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“The competence of Carson Wealth's management is apparent in our results: we have a secure retirement, and are confident that we can leave a financial legacy to our sons, thanks to Neil and John's prudent investment of our resources. In our meetings, Neil is always clear, cogent, and caring. That clarity is particularly important to me, as numbers and finance are not my cup of tea, but Neil is excellent at explaining without talking down to me. We recommend Carson Wealth enthusiastically!”
“My experience has been more than positive! Wonderful and personable people to work with. My return is a simple one, but I'm not made to feel any less important as a client. Could not be happier, and highly reccomend!”
“We've been with this firm for decades and have nothing but good things to say about about David Jeter & Jim Hohman. They helped to guide us through the Great Recession, as well as doing an excellent job managing our money before and after it. Don't know "Michael" mentioned in the 1-star rating below, but as for David & Jim (and their teams), you can feel comfortable investing here!”
“Set up an appointment at 12 with one of their CPAs for a phone interview, guy never called and decided to reach out to me at 2 o’clock as if nothing happened. Went with another place instead. Realized if they don’t take punctuality serious, then they won’t take me serious as a future client.Edit: they reached out to rectify the situation so i have changed my review. Appreciate them willing to learn and take the time to understand where i was coming from.”
“Great accounting firm. Efficient, responsive, and always up to date on current tax law. I use this company for my personal and business accounting needs as well as payroll. You can’t go wrong with Davis, Davis, & Associates.”
“Kyle Beckhusen at Wright Associates has been a trusted advisor for several years. He saved me countless hours in financial planning, significantly grew my investment portfolio, and granted me peace of mind along the way. Whenever I have a question on investing, taxes, retirement planning or insurance, Kyle is quick to respond to my email and always has thoughtful answers. I also gain comfort in the experienced team around Kyle at Wright Associates and know they're constantly looking for ways to increase the risk-adjusted returns on my portfolio.”
“Dan has been wonderful to work with. He takes his time to get to know his clients, explains everything, answers all questions and provides great feedback. This is my second year and my husband’s third year working with Dan. We have been very pleased with the service we have received.”
“We have received great service from the staff and are very pleased with the knowledge and approach. I don't understand the negativity in some of the reviews since our experience has been quite the opposite over a number of years.”
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“I couldn't be more pleased with Donnelly and Boland. Their work and efforts have done so much for my business, and their kind and great attitude at every stage of the process is incredible!”