Best Financial Advisors Near You

“After many years of running a tight ship & building my business into a successful organization, I questioned why we were always finishing out the year with a large tax burden, even after our accounting firm had "planned accordingly".”

“Even with Turbo Tax's Live Full Service, the agent I dealt with was not knowledgeable about some straightforward personal tax situations that were slightly more complicated than basic "W2 only" cases.”

“Bernie Caniff and his knowledgeable staff at Caniff & Associates make the process of filing tax returns as painless as possible, and leave no stone unturned to ensure that their clients only pay what they owe.”

“We recently moved out of our current insurance provider service area and Brad and his team made sure our insurance needs were taken care of and switched to a comparable plan in our new home.”

“They specialize in non-profits, so my husband and I not only have them file our personal taxes each year, but we have them audit our two non-profits to make sure everything is up to par, which it always is, thank God!”

“I appreciate how fast and efficient they are whenever I need something addressed, and I have never experience anything short of a positive attitude from everyone I have encountered.”

“There's not enough space on google to explain the pure hell my ex and his family have put me through over the past 4 1/2 years and since I hired Lanice to represent me there's been nothing but progress AND the first attorney who I can talk to and isn...”

“My identity was stolen some time ago, so I wanted to get my tax return in as early as I could this year, and Mary & Bill were so concerned with getting it in as quickly as possible.”

“Excellent cpa!”

“I was introduced to Darren Aizanman about the time my tax professional was retiring.”

“Thank you for always being level headed about making smart moves!”

“Excellent Business Relationship, friendly and accommodating.”

“Without her as my Advisor I wouldn't be able to afford my car or my house & have $$ for my older yrs.”

“Incredibly knowledgeable staff!”

“Jim Flanagan and his team did a great job listening to our family's estate planning needs and knows more about planning for retirement than most financial advisors at Wells Fargo, Merrill Lynch or William Blair.”

“Strong focus on the supporting the community, too.”

“Thanks to Chris, Cliff, Mike, Maria and Kaley for your competence and friendliness!”