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Recent Finance Advising Reviews in Middleburg

  • A
    JWB Property Management
    It was the best decision. I am now getting back on track. Thank you Kate Taylor from JWB. I could not have done it without you.
    - Meko S.
  • A
    Merrill Lynch
    We do most of our accounting with this company and are considered a preferred customer. I will highly recommend and continue to use them.
    - John K.
  • A
    SOVEREIGN WEALTH MANAGEMENT
    We are completely satisfied with our financial planner. He exposed us to market reports and technical data regarding market performance and tendencies, that as average investors we would never had access too.
    - Michael A.
  • A
    Hamlet CPA Services, PLLC
    Very well. We received a well-organized copy/packet of our taxes. She is thorough in discovering deductions that allowed us to receive refunds, instead of paying.
    - Elizabeth R.
  • A
    ALL ACCOUNTING & FINANCIAL
    Lou has prepared our Income Taxes for over 15 years; both personal and business.  Over the years he has offered us great financial advice and has represented us when we were audited by the IRS. The number of years that we have used Lou to prepare our taxes is a testimony to how satisfied we are with his work.  Even when we moved out of state seven years ago, we continued to use All Accounting.
    - William D.
  • A
    Merrell Brothers Investment Management
    As of today, they have earned me a nice return on the money invested. Merrell Brothers uses Scottrade as their account platform, from which I receive a statement. The firm is extremely professional, polite and hard working. They always have time to explain the status of the account and provide more than I want to know. The fact that they are local, small business located in Jacksonville makes them even better to support. I highly recommend their services and think you should give them a call.
    - Justin R.
  • A
    USAA Bank
    The level of service, the quality of their product, the knowledge of their staff is just exceptional across the board. They really are an outstanding insurance company and they really care. I think they're phenomenal.
    - Lori M.
  • A
    Lisa Puttick
    Lisa Puttick is very professional, pleasant and helpful to work with on my financial planning needs. I have an ongoing relationship for planning on annual basis. 
    - Nicola S.
  • A
    Visionary Private Wealth Management Group
    I was extremely impressed with the level of knowledge they had. I had a lot of questions and they took the time to address all of them in great detail. I would highly recommend them.
    - Anja R.
  • A
    Lisa Puttick
    I'm a widow and when my husband passed I was turned around and didn't know what to do Lisa was wonderful and really helped me. She's knowledgeable, pleasant and dependable. She's respectful of your accounts and great with finances.
    - Sandra M.
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Financial Advisors in Middleburg

Companies below are listed in alphabetical order.

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