Chuck has always been so patient when explaining anything with taxes or stocks. I am definitely not someone who understands finances so I've always appreciated his patience with me. He has been...
McGrath Nothman
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I met with Chuck and I would agree with the other reviewer that he is a bit condescending as if I wasn't well prepared enough for him with my spreadsheets, last years returns, notes, 1099 forms,...
AWFUL advisor. Also, I question his knowledge about certain things. First off, I went to him to open an investment account for just me. The first meeting, I was alone and the next meeting I was...
He does not have a very nice personality. He thinks very highly of himself and overcharges. When you ask him for an opinion he talks down to you. I would never use him as a CPA.
Chuck has been my accountant for 6 years. His staff is wonderful, extremely efficient, and very helpful. Chuck has always been readily available to answer all of my investment questions. My taxes...



