I recently had the displeasure of dealing with togetherCFO and I must say, their customer service was shockingly rude. The staff I interacted with displayed a complete lack of professionalism and courtesy. It was a frustrating and unpleasant experience overall. I do not recommend togetherCFO based on the poor treatment I received. Customer service is a fundamental aspect of any business, and their failure in this regard reflects poorly on the company as a whole. Potential clients should be wary of engaging with a company that treats customers in such a disrespectful manner. I advise looking elsewhere for financial services where you can expect to be treated with the respect and professionalism that every customer deserves. My experience with togetherCFO was extremely disappointing, and I will not be returning.

Always receive fantastic service from TogetherCFO, they really take the time to explain all options and ensure you are the top priority. Super happy with the customer support/experience from them!

I value customer service and tend to only leave reviews for those who really deserve it. KC and his team are amazing. I’m was taken care of like part of his family. He also takes the time to communicate, which it very important for me. KC also went a step above my expectation. He made sure to give me sound advice on how to succeed financially. I refer all my family and friends to him now, even my clients at my current job. KC and the team are there for you and are great financial advisors; one would be crazy not to go and check them out! Bottom line, they’re knowledgeable, and kind. They make the whole experience done with style, ease, and class. I’m happy to say I’ve found my advisor!

My Tax Preparation went so smooth! KC and his team were very professional and helpful! I would definitely recommend their services to my friends and family! Keep up the good work!

I have received the highest quality advice for my enterprise. The level of services my enterprise has enjoyed in the last 18 months has not been matched by any of the previous 4 Consultants we hired in the past. I highly recommend their Strategic Support and Advice.