Service. Integrity. Trusted Advisor.
Our Values
At Switzer, Roy & Jones, we stand on four core values that guide everything we do:
- Service: We prioritize personalized attention and dedicated support to each client.
- Integrity: We maintain unwavering transparency and ethical conduct in all our engagements.
- Trustworthiness: We earn and nurture client confidence through consistent performance and open communication.
- Results: We focus on delivering measurable value and solutions that empower our clients.
Meet Our Team
Our experienced team of professionals is passionate about exceeding client expectations and fostering meaningful relationships. Each member brings their unique expertise and dedication to provide comprehensive financial guidance and support.
Our Services
Our extensive portfolio of services encompasses every facet of financial management, empowering individuals and businesses to achieve their financial goals. We offer:
For Individuals
- Personal financial planning
- Retirement planning
- Estate planning and elder care
- Protection of personal assets
For Businesses
- Accounting and payroll services
- Business consulting and valuation
- Strategic planning and succession planning
- Tax planning and compliance
For Everyone
- Forensic accounting and litigation support
- Cash flow management and financing solutions
- QuickBooks setup and training
Beyond the Numbers
More than just numbers, we believe in building relationships built on trust and personalized care. We strive to understand your unique needs and offer tailored solutions that align with your financial aspirations. We also provide valuable resources, including:
- Monthly newsletters with financial insights and trends
- Informative guides on various financial topics
- Online calculators to track your financial health
Our Commitment
At Switzer, Roy & Jones, we are committed to exceeding expectations and becoming your trusted financial partner. Contact us today to schedule a complimentary consultation and discover how we can help you achieve your financial goals.
Poor Customer Service and Communication
The majority of the reviewers express their frustration and disappointment with the company's customer service and communication. Many reviewers mention that they had to reach out to the company multiple times to get a response, and even then, it was often unhelpful or inadequate. Several reviewers mention that they were "ghosted" by the company, with no response to their calls, emails, or messages.
Long Wait Times and Delays
Several reviewers mention that they experienced long wait times to get their taxes done, with some waiting for months to receive their returns. One reviewer even mentions that they didn't receive their documents back until May 15th, despite dropping them off in February.
Lack of Accountability and Professionalism
Some reviewers express disappointment with the company's lack of accountability and professionalism. One reviewer mentions that they were asked to provide the same document multiple times, and another mentions that they were told to reschedule a doctor's appointment when they asked a question.
Positive Experiences
On the other hand, a few reviewers mention that they have had positive experiences with the company, with one reviewer stating that the CPAs do a great job and another mentioning that they have been using the company for years without any issues.
Red Flags
One reviewer raises a red flag by pointing out that all the brief 5-star reviews happened around the same time, suggesting that they may be fake.
