so clearly and offers up fantastic advice and counsel. My wife and I felt so clueless about financial planning before talking to Jeff. Now we feel like we're in capable hands. Highly recommended”

“We used Damon for our corporation for over a year. When we started our contract, we thought we were happy with our current model and were expecting Damon to simply pick things up. However, he analyzed our model, suggested an improvement, and helped us spend the next several months implementing it. The changes we made with Damon have helped us better prepare for future taxes, better analyze our profit in real time, and gave us a greater piece of mind as we work on the business day-to-day.For us, it wasn’t just the job that needed to be done, it was a time of education and growth for us as business owners. We highly recommend Damon!”

“Becky is very easy and delightful to work with. She describes and defines the financial world in laymen terms that I can understand. I have been able to always reach her no matter what time of week it is and she is either available to take my call or gets back to me the same day. She follows up monthly and we have a yearly review. She understands my goals and and is helping me see the results. It’s such a comfort knowing my financial advisor truly cares about my goals and well being. I highly recommend her!”