98.4% would refer friends and family to us

1 stars Customer since 2013

Still deaing with the fallout from 2013 taxes. Had to pitch a fit to avoid being charged for the mistaikes...improper paperwork filed by the firm I entrusted this to. Who wanted to charge me for correcting their mistakes. Who is now out of the loop. Can do better myself.

Asked about making investments and never got follow up after being told I mattered. I don't beg to use my money. Asked several times about setting this up.

Bottom line....waste of my time and money.

Moore Financial Services, Inc. replied:

This never happened. I have never turned anyone away. Also, any mistakes made by Moore Financial Services are corrected without a charge.

5 stars Verified customer

Charlene is great and very knowledgeable.

5 stars Customer since 2014

Recently, after reviewing my portfolio, I realized that I desperately needed to diversify. I use Moore Financial for taxes and they do financial planning as well... so I called and made an appointment with Charlene. She was very helpful in assisting me with understanding all possibilities, then advising the best path to take to reach my goals. She was not pushy toward any one method, just really helpful. I really appreciated discussing all options and being let figure out what best suits my needs. Charlene was marvelous and I would recommend meeting with her for planning you future.

4 stars Customer since 2015

Mr. Moore is available & helpful to follow-up when his clients need assistance not just before tax season but after tax season. We are always appreciative of his service and his knowledge. That is why we keep coming back. Thank you Mr. Moore and staff.


5 stars Customer since 2012

Excellent personal review of changes and improvements Moore Financial is undertaking to improve the customer service and experience.

5 stars Customer since 2013

Moore financial are awesome , thanks for all your help .

5 stars Customer since 2013

Very friendly, thorough, professional. Positive time, well spent, purposeful Even delightful.

5 stars Customer since 2012

We have been using Moore Financial for over 10 years. Always very easy to deal with, very polite and professional. I have recommended them to many close friends, who have intern recommended them to their friends as well.

5 stars Customer since 2012


5 stars Customer since 2012

Very satisfied excellent services

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