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Recent Finance Advising Reviews in Spring

  • A
    JAY A. FINN, CPA, LLC
    Excellent. Even though I pay taxes, Mr Finn and staff have always thoroughly explained why I pay and what I need to do in order not to owe. He and staff have always been thorough, professional and respectful. I trust him/them to know and remain up dated on the tax laws. I have made others aware of Mr Finn and staff.
    - Brenda C.
  • A
    WealthCreate Financial
    I was referred to WealthCreate two years ago by a friend who had worked with one of their advisor for a few years. The first interaction I had with them was an educational workshop and it was amazing! After a few weeks I decided to enroll in their program. Now couldn’t be happier…they’re very detailed and professional. They walked us through the entire process and still have a very close relationship. Thank you!
    - Rafael S.
  • A
    JAY A. FINN, CPA, LLC
    Jay A. Finn and Joe Zimmerman are the guys to talk to if you need help with your taxes. Whether it's personal or business payroll taxes - or representation needed - they will sort it out! Thank you again Guys!
    - James F.
  • A
    Scoreology
    Credit Dr. has literally changed my life. It's given me financial options I didn't think would be possible with my credit history. Within 60 days, my credit score was up by 100 points on 2 different reports, and since then its been climbing every month. What I like best is that Credit Dr. is a small team of dedicated folks- not some nameless, faceless entity. Scotty and I talked on the phone for about an hour about my situation and goals for free, explained how simple the system is, and reassured me that he and partner Ed would help me get out of the hole. Their system is easy and works fast if you follow protocol, which really is just taking pictures of the mail bill collectors send you and sending it to Ed. One thing that I can't stress enough about Credit Dr. is this, through 17 plus years of being treated badly by banks and credit recovery systems- The guys at Credit Dr. make you feel like family. I live in Houston Texas, in an area that was badly affected by Hurricane Harvey- and like family Ed and Scotty checked in with me and asked if there was anything they could do to help. They are really working hard to change the way this process works if you are struggling with bad credit, please don't think you are trapped. Credit Dr really works, and they are a joy to deal with. I never believed it could be this easy, but it really is. I cannot recommend this company enough! 10/10
    - Mark A.
  • A
    Scoreology
    These guys are the real deal and if you want a legit company to fix your credit USE THEM! I know what it takes to have good customer service because i am a buisness owner my self and these guys are top notch I had issues with a gym that was closed down and was billing me and I stopped payment then they threatened to put it on my credit one letter from EJ know problem handled everything I went with them because of the high ratings on Angie’s List and I wanted to get a home mortgage my credit was 580-600 within 6 months these guys got me were I need to be but then I got hooked on getting a higher score I have been with them 18months I have 750 or higher on all 3 bureaus ! Now I get cc offers all day in mail and I just qualified for my mortgage and got the best rate lenders give based on credit EJ & Scott answered all my questions called me back when they said they would and taught me the way to respond to collectors calling these guys are true professionals and know there craft well trust me when I say these guys are the REAL DEAL thanks scoreology ! Jaison Thottumkal
    - jaison t.
  • A
    Michelle A. Friedman, CPA, PLLC
    She was really good, efficient, and helpful. She only charged us for a half hour, which was nice. This our first time going here, and we would recommend.
    - Melvin S.
  • A
    Michelle A. Friedman, CPA, PLLC
    This is an update of a previous recommendation. I was pleased to provide the first recommendation for Michelle and now to provide this additional update.. My business of aquiring and renting residental properties and apartments has grown at a nice pace in the last 5 years, and so has the tax implication & situation. I could not have contemplated this growth without the assistance of Michelle providing her yearly tax filing expertise and financial planning guidence to assist me in providing me focus in what I need to do for my specific situation. She also was able to provide me references to other professionals (legal) when the situation arose. I highly depend upon her
    - DOUGLAS B.
  • A
    Michelle A. Friedman, CPA, PLLC
    I have used Michelle A. Friedman, CPA for a multitude of accounting services for over a decade. I was lucky enough to find her after switching from a "big" accounting firm, where I was just another number. Her knowledge is extensive, her service is unpar and prompt, and she is always available as an excellent source for accounting/financial planning issues. Michelle A. Friedman has a great and professional demeanor, which makes accounting issues much easier to deal with. One may be able to find less expensive, as well as  more expensive firms, but when it comes to service and professionalism, this is the best place to go. Can not recommended anyone better than this firm.
    - Michel S.
  • A
    Michelle A. Friedman, CPA, PLLC
    I have used Michelle A. Friedman, CPA for years for multiple accounting issues, both business and personal. I was lucky enough to find her, after I got non-personal service from one of the "big" CPA firms in town.If you are looking for personal attention, excellent advise, and service delivered in a timely manner this is the person for you. This lady knows her craft inside out, she will guide you through YOUR needs with the best options available.
    - Joseph W.
  • A
    AIG-Philip Nguyen
    Excellent, showed me everything and made me know what I needed for my life insurance. Thank you Phillip ngyuen.
    - Henry M.
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Financial Advisors in Spring

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