Analyzing 7,185,9777.2M ReviewsFor 20,38520.4K Experts
Google reviewers rate Echelon Financial five stars based on thirty-three reviews, with no owner responses recorded. Clients frequently cite long-term relationships, highlighting the firm's expertise in tax preparation, investment management, and retirement planning. Recurring themes include proactive communication, prompt responsiveness, and the ability to explain complex financial strategies clearly. The team is described as professional, patient, and detail-oriented, often guiding clients through significant life transitions and business matters with personalized care and fiduciary trust.
Data from Google, last updated November 1, 2026.
Score per factor (100 = best)Each factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: value and momentum; weakest: reliability.
Bar = this company · dark tick = category median.
33 Google reviews we collected
Phrases our text analysis found in 30 written reviews
Price verdicts customers left with their Google review
How often each topic comes up in the written reviews
We read 30 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“Kelly Manzano was very pleasant, patient and helpful.”
“I highly recommend him to anyone looking for a CPA who truly knows what they’re doing.”
“His service is professional, efficient, and very easy to work with.”
“Lastly, the communication is outstanding, always available to answer my concerns.”
“He takes the time to build genuine relationships, which is one of his greatest strengths.”
“They have always done a great job and given us some great advise.”
“There are no hidden commission fees; he is honest, transparent, and has his client's best interests in mind.”
praise complaint · found by our text analysis, Google review wording unchanged.
Customers hired Echelon Financial for 4 kinds of job. Pick one to see what they paid and said.
Chris, Kyle, and Jim have done my personal and business taxes for 20 years. They have always done a great job and given us some great advise. Love the fact I can walk in and say hello anytime.
Kyle is exceptionally knowledgeable when it comes to real estate and business taxation. He understands how to structure things to save you the most money while staying compliant. His service is professional, efficient, and very easy to work with. I highly recommend him to anyone looking for a CPA who truly knows what they’re doing.
Our family was faced with a very complicated tax case after a challenging and tragic moment in our life. Kyle at Echelon provided more than an efficient and professional service. He gave me and my family peace of mind by treating our case with the most respect and care. We are also extremely impressed by the…
Chris and Kelly have been excellent to work with. They are knowledgeable, friendly, and proactive in their communication. They’re always quick to respond and take the time to explain strategies in a way that’s easy to understand, following up promptly on any questions or updates. I truly appreciate their…
Chris has helped us so many times over the years with our financial situation. We could not be more grateful.
Chris Wilbratte has managed my 403B for over 20yrs and have been beyond happy with his expertise. He is always quick to answer questions and check in multiple times a year. I value his advice and opinions. I highly recommend him and his company.
| Job | Reviews | Category typical |
|---|---|---|
| Financial plan | 14 | — |
| Investment advising | 12 | — |
| Wealth management | 7 | — |
| Estate planning | 2 | — |
5.0 ★★★★★ 33 reviews on Google · rating breakdown
Reviews from Google, shown as published (original wording, unedited).
Kelly Manzano was very pleasant, patient and helpful.
Very efficient and always ready to give advice! All associates very helpful.
Chris, Kyle, and Jim have done my personal and business taxes for 20 years. They have always done a great job and given us some great advise. Love the fact I can walk in and say hello anytime.
Kyle is exceptionally knowledgeable when it comes to real estate and business taxation. He understands how to structure things to save you the most money while staying compliant. His service is professional, efficient, and very easy to work with. I highly recommend him to anyone looking for a CPA who truly knows what they’re doing.
Our family was faced with a very complicated tax case after a challenging and tragic moment in our life. Kyle at Echelon provided more than an efficient and professional service. He gave me and my family peace of mind by treating our case with the most respect and care. We are also extremely impressed by the capacity to provide solutions to any situation that arise. Lastly, the communication is outstanding, always available to answer my concerns. The only thing I regret is not knowing Kyle before, my life would have been better regarding taxes.
Chris and Kelly have been excellent to work with. They are knowledgeable, friendly, and proactive in their communication. They’re always quick to respond and take the time to explain strategies in a way that’s easy to understand, following up promptly on any questions or updates. I truly appreciate their professionalism and reliability, and I highly recommend Echelon Financial.
Chris has helped us so many times over the years with our financial situation. We could not be more grateful.
Choosing Echelon Financial has been the best financial decision of our lives. Chris and Kelly are not only very responsive, but are extremely proactive with their communication. They have grown our portfolio substantially and have our full confidence in all market situations. The software they’ve built have allowed us to plan for our retirement with clear direction, timelines, and goals to allow us to rest assured that we will be able to live out our lives the way we desire after our careers cease. We use Kyle at Echelon for our taxes both for our businesses and personal and he always finds every way to maximize our returns. His suggestions during changes in our lives for best tax implications has been invaluable. I love that Echelon is a one stop shop for all our financial needs. In addition to investments and taxes, they also have a bookkeeping team. Do yourself a favor and leave it to the professionals. Echelon are that and more - not only are they brilliant, but also kind, attentive, and fun to work with.
Chris Wilbratte has managed my 403B for over 20yrs and have been beyond happy with his expertise. He is always quick to answer questions and check in multiple times a year. I value his advice and opinions. I highly recommend him and his company.
I have known Chris Wilbratte for over 30 years and I recently started working with Echelon Financial. Chris is detail oriented and puts strategies together that align with your goals and objectives. I couldn't be happier to have someone so knowledgeable and experienced working for my interests. I would highly recommend you meet with Chris if you are considering Echelon's services.
Analyzing 7,185,9777.2M ReviewsFor 20,38520.4K Experts
