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“I met Matt about 17 years ago, and I have learned so much from him about investing. He has been counseling me and my family for years and we are very happy with the commitment to service he provides. If you need some advice about investing do yourself a favor and call him. You wont be sorry. He also gave me terrific advice for a tax preparer.”
“Ed at Sofranko Advisory Group did an amazing job at helping be expand my business into a full restaurant!I will absolutely be using Sofranko Advisory Group someday if I ever consider selling by business!!!”
“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!”
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“George makes every part of the tax process SO easy, especially as a small business owner! He's super responsive, helpful, and kind. I'll never have anyone else do my taxes!”