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"We have asked for specific information from Susan S. none has been offered. To the best of our knowledge ..."
"They did a great job on my tax return last year! Very professional and called afterward to see if everyth..."
"Unprofessional, planning group consists of a brother sister team, one who does taxes (try H&R they wont' ..."
"Drew Arnold is my agent w/Arnold Insurance and he helped me obtain homeowner's insurance. Not only did he..."
"This facility and its employees are superb to the ego. Customers are greeted enthusiastically and offered..."
"Evan helped me through consolidating all of my various investment accounts. He explained some some basic ..."
"Just a note to recommend Vinnie Conte, a Certified Financial Planner now associated with The Legacy Group..."
"Fidelity offers some very powerful and well performing mutual funds that have no load and no fees. In fac..."
"Great business. Knowledgable staff, easy to work with. Extremely helpful. Makes investing a pleasure."
"Everything from the name of his business to his sales tactics are misleading. He is not a CPA nor a Fina..."
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