1 /5 lamont mommer: I financed my new house with Compeer. They did not have secure email, in the process of financing Compeer lost my personal and financial data which was on a USB drive. They have no regard for data security and have not improved their application process. Beware of doing business with Compeer Financial for risk of identity theft.
Casey B Tom is a class act financial advisor. In an industry predicated on trusting someone to manage your investments, Tom helps you make confident and fact based decision. He helps you see the bigger picture. I’d recommend Tom to anyone exploring advisors. Give him a call, you won’t regret it!
Justin Wiggins Jeff and Ben not only did a wonderful job on my business taxes, they saved my company money later down the road with their expertise in tax planning. They genuinely care about me and my company, and I recommend them to anyone.