By far the best experience with a financial organization ever. Rashi and her service team all the way up to Tim and the partners had nothing but my best interests in mind. I have never felt more comfortable placing my money with anyone before. Thank you so much NCH team!

Ken and Betty are knowledgeable and polite. They prepare my Personal and Corporate returns each year with no problems. I have been a Client since 2015.

I was a client of NCH Wealth Advisors from 2011 to 2017; they invested our money and prepared our taxes. Nick Hodges, the firm’s president, strongly recommended a $949,000 Prudential Annuity. At that time, we didn’t realize he collected a commission of somewhere between 4.5% on the low end, to 10% (which I believe is much more likely) on the high end. Even after that, returns would surely drag because there was a 3.6% charge per year in ongoing fees.We had several hundred thousand dollars of other investment money that Nick put into some poorly performing and unusually expensive (SEI) funds.Nick didn’t like me asking him why we had such lousy returns during the greatest bull market of my lifetime. He had zero acceptable answers, and asked us to leave in the middle of 2017. We found different financial managers and different accountants.Nick did not send us away with everything we needed for a smooth transition. My new accounting firm needed the cost basis for the funds NCH purchased for me. By that time, I wrote and published an honest review of Nick’s firm on Yelp, based entirely on years of personal experience.Nick called me demanded I take down my review. He never said that one word was not accurate; he simply said that I had to take it down right away. Until I did, he said, he would not give me the cost information I needed for my tax return for the expensive funds he sold me! I took down the review; being able to get my taxes completed was more important than the review. (Look in the dictionary under “blackmail”).After I took down the review, Nick waited days before sending some (not all) of the needed information, some barely legible, some not legible at all. Too little to do me good, coming in after the tax deadline. (I ended up getting the information from the fund company.)I would not recommend this company.They charged excessively for poor work and the investments had poor returns. You can come to your own conclusion regarding their methods of getting me to take down a review.