Rabia Toor If I could give more than 5 stars, I would! Farnaz Khan is such a pleasant, sweet and knowledgeable person. She saw how flustered I was with some of my tax returns and was so kind and patient in helping me understand the process. Her goal was to make sure I understood where and how my income was being taxed and I walked away with a solid (albeit basic) amount of knowleg. I would 100 percent I recommend them!
Sherry Godlewski Working with Adam and his team has been a great experience. They have done a thorough job in reviewing our financial status and explaining our growth opportunities. We would highly recommend them for your financial investment needs.
Bill Joyner Knowledgeable and very open about how and why they are making recommendations. Appreciate their unique perspective. Would recommend them to others.
Terry Bailey I went over my limit for the 2024 and just wanted to take the extra money and open a new account so that I wouldnt penalized by the IRS witch Im aloud to do. But trying to get someone to help you is like pulling teeth. They keep transferring you from one person to the next until you get fed up enough to hang up. THE WORST CUSTOMER SERVICE IVE EVER HAD TO DEAL WITH!!!!